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Configure Self Help
  • 06 Mar 2024
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Configure Self Help

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Article Summary

You can configure Self Help to perform the following actions:

  • Change the appearance of Self Help
  • Draw attention to the Self Help segment
  • Configure how end users interact with Self Help content
  • Integrate support in Self Help
  • Personalize the Self Help segment
Note

To make the Self Help widget WCAG compliant, content creators need to choose the colors and themes as per the WCAG guidelines.

Use the following steps to configure a Self Help segment:

  1. On the Whatfix Guidance dashboard, click Style.
    ia_left%20nav_style

  2. Click Self Help.
    styles_sh.png

  1. In the Appearance section, you can make the following configurations:
  • Change the widget label and text color in the minimized state
  • Define the widget position
  • Show or hide the header label
  • Change the color of the close icon
  • Change the widget header label and text color in expanded state
  • Change the background color
  • Change the content text color
  • Change the content background color
  • Change the search bar background color
    sh_styles_appearance.png
  1. In the Attention section, you can make the following configurations:
  • Change the widget animation and the frequency of display.
    RB_DB_SH_animateSHicon

  • Change the onboarding themes

  • Change the button text, background color, and text color.
    RB_DB_SH_onboardingthemes1

  • Enable or disable the onboarding message when your users open the Self Help widget.

  • Edit the onboarding message.

  • Choose to show the onboarding message on Self Help in an opened or closed state.

  • Change the number of times the onboarding message is shown to your end users.
    RB_DB_SH_Onboardingmessageoptions

Note

When enabled, the onboarding message is displayed to all your end-users (not just new users for the set number of times.

  1. In the Interaction section, you can make the following configurations:
  • Select how you want to execute links.
  • Select how you want to execute Flows.
    sh_styles_interaction.png
Note

For more information, see Configure Content Interaction in Self Help.

  1. In the Support section, you can make the following configurations:
  • Enable or disable the email, chat, and ticketing support
    sh_styles_support.png
Note

You can link email, chat, and ticketing support when your end users get no results in Self Help.

  1. In the Smart Features section, you can enable QuickRead and personalize content for you end users based on their content usage history.
    personalization_quickread.png

  2. Click Save.


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