How To Create And Edit Whatfix Guide

0 Comments. Whatfix Features
How to create and edit a flow

Whatfix helps users and businesses enhance their web app’s self-service capability by helping them onboard users, improve support and reduce training & documentation effort. With our patent pending technology, Flows (also known as Whatfix Guides) – we allow you to create interactive guides on the web seamlessly.

In this post, we will show you the basics of Whatfix, i.e. how to create and edit a Whatfix guide.

How to create a Whatfix guide?

Follow these simple steps to start creating guide on Whatfix:

  • Go to Whatfix homepage
  • Install our plugin on your Chrome or Firefox browser
  • You’re ready to start creating guide

Alternatively, this guide will take you through the process. Click on the orange See Live button for a real-time interactive experience.

Why use the See Live feature?

How to edit a Whatfix guide?

The edit option is available on every guide. If you are the creator of the guide, then you can edit it anytime after publishing the guide.

Whatfix’s Community version, gives you privileges to edit the guide created by another user, provided you have enough reputations.

Know more about Whatfix Community's reputation system

If you find your guide  to be broken, then you can launch the full edit option for an advanced editing interface. Click on the orange See Live button to learn how to edit a guide on Whatfix:


Have any queries, feedback or suggestions then leave a comment below or send us an email at feedback@whatfix.com

Interested in knowing more about our Enterprise mode? Then click here for a live demo.

Gokul Suresh

Gokul leads the Content, Inbound and Social Media efforts at Whatfix.

A Techie by education and a Marketer by choice, he loves consuming new ideas and experimenting with new tools. He's an expert in B2B content, who nowadays eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!
If you like/dislike his articles, then feel free to tweet out to him. He enjoys constructive criticism.


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Discover How Whatfix Can Help Your Business


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Discover How Whatfix Can Help Your Business


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