Navigation and workbench sections

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Navigation bar

  • Go to documentation: Open the FoxBase help area (Knowledge Hub including documentation).

  • Copy selector ID to clipboard: Copy the selector ID to the clipboard.

  • Save: Save the work status in the staging environment.

  • Launch parameters: Set the language and embed parameters for the selector preview.

  • Launch: Open the selector preview.


Workbench areas

  • Live view: Switch between editing mode (staging; toggle off) and live view (toggle on).

  • Log out: Log out of the workbench.

  • Selectors: Open the list of available selectors and release the current selector for other users.

  • Settings: General settings for tracking, questionnaire, color schemes, CSS styling and button labels.

  • Questionnaire: Create and edit questionnaire.

  • Filter: Configure filter logic.

  • Result Page: Create result page.

  • Form Page: Create contact form.

  • Thank You Page: Create thank you page.

  • Incompatibilities: Configure incompatibilities between answers.

  • Translations: Set translations.

  • Products: Import products.

  • Matrix: Configure matrix logic.

  • Data Sources: Manage data sources (e.g. for email notifications by zip code).

  • Wishlist: Create wish list.

  • Lead: Create email notifications.

  • Algorithm: Configure algorithm (select recommendation logic, create rules, use AI, define number of recommendations, exclude answer options from the calculation)

  • Insights: View and download analysis of key figures.