Whatfix enables customization of how end users see Flows and Links when interacting with such content in Self Help.
Note:
Interaction configuration applies only to Flows and Links.
Expand the following accordions for more details:
Configure the Interaction in Old Self Help
Note:
The old Self Help experience will be deprecated after June 2025. If you'd like to enable the Improved Self Help experience earlier, contact support@whatfix.com.
Use the following steps to configure the Interaction:
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On the Whatfix Guidance dashboard, click Style.
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Click Self Help.
Click Interaction.
In the Execute Links section, configure the following:
On same page: Displays the link in a popup on the application page.
Info:
Configure how the link popup appears for your end user using the following options,
Where Self Help is positioned: The popup opens where the Self Help widget is placed on your application.
Right Align: The popup opens on the right side of your application.
Left Align : The popup opens on the left side of your application.
Center Align: The popup opens at the center of your application.
Change the size of the link pop-up using the dropdown.
On new page: Opens the link on a new tab.
Note:
On Mac machines, if the browser is in full screen or maximized mode, the link opens in a new tab instead of a popup. To avoid this, exit from full screen to minimized mode for the link to open in a popup.
In the Execute Flows section, make the following configurations:
On Same Page: Runs the Flow on the same application page
On New Page: Opens the application on a new tab and runs the Flow
As Pop-up: Displays the Flow information pop-up and runs the Flow when the user clicks Guide Me
As Slideshow: Displays the Flow in a slideshow format
Click Save.
Info:
Ensure that you push the changes made to Production so that the latest behavior is reflected for end users.
Configure the Interaction in Improved Self Help
Use the following steps to configure the Interaction:
-
On the Whatfix Guidance dashboard, click Style.
-
Click Self Help.
Click Interaction.
In the Execute Pdfs and Links section, configure the following:
On same page: Displays the Pdfs and Links in a popup on the application page.
Info:
Configure how the Pdf and Link popup appears for your end user using the following options:
Where self help is positioned()recommended: The popup opens where the Self Help widget is placed on your application.
Right Align: The popup opens on the right side of your application.
Left Align: The popup opens on the left side of your application.
Center Align: The popup opens at the center of your application.
Change the size of the link pop-up using the dropdown.
On new page: Opens the Pdfs and Links on a new tab.
Note:
On Mac machines, if the browser is in full screen or maximized mode, the link opens in a new tab instead of a popup. To avoid this, exit from full screen to minimized mode for the link to open in a popup.
In the Execute Flows section, make the following configurations:
On Same Page: Runs the Flow on the same application page
On New Page: Opens the application on a new tab and runs the Flow
As Pop-up: Displays the Flow information pop-up and runs the Flow when the user clicks Guide Me
As Slideshow: Displays the Flow in a slideshow format
Click Save.
Info:
Ensure that you push the changes made to Production so that the latest behavior is reflected for end users.