Configure Self Help

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

Use the following steps to configure a Self Help segment:

1. On the Whatfix dashboard, hover your cursor over the navigation panel, and then click Themes.
   

2. 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
  

4. In the Attention section, you can make the following configurations:

• Change the widget animation and the frequency of display.
  

• Change the onboarding themes

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

• 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.
  

5. In the Interaction section, you can make the following configurations:

• Select how you want to execute links.
• Select how you want to execute Flows.
  

6. In the Support section, you can make the following configurations:

• Enable or disable the email, chat, and ticketing support
  

7. In the Personalize section, you can personalize content for you end users based on their content usage history.
   

8. Click Save.