Terminology and Notation



Gives the number of Announcements that are accepted by the end users in the Announcement Analytics.


A status that indicates that the resources like videos, documents, images are published in the knowledge store to be used by the end users.


They are the users who are eligible to create content using Apty Assist Studio.

Admin Console

It is the online web portal where the admins can manage the content, customizations, and analytics.

Add Condition

An option that helps you to add conditions to workflows and other tools in the editor to meet a business requirement.

Add Validators

An option that helps you to add different kinds of validations to the selected input fields.

Add New Spotlight

Helps to identify a field on the screen to add a Validation, Launcher, and Tooltip on.

Advance on Options

Provides control over how a workflow can progress from one step to another.

Additional Description

A section where comments can be provided about a particular step that will be displayed in the PDF generated for a workflow.


Measures engagement/usage of the underlying application.


Custom popups designed to announce any new feature or change control on the site.

Anchor Points

Elements that help to identify a unique page to show the help created for the users.


Amazon Web Services(AWS) is a cloud computing platform provided by Amazon.

Amazon RDS

Amazon Relational Database Service (or Amazon RDS) is a distributed relational database service by Amazon Web Services (AWS). It is a web service running "in the cloud" designed to simplify the setup, operation, and scaling of a relational database for use in applications.

Amazon EC2

Amazon Elastic Compute Cloud (EC2) is a cloud-computing platform which allows users to rent virtual computers on which to run their own computer applications



Live Tips that are generated on start of a Workflow that guides users to complete his/her task.

Business Objective

Define goals with the Use Case. These need to be SMART in order for the business to know what progress it has made towards achieving the objective.



Gives the number of Announcements that are canceled by the end users in the Announcement Analytics

Central Repository

A place where multiple files can be located or stored over a distributed network. Apty Assist Client  can act as a central repository to access all the resources placed in the knowledge center

Custom Javascript

A feature which provides flexibility to add your own javascript code for the Apty Assist content.

Custom Buttons

Used to create user define buttons to perform some action on the workflows.


Customer Success Manager. Your partner through the Apty Assist Lifecycle.



Digital Adoption Platform tools help guide employees through proper use of their business applications, and help assist customers while navigating a website.


Gives insights into usage analytics on the Workflows, Validations, Tool-tips, Launchers, and Announcements which in turn help measure the overall application engagement along with areas where help was accessed.


Event tracked at the moment when the announcements gets displayed on the screen of the end users. This gives you insights on the number of users who got noticed with the change control happened in the organization.


A state that indicates the content is not yet built completely.

Data Export

Exports analytics data in excel sheet in order to generate your own reports for business analysis.


Early Exit

Provides the no. of workflows that are early exited by the users in the workflows analytics


It is an extension that allows admins to create content for Apty Assist end users.


A wide variety of methods for you to deliver training, support, and promotion to your users via Apty Assist apps.

Enable Tracking

Tracks the user actions performed by the end users to generate analytics. Helps to gain insights on usage of underlying application.

Entry point

A feature in Workflows that make sure users can start from the right step regardless of where they are in the process.


The part of the webpage that is coded in HTML and is selected in capture mode in the Apty Assist Studio to identify where the balloon will play on the screen when the user plays the Workflow.

Element Present

A Validator that helps to identify a CSS element on the page.


Amazon Elastic Block Store (Amazon EBS) provides persistent block storage volumes for use with Amazon EC2 instances in the AWS Cloud.



The Federal Information Security Management Act (FISMA) is United States legislation that defines a comprehensive framework to protect government information, operations and assets against natural or man-made threats


A part of the webpage that can be uniquely identified. These frames help you to add appropriate help to the end users.


Federal Information Processing Standards (FIPS) are publicly announced standards developed by the United States federal government for use in computer systems by non-military government agencies and government contractors.



A cloud platform as a service (PaaS) supporting several programming languages that are used as a web application deployment model.


ISAE 3402

International Standards for Assurance Engagements(ISAE)3402 is a global assurance standard for reporting on controls at service organizations.


AWS Identity and Access Management (IAM) enables you to manage access to AWS services and resources securely.


An information security management system (ISMS) is a set of policies and procedures for systematically managing an organization's sensitive data. The goal of an ISMS is to minimize risk and ensure business continuity by pro-actively limiting the impact of a security breach.

Intelligent Prompts

Provides in-place help to the users in the form of Launchers and Tooltips.


Knowledge Center

A central repository where links to the documents, videos and images are stored. These resources can be accessed by the users using the Player.

Kick Off

The first stage of the customer Onboarding process where use cases and business objectives are determined with your CSM.



The immediate help icons that you can add to your web application to provide additional action help to complete a task for the user. Using Launchers you can launch any other Apty Assist help like workflows, videos, Documents etc.

Label Presence

A validator that helps you to achieve any business rule allowing you to add few conditions in the fields.


Manage Application

A customization option in the Admin Console to configure host application details specifically.


Translates Apty Assist content you have created in different languages without having to rebuild it.



Create a list of tasks for your user to complete. Tasks are Workflows, Launchers or video or article Resources.


On-Premises software is a software that is installed and run on computers on the premises of a person rather than a remote facility.



Payment Card Industry Data Security Standard (PCI DSS) is an information security standard for organizations that handle branded credit cards from the major card schemes.

Production URL

URL of the host application where the Apty Assist content will be published for the end user for usage.

Pre- Production URL

URL of the host application where the Apty Assist content will be ready for the admin for review/ testing.


Software used to host an application or service, examples are PPM, Workday, Agile Central etc.

Player Actions

Refers to activities that an end user performs on using Apty Assist Studio.

Player Theme

A feature to customize the look and feel of the player to be embedded based on the host application theme.


Draw your user's attention to the featured text. Unlike regular step balloons, Popups are not attached to an element but appear in the center of the page.



A state that indicates the content is ready for testing and will be visible in the Pre Production URL of the host application.

Record Username

Tracks the meta-data information of the user to provide insights on the application usage.

Rick text Editor

Design the text inside a balloon or Announcement. Add emphasis, personalization, color customization, images, hyperlinks, and more.


Return on Investment. A performance measure used to evaluate the efficiency of an investment.



Software as a service (SaaS) allows users to connect to and use cloud-based apps over the Internet. SaaS provides a complete software solution which you purchase on a pay-as-you-go basis from a cloud service provider.


A feature for scheduling analytics data load and data export's either daily or weekly or monthly.

Select Element

The part of the webpage that is coded in HTML and is selected in capture mode in the let Apty Assist Studio to identify where the content like workflows, launchers etc., will play on the screen when the user is on that screen.

Spotlight comparison

A validator that is applied to the free-form text fields(text box, dropdowns etc.,) to apply any business rule.

Schedule Options

Provides flexibility in announcements to schedule it across the globe in different time zones.


Apty Assist Support operates based on a Service Level Agreement (SLA) that is dictated by priority. This information is received when a contract is signed.


Appear as tip balloons on the screen giving users directions through a process.



The actions that activate the next step which can be a Click, Hover, Next, Type, Delay, Refresh or Drop-Down Menu.

Track events

Allows you to monitor an element or group of elements on your site. You can track events based on clicks, page views etc.


Provide contextual information on the application to assist and inform the end users. These information icons can give you tips/suggestions or more information about anything on the page. 


Tags are used to categorize flows and easily track them as a group. These are application specific.

Time zone

Refers to any region within which same standard time is used.



Virtual Private Cloud is an on-demand configurable pool of private computing resources allocated by a cloud environment provider.



A small customizable tab that sits in the corner of your webpage and opens up the menu when clicked.


The Smart Assistance provided to the user at the point of need through a sequence of steps from start to end until the goal is accomplished.

Workflow Completion

Event tracked at the moment when a user received complete assistance through a workflow till the end with an accomplished task.

Workflow Early Exit

Event tracked at the moment when a user deviates from the workflow before experiencing the assistance till the end.

Workflow Initiation

Event tracked at the moment when a user sets the goal or destination by choosing a Workflow.