Version 4.0 March 2020

New updates are available March 2020; your current implementation will not be affected by the updates. Apty Customer success team will assist you in the process of getting access to new features

In the previous release we introduced Apty Suite with a number of new features and components that add a missing step to the traditional approach of building assisting content: research. 

Lens, a new component of Apty, allows you to define expectations for efficiently completed business processes, and with Insights you can in real time discover user activity, detect error trends, and estimate average session duration to have better understanding of how your users interact with the system. This information becomes priceless for analyzing the needs of various user groups, understanding which type of content brings an optimal solution to specific areas of application, and creating a safe space for your users by providing instructions in the potentially confusing areas of application. 

Another recent addition to Apty, Automaton, assists users in a different way - it helps completing day-to-day tasks by communication with an interactive chatbot, that reminds, guides and finishes tasks by making API calls to the application.

The major goal of a new release was to bring all these pieces together and integrate them with Apty Assist, which serves for creating and managing instructional content. This integration reduces the amount of tools to be installed, and makes their usage intuitive and effortless by turning Apty into the platform that helps users fight 4 main adoption challenges: lack of awareness, lack of knowledge, lack of time and lack of motivation.

In order to consolidate all components of Apty Suite and turn them into an integrated platform, the major focus of current release was dedicated to changing to a more scalable and robust architecture. The following is a component-view:

Apty Studio


Key functions: connecting to the hosting application, building content, creating Activities with Lens and connecting to Automation.

Apty Widget


Key functions: providing access to the content built with Studio, listening to the events, collecting data for Insights and Analytics.

Admin Portal


Key functions: a central hub for storing and managing (publishing, translating) instructional elements for different web applications, comparing actual user behavior with the expected action pattern defined in Lens, segmenting content for different user groups, accessing Analytics of tools and element usage, and configuring global settings for international teams.

This article provides a brief overview of the new features introduced in Apty in the 4.0 Release.




Admin Portal

Apty Insights has been integrated with the Admin Portal

PATH: Admin Portal > select an application on the left side bar > Insights > Dashboard / Activities

Apty Insights tracks and analyzes how users interact with the applications and how efficiently they can complete custom business processes. The major goal of this release was to turn an Admin Portal into a hub that provides access to both Assist and Insights analytics data and serves as a single point for settings, applications management, etc. Insights has been added to the Admin Portal and provides easy access to the following information:

New Users: Apty tracks users who log in or visit the application for the first time. This graph displays the total number of new users for the selected time range. 

Active users is a number of users who visited or interacted with the application over the selected time range.

Avg. Session: Average Session Duration is the average amount of time users spend in the application. It is calculated by dividing the total duration of all sessions (in seconds) by the number of sessions started over the selected time range. 

Error Trends: Apty tracks the number of application user interface errors (such as warnings, field validation error, form submission error, etc.) and displays the total amount of errors for the selected time range. 

Top Activity Completion: Activities are blueprints of how certain actions should be performed within the application. Activity completion tracks the number of times users followed the action patterns and completed the Activities in the expected way over the selected time range. 

Activity Usage per Segment: Activity per Segment keeps track of the Activities started or completed by users belonging to each segment for the selected time range.

A number of changes has been made to the Admin Portal menu:

Assist Usage (Analytics) Dashboard: Knowledge Center and Content Search have been added: Represents the total number of items in the Knowledge Center over the number of times the content has been used.

Content Search: Represents the total number of search terms entered by the user over the results received.

Automation starter files available in Downloads

PATH: Admin Portal > System Settings > Downloads tab

Automation starter files are now available for Windows and macOS at System Settings > Downloads tab.

System Settings: User Segmentation Enhancements

PATH: Admin Portal > select application on the left sidebar > Manage Current Application   (Gear icon) > Segmentation tab

Segmentation is a practice of assigning users to specific groups based on characteristics they share, such as role, department, division, etc. Segment creation page has been moved from Application menu > Manage > User Segmentation to System Settings > Segmentation. 

To create  a new segment:

1.   At the top right corner of the screen click New Segment.

2.   Provide Segment name and define the filtering criteria:

Statement
Variable
Condition
Filter
IF / AND / OR IF
App Variable / Browser / Location
contains / equal to / not equal to
Depends on the selected variable

3.   Toggle the Enable button to activated this Segment. To make this segment inactive, disable it by switching the toggle.

4.   Once done with the settings, click Save at the bottom of the screen.

For more details refer to: What is a segment?

System Settings: Real time Assist and Insights data

The dashboards for Apty Insights and Analytics (Assist Usage) is now updated on the real-time basis. This enhancement eliminates the need to schedule jobs for loading and exporting analytics: loading the data to analytical tables from transaction tables, as well as exporting analytics data to a remote server is now performed automatically. Note: Scheduler has been removed from Apty Admin > System Settings.


Apty Studio

Integration with Lens and Automation

In the prior versions of Apty, Studio used to function solely as a tool for creating instructional content for navigating and assisting end users with the bottlenecks of the hosting application; namely, for building Workflows, Validations, Launchers, Tooltips, and Announcements.

Introduction of Lens and Automation gives new perspective to the process of content creation:

Lens: is used to set the expected pattern of end user behavior in the hosting application. This pattern is further used by Apty for comparison with actual user behavior, analyzing deviations from the ideal ways of processes execution, and, eventually building effective support strategies. Lens revolutionizes digital adoption capabilities by providing an ability to create supporting content through researching needs and struggles of your end users first, and using these insights for creating content.

Automation: simplifies processes in your application by turning them into dialog with intelligent assistants and submitting received information to the hosting application through the APIs. 

In a new version of Apty, content creation functionality, as well as access to Lens and Automation are implemented in a single place: Apty Studio. 

Workflows: Keywords has been added to the Studio

When creating Workflows, you can now use descriptive keywords that may help users to find this Workflow the Search box of the Widget. For example, for the Workflow describing the procedure of editing customer address, you may add keywords like: "customer", "address", "zip", "home address", "state", etc.


For more details refer to:  How to create a Workflow

Frames & Anchor points merge

In versions 3.0.x and prior when a Workflow and switching to the step that started on a new page, it has been marked as an Entry Point and a new page was identified through the Anchor Points. When Tooltips, Validations, Launchers, and Announcements were added to the pages, they were created within Frames that also operated in the anchor logic. In a new version, Anchor Points and Frames have been merged.


For more details refer to:  What is a Frame?

Apty Widget 

An ability to deactivate Apty Widget has been added

PATH: Admin Portal > select application on the left sidebar > Manage Current Application   (Gear icon) > General Settings

Apty widget providing access to the published Workflows and Q&A materials may now be switched on / off in the Portal.

For more details refer to: Managing Applications

Other Features

  • Security improvements (SOC2 Compliance). 
  • Multi tenancy

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