--- title: "Configure how Users Interact with Self Help Content" slug: "configure-how-users-interact-with-self-help-content" updated: 2026-08-13T15:39:31Z published: 2026-08-13T15:39:31Z canonical: "support.whatfix.com/configure-how-users-interact-with-self-help-content" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure how Users Interact with Self Help Content Whatfix enables customization of how end users see Flows and Links when interacting with such content in Self Help. > [!WARNING] > Note: > > Interaction configuration applies only to Flows and Links. Expand the following accordions for more details: **Configure the Interaction in Old Self Help** > [!WARNING] > 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](mailto:support@whatfix.com?subject=Enable%20Improved%20Self%20Help%20Experience&body=Team%2C%20kindly%20enable%20the%20improved%20Self%20Help%20experience%20for%20the%20following%20ENT). Use the following steps to configure the Interaction: 1. On the Whatfix Guidance dashboard, click **Style**. ![ia_left%20nav_style](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_style.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) 2. Click **Self Help**. ![styles_sh.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/styles_sh.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) 1. Click **Interaction**. ![interaction_in_sh_style](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/interaction_in_sh_style.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) 2. In the **Execute Links** section, configure the following: ![RB_DB_SH_executelinks1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_executelinks%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) - **On same page**: Displays the link in a popup on the application page. > [!NOTE] > Info: > > - Configure how the link popup appears for your end user using the following options, > > ![RB_DB_SH_executelinksonsamepage](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_executelinksonsamepage.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) > - **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. ![RB_DB_SH_changethesizeofpopup](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_changethesizeofpopup.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) - **On new page**: Opens the link on a new tab. > [!WARNING] > 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. 1. In the **Execute Flows** section, make the following configurations: ![RB_DB_SH_executeflows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_executeflows.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) - **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 1. Click **Save**. ![RB_DB_SH_Clicksavesupport](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_Clicksavesupport.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) > [!NOTE] > Info: > > Ensure that you [push the changes made to Production](/desktop/docs/publishing-content) 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: 1. On the Whatfix Guidance dashboard, click **Style**. ![ia_left%20nav_style](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_style.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) 2. Click **Self Help**. ![styles_sh.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/styles_sh.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) 1. Click **Interaction**. ![SH_Interaction.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Interaction.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) 2. In the **Execute Pdfs and Links** section, configure the following: ![SH_Execute_links.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Execute_links.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) - **On same page**: Displays the Pdfs and Links in a popup on the application page. > [!NOTE] > 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. ![SH_execute_links_on_same_page.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_execute_links_on_same_page.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) > - Change the size of the link pop-up using the dropdown. ![RB_DB_SH_changethesizeofpopup](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_changethesizeofpopup.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) - **On new page**: Opens the Pdfs and Links on a new tab. > [!WARNING] > 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. 1. In the **Execute Flows** section, make the following configurations: ![RB_DB_SH_executeflows](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_executeflows.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) - **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 1. Click **Save**. ![RB_DB_SH_Clicksavesupport](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_Clicksavesupport.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A49%3A47Z&se=2026-11-12T09%3A49%3A47Z&sr=c&sp=r&sig=qbOe%2BNkp0Xs2MkX88r7x7GSxRhvgGxplNs6kpr%2BcyL8%3D) > [!NOTE] > Info: > > Ensure that you [push the changes made to Production](/desktop/docs/publishing-content) so that the latest behavior is reflected for end users.