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Knowledge base

Explore How-To's and learn best practices from our knowledge base.

  • Getting Started

    What is Apty? Overview of Architecture, Technology and initial configurations.

  • Admin Portal: Overview and System Settings

    Use Analytics to estimate how helpful your instructions are, top used elements and how users interact with them.

  • Admin Portal: Managing Content

    Learn how to manage and segment your content, and create User Onboardings.

  • Apty Studio

    All you need to know about Workflows, Validations, Tooltips, Launchers and Announcements.

  • Apty Widget

    Manual and mass installation of the application and browser extensions.

  • Best Practices

    What we and our clients learned while creating instructions.

  • Release Notes

    What features and enhancements are available to you in current and upcoming versions.

  • Training / Certification Program

    This section covers the procedure of getting end users onboarded with Apty.

  • System Status & Troubleshooting

    Find out our system status and FAQs related to troubleshooting.

Getting Started

About Apty

  • Components Overview
  • How does it help?
  • Apty Studio (Editor)
  • Apty Components Overview
  • Apty Client (Player)
View all (10)

Architecture, Security, Privacy

  • Technology Stack
  • Security Layers
  • Data Collection and Storage
  • Secure Storage
  • Certification and Security Compliance
View all (9)

Initial Configurations

  • Implementation Models
  • How to make Apty available to end users?
  • Hybrid Deployment Using Static Files
  • What do end users need to install?
  • Managing Apty Users
View all (10)

FAQs

  • Support SLA

User Guide

  • End-User Guide To Apty Widget

Apty All Features

  • Apty Features List

Admin Portal: Overview and System Settings

The Basics

  • Log in to the Admin Portal
  • What can you use Admin Portal for?
  • Navigating the Admin Portal Menu
  • Account Settings
  • Unique User Identification for Ver 3.x and prior
View all (9)

System Settings

  • Managing Apty Users
  • Add a new Apty User
  • Predefined User Roles
  • Add a Custom User Role
  • SSO Config (Version 4.x)
View all (12)

Insights

  • How does Apty Insights support you?
  • Apty Insights

Apty Usage (Analytics)

  • Apty Usage- Getting Started
  • Apty Usage Dashboard
  • Apty Usage Dashboard- Detailed Overview
  • Filtering Statistical Data
  • Workflows Statistics
View all (13)

Application Customization

  • User Interface (for Versions 3.x and prior)
  • Themes (Version 4.x)
  • Language
  • Keyboard Shortcuts
  • Timezone

Advanced Application Customization

  • Adding / Changing Attributes in Apty SFDC Connector
  • Setting up Apty in Salesforce Communities
  • Feature Flagging
  • Whitelisting URLs: Content Security Policy (CSP) and Apty

Application Settings

  • Manage Current Application
  • Apty Element Selection- Advanced
  • Content Aggregation

Goals

  • What are Apty Goals?
  • How to create Goals in Apty Admin Console?

Admin Portal: Managing Content

Publishing Content

  • What is Publishing?
  • Publishing Overview and Process (for version 4.x and above)
  • Publishing Overview and Publishing States (for version 3.x)
  • Publishing Workflows
  • Publishing Frames
View all (6)

Manage Workflows

  • View / Edit Workflows
  • Change Status of a Workflow
  • Add a Language to a Workflow (Translation / Localization)
  • Export SCORM Content
  • Copying Workflows to Another Application
View all (8)

Manage Validations

  • View Validations List
  • Add a Language to a Validation (Translation / Localization)
  • Delete a Validation

Manage Launchers

  • View Launchers List
  • Add a Language to Launcher (Translation / Localization)
  • Delete a Launcher

Manage Tooltips

  • Add a Language to a Tooltip

Manage Announcements

  • Add a Language to a Announcement

Manage Knowledge Center

  • Add Knowledge Content
  • Edit Knowledge Content
  • Add Language to Knowledge Content (Translation / Localization)
  • Retrieve Permalinks
  • Schedule the Knowledge Items Display for End Users
View all (7)

Manage User Onboarding

  • What is Onboarding and how is it helpful?
  • Create Onboarding
  • Edit Onboarding (Add / Remove tasks)
  • Add Language Translations
  • Status of User Onboarding Procedures
View all (6)

Manage Checklists

  • What is Checklists and how is it helpful?
  • Creating Checklists
  • Edit Checklists (Add / Remove tasks)
  • Add Language Translations
  • Delete Checklists

Manage User Segmentation

  • What is a Segment and how is it helpful?
  • Create Segments (Version 3.x and prior)
  • Creating Segments (Version 4.x and above)
  • Edit Segment
  • Delete Segments
View all (10)

Manage Labels

  • Add Labels and Group Contents based on Labels

Apty Studio

How to use Apty Studio?

  • Apty Studio and how does it help?
  • Login to Apty Studio
  • What is a Workflow?
  • What is a Validation?
  • What is a Launcher?
View all (8)

Installing Apty Studio

  • Free Version of Apty Studio
  • Apty Studio Installation

Create a Workflow

  • Create a Workflow
  • Add a Step to a New or Existing Workflow
  • Configure a Workflow Step
  • Create a Jump Step (Workflow Execution on Conditions)
  • Play and Review Workflow
View all (15)

Create a Frame

  • What is a Frame?
  • Create a Frame
  • Delete a Frame
  • Publish/Unpublish a Frame

Create a Validation

  • Creating Validations
  • Add a Spotlight
  • Adding a Validator
  • Schedule Validation Display for End Users
  • Best Practices for Validations
View all (6)

Create a Launcher

  • Create a Launcher
  • Launch a Video
  • Launch a Workflow
  • Launch a Link
  • Schedule the Launcher Display for the End Users
View all (7)

Create a Tooltip

  • Create a Tooltip
  • Add an Image to a Tooltip
  • Add a Link to a Tooltip
  • Delete a Tooltip
  • Schedule Tooltip display for End Users

Create an Announcement

  • Create an Announcement with Image (version 4.x)
  • Launch a Workflow in an Announcement
  • Launch a Video in an Announcement
  • Launch a Link in an Announcement
  • How to use CTA Announcements?
View all (8)

Activity Tracking

  • How to create an Activity using Studio?
  • What data is collected by Activity Tracking?
  • Add/Modify Activity Events
  • Delete Event/Activity

Automation

  • What is Apty Automation and how it is helpful
  • What Apty Chat Bots can be used for?
  • Install Apty Bot Studio and Client
  • Create a new Chatbot

Apty Widget

Installing a Widget

  • Apty Widget Installation Modes (Extension vs Injected Mode)
  • Installation via Code Snippet (Extension Free)
  • Installation via a JavaScript package for self hosting (extension free, optional)
  • Manual Installation in Google Chrome
  • Manual Installation Mozilla Firefox
View all (19)

Working with a Widget

  • Ordering the content within a Widget
  • Hiding Widget on the pages with no applicable content, Draggable Widget feature
  • Frequently Used , Favorite Contents &Group Contents based on Labels

Best Practices

Frequently Asked Questions (FAQ)

  • Infrastructure and Technology
  • Enablement
  • Assist Studio, Assist Client and Admin Console
  • Content Development and Maintenance
  • Security and Privacy

Best Practices

  • General
  • Best Practices for Element Selection
  • Workflow Steps (Balloons)
  • Balloon Position
  • Entry Points and Anchors
View all (6)

Platform Specific Best Practices

  • Best Practices for CA PPM
  • Best Practices for WorkDay
  • Best Practices for Oracle Cloud
  • Best practices To Setup Clarity PPM Experience

Creating Guidance Content

  • Best Practices: Use Cases for Different Guidance Types
  • Creating a Workflow
  • Creating Validations
  • Creating Tooltips
  • Creating Announcements
View all (9)

Apty Integrations

  • Apty Integration with Moodle
  • Apty Integration with Cornerstone
  • Apty Integration with Google Forms (Embedding Surveys into Announcements)
  • Apty Integration with Microsoft Forms (Embedding Surveys into Announcements)
  • Apty Integration with Qualtrics (Embedding Surveys into Announcements)
View all (8)

Release Notes

Versions 4.0.x

  • Version 4.16 July 2022
  • Version 4.15 April 2022
  • Version 4.14 January 2022
  • Version 4.13 November 2021
  • Version 4.12 October 2021
View all (15)

Apty Suite September 2019

  • What is Apty Suite
  • Components of Apty Suite

Versions 3.0.x / Apty Assist

  • Version 3.0.5 March 2020
  • Version 3.0 July 2019

Training / Certification Program

Overview

  • Introduction
  • Apty Components (Overview and Installation)

Session 1

  • Objectives & Prerequisites
  • Creating Workflows

Session 2

  • Objectives & Prerequisites
  • What is a Frame and how to create it
  • Creating Tooltips
  • Creating Launchers
  • Creating Announcements

Session 3

  • Objectives & Prerequisites
  • Administration and Customization
  • Creating Validations

System Status & Troubleshooting

Questions on Editor

  • Can't Login into Editor?

System Status

  • Apty's Response to the Log4j Vulnerability

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