--- title: "Configure Self Help" slug: "configure-improved-self-help" updated: 2026-01-15T06:35:19Z published: 2026-01-15T06:35:19Z --- > ## 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 Self Help Whatfix enables you to configure the appearance and behavior of the Self Help widget to align with your application's design. Configurations includes updating the widget's icon, position, animations, interaction settings, personalizing content, and more, to provide a seamless experience for your users. Expand the following accordions for more details: ## **Configure Hub** > [!WARNING] > Note: > > Hub is a Beta feature. To enable this feature for your account, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Request%20to%20enable%20unified%20Hub%20experience%20&body=Hi%20team%2C%0A%0APlease%20enable%20Hub%20for%20our%20account.%20%0A%0AThanks). In Hub, configurations set in the **Style** section for Self Help apply to the entire Hub widget, including the Task List tab. ![Hub unified panel task list](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Hub%20Unified%20Panel_Task%20List.png) ### **Style**section for Self Help In the **Style** section for Self Help, go the the following tabs to control the [appearance](/studio/docs/appearance-and-orientation-of-self-help) and [behavior](/studio/docs/configuring-how-users-interact-with-self-help-content) of the Task List on Hub: **Customisations** - [Appearance](/studio/docs/appearance-and-orientation-of-self-help) of Header, Panel, and Floating Action Button (FAB), including text, colors, layout, and more. - [Position](/studio/docs/reposition-the-self-help-widget) of FAB, including the option to enable end users to **Allow drag-and-drop**for the Hub widget. **Interaction** - [Behavior](/studio/docs/configuring-how-users-interact-with-self-help-content) of **Execute Flows** for Flows launched from both Self Help and Task List. > [!NOTE] > Info: > > For Task List on Hub, the following options in the **Style**section for Task Lists do not apply: > > - **Icon Color** > - **Position** > - **Header Color** > - **“X” color** > - **Execute Flows** ### **Style**section for Task List In the **Style** section for Task List, configure **Sequential Tasks**, **Task Progress**, and **Header Text**. To learn more, see [Task List on Hub](/studio/docs/tasks-on-hub). To configure all other Hub **Style** configurations, expand the **Configure Improved Self Help** accordion. ## Configure Improved Self Help > [!NOTE] > **Info:** > > Improved Self Help is a Beta feature. To enable Improved Self Help on your dashboard, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Enable%20Improved%20Self%20Help&body=Dear%20Whatfix%20Support%20Team%0A%0APlease%20enable%20Improved%20Self%20Help%20for%20my%20account.%0A%0AThanks%20and%20regards%0A). Improved Self Help provides an enhanced and revamped end-user experience. The Improved Self Help widget offers an enhanced experience for your users and is highly customizable. Configure its appearance, behavior, integrations, and Smart Features to comply with brand guidelines and meet your users' needs. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Style.png) > [!WARNING] > Note: > > To ensure that your Improved Self Help is Web Content Accessibility Guidelines (WCAG) compliant, Whatfix recommends selecting colors and themes according to the [WCAG guidelines](/studio/docs/accessibility-statement). Use the following steps to customize your Improved Self Help segment: 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) 2. Click **Self Help**. ![styles_sh.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/styles_sh.png) Expand the following accordions for more details: ****Customize the Appearance of Self Help**** Modify the look and feel of the Improved Self Help widget and its Floating Action Button (FAB). Control the widget's theme, layout, and color scheme to align with your application's design. Customize the following aspects of the Improved Self Help widget: - **Visual Theme for Self Help Panel, Header, and FAB**: Choose between **Light**, **Dark**, or **System default** modes for the widget's panel. Customize the colors, text, and icons for both the widget's header and the FAB. ![Light Mode Dark Mode for Self Help](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Light%20Dark.gif) - **Layout and Spacing**: Adjust the corner radius, content layout (**Detaile**d or **Minimal**), and spacing between elements. ![Self Help Layout Types](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Layout.gif) For more information, see [Customize the appearance of Self Help](/studio/docs/appearance-and-orientation-of-self-help). ****Customize the Orientation of Self Help FAB**** Set a default position for the FAB and enable users to drag and drop it to a new location on their screen. ![Self Help Fab orientation moves from horizontal to vertical](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Self%20Help_FAB%20Orientation.gif) For more information, see [Customize the orientation of Self Help FAB](/studio/docs/customize-the-launcher-orientation-for-self-help). ****Capture User Attention in Self Help**** Draw users' attention to the Improved Self Help widget using subtle animations and onboarding messages for first-time users. **Icon Animation**: Animate the FAB with effects such as **Ripple**, **Flash**, or **Pulse** to make Improved Self Help more noticeable. For more information, see [Animate the Self Help Tab](/studio/docs/animate-the-self-help-tab). ![Animate Self Help](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Animate.gif) **Onboarding Nudge**: Display a tooltip message the first few times users see the widget to introduce them to its purpose. ![tooltip to nudge users with self help](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Self Help_Nudge(1).png) For more information, see [Nudge users to show Self Help](/studio/docs/capture-user-attention-in-self-help). ****Configure****the Behavior of Content Launched from Self Help**** Define how different types of Whatfix content launch when users click content inside the Self Help widget. - **PDFs and Links**: Configure links and PDF files to open in a new tab or the same window. - **Flows**: Choose to launch Flows on the same page, in a new tab, or as a Pop-up or Slideshow. For more information, see [Configure the behavior of content launched from Self Help](/studio/docs/configuring-how-users-interact-with-self-help-content). ****Integrate Support Channels**** Integrate your existing support channels directly into the Improved Self Help widget, ensuring a unified experience for your users to access help. - **Support Tickets, Email, and Chat**: Add options for users to raise a support ticket, send an email, or start a live chat session. To enable these integrations, see [IntegrateTicketing](/studio/docs/integrating-ticketing-in-self-help), [Email Support](/studio/docs/integrate-email-support-in-self-help), and [Live chat when Self Help search result is empty](/studio/docs/integrate-livechat-in-self-help). ![self help support for end users including email, raise ticket, and live chat](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_support_end%20user.png) - **Chatbot**: Embed a chatbot directly within the widget by providing your chatbot's URL. For more information, see [Integrate Chatbot in Improved Self Help](/studio/docs/chatbot-support-in-improved-self-help). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Chatbot_Integration.png) ****Collect User Feedback**** Gather valuable insights from your users by enabling a feedback form in Improved Self Help. Use this form to collect feedback on your Improved Self Help content or the underlying application itself. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/apphub_overview(1).gif) Customize the feedback form to: - Add predefined feedback categories using a dropdown. - Require users to enter their email address. - Enable users to capture and attach screenshots. - Set up email notifications to be sent instantly, daily, or weekly to a list of recipients when new feedback is submitted. For more information, see [Feedback](/studio/docs/feedback). ****Enable Smart Features: QuickRead and Personalization**** In Improved Self Help, enable QuickRead and personalize content for your end users based on their content usage history. - **QuickRead**: Provide AI-powered summaries of help content to end users' search queries within the Self Help widget. For more information, see [QuickRead - Summarized Answers in Self Help](/studio/docs/quickread). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/quickread_apphub.gif) - **Personalization**: Tailor the content displayed in the Improved Self Help widget based on each user's content history. For more information, see [Personalization in Self Help](/studio/docs/personalizing-content-in-self-help). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/PersonalizationinSH(1).gif) ## **Configure Old Self Help** > [!WARNING] > Note: > > To ensure the Self Help widget is WCAG compliant, Whatfix recommends selecting colors and themes according to the WCAG guidelines. Use the following steps to customize an Old Self Help segment: 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) 2. Click **Self Help**. ![styles_sh.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/styles_sh.png) 1. In the **Appearance** section, 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_styles_appearance.png) 1. In the **Attention** section, make the following configurations: - Change the widget animation and the frequency of display. ![RB_DB_SH_animateSHicon](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_animateSHicon.png) - Change the onboarding themes. - Change the button text, background color, and text color. ![RB_DB_SH_onboardingthemes1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_onboardingthemes%281%29.png) - Enable or disable the onboarding message when your users open the Self Help widget. - Edit the onboarding message. - Choose to display 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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_Onboardingmessageoptions.png) > [!WARNING] > Note: > > When enabled, the onboarding message is displayed to all your end users (not just new users) for the set number of times. For more information, see [Animate the Self Help Tab](/studio/docs/animate-the-self-help-tab). 1. In the **Interaction** section, make the following configurations: - Select how you want to execute links. - Select how you want to execute Flows. ![sh_styles_interaction.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_styles_interaction.png) > [!WARNING] > Note: > > For more information, see [Configure Content Interaction in Self Help](/studio/docs/configuring-how-users-interact-with-self-help-content). 1. In the **Support** section, make the following configurations: - Enable or disable email, chat, and ticketing support. ![sh_styles_support.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sh_styles_support.png) > [!WARNING] > Note: > > Link [email](/studio/docs/integrate-email-support-in-self-help), [chat](/studio/docs/integrate-livechat-in-self-help), and [ticketing](/studio/docs/integrating-ticketing-in-self-help) support when your end users get no results in Self Help. 1. In the **Smart features** section, enable [QuickRead](/studio/docs/quickread) and [Personalization](/studio/docs/personalizing-content-in-self-help) for your end users based on their content usage history. ![personalization_quickread.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/personalization_quickread%281%29.png) 2. Click **Save**. > [!WARNING] > Note: > > - Preview changes using [Preview mode](/studio/docs/how-to-use-preview-mode-to-review-content) on Studio, and then [Publish](/studio/docs/pushing-whatfix-content-to-production) the content to make it available for end-users. > - Additionally, Whatfix enables you to test Advanced Customization code changes using [Preview extension](/studio/docs/use-preview-extension-to-test-whatfix-content). To ensure you follow best practices while configuring the Improved Self Help, see [Self Help Best Practices](/studio/docs/self-help-best-practices). ## Related - [Close Self Help on click of application](/close-self-help-on-click-of-application.md) - [Disable Self Help Exit Feedback Pop-up](/disable-self-help-exit-feedback.md) - [Maximize Self Help](/adjust-size-of-self-help.md) - [Change where the Self help Live Chat Opens](/change-where-the-self-help-live-chat-opens.md)