Deploy Whatfix extensions on Safari for iOS devices

1. Open the link shared with you by the Whatfix team on your iOS device. Let’s say you are a part of an organization called ABC Industries. Here’s an example installation link: https://apps.apple.com/us/app/whatfix-for-abc-industries/id123456789.
   
   You are then redirected to the App Store to complete the installation.
   

2. Tap the Download icon. The Whatfix extension gets installed on your iOS device.
   

   Note

   If you Open the Whatfix extension from the App Store, the application displays the following page and prompts you to enable and configure the extension from the device’s System Settings.
   

After you have installed the extension, log in to your application. Whatfix content may not appear on your application. To start seeing Whatfix content you must enable the Whatfix extension specific to your organization under Manage Extensions in the Safari browser. This is a one-time setup.

Use the following steps to enable the extension:

1. Open the Safari browser on your iOS device.
   

2. Log in to the application where you want to see Whatfix content.
   
   
   
   
   

3. Tap the Extensions icon.
   
   

4. In the dropdown, tap Manage Extensions.
   
   
   

5. Enable the Whatfix for ABC Industries toggle.
   
   
   Before Whatfix can display content, you need to enable certain permissions (for the first time) from the Safari browser, continued as follows:
   
   

6. Tap the Extension icon and then go to the Whatfix extension. Tap the Warning icon that appears next to the Whatfix extension to allow additional permissions.
   
   

7. Safari displays the following dialog boxes on your screen:
   a. In the first dialog box, select Allow always…
   
   

   Note

   • Allow for One Day: enables Whatfix content to be displayed for one day on this specific URL.

   • Always Allow…: enables Whatfix content to be displayed indefinitely on this URL. Whatfix recommends that you select this option.

   • Don’t Allow: doesn’t enable Whatfix content to be displayed.

   
   b. In the second dialog box, select Always Allow on Every Website.
   
   

   Note

   • Always Allow on These Websites: enables Whatfix content to be displayed on the specific URL that you are on.

   • Always Allow on Every Website: enables Whatfix content to be displayed on all websites. Whatfix recommends that you select this option.

   • Don’t Allow: doesn’t enable Whatfix content to be displayed.

8. Refresh the page, and the content starts appearing on your application. For example, the following image displays the Self-Help widget on the Salesforce application:
   

Sometimes even after you enable the Whatfix extension from the Safari browser, Whatfix content may not appear on your application.  

Use the following steps to check if permissions and other details are configured correctly:

1. On your device, open System Settings.  

2. Scroll down and tap Safari.
   
   
   

3. Select Extensions.
   
   
   

4. Check if the Allow Extension toggle is enabled.
   
   

   Note

   The PERMISSIONS section displays the URLs that are authorized and configured to display Whatfix content. Ensure that the websites that you want Whatfix content to appear on are set to Allow:
   

   i. Select the URL on which Whatfix content needs to be displayed.
   
   
   ii. Ensure Allow is selected.