Create a copy of Self Help

  • Updated On Nov 11, 2025
  • Published on Nov 24, 2023
  • 1 minute(s) read
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Note:

The process of creating a copy of Self Help is the same for both the old and improved Self Help experience.

Whatfix enables you to create a copy of a Self Help segment and modify it as required. It reduces the time required to create a new segment and promotes reusability.
The copied segment retains the same content, visibility rules, and search scope. Any changes made to the copy do not affect the original segment.

Note:

A copy of a Self Help segment can be created only in the widget section within the Dashboard.

Create a copy of a Self Help segment

  1. On the Whatfix Guidance dashboard, click Widgets.
    db_widgets.png

  2. Click Self Help.
    db_widgets_sh.png

  1. Hover your cursor over the Self Help segment you want to copy, then click the Copy icon.
    ia_self_help_copy
Note:
  • Whatfix content and widgets can be copied in the Draft, Ready, and Production stages.
  • The copy of the Whatfix content or widget has the title: Copy of <Content/Widget Title>.
    Copied_SH

  1. Hover your cursor over the copied Self Help segment, then click the Edit icon to make necessary changes.
    Click_edit_SH

  2. Make the necessary changes.

  3. Click Save.
    image.png

Note:

Push the copied Self Help from the Draft or Ready stage to the Production stage for it to appear in your application, see Push Whatfix content and widgets to Production.