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Enable or Disable Personalization
  • 15 May 2025
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Enable or Disable Personalization

  • Updated On 15 May 2025
  • 1 Minute To Read
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Article summary

Enable or disable Personalization from the Style -> Self Help section of the Whatfix Guidance dashboard.

To enable Personalization, your account must meet the eligibility criteria. The first time your account becomes eligible for Personalization, it is automatically enabled. For more information, see Eligibility Criteria for Personalization.

Info:

Expand the accordion(s) for more details.

Enable or disable Personalization in Old Self Help

Note:

The old Self Help experience will be deprecated after June 2025. If you'd like to enable the Improved Self Help experience earlier, contact support@whatfix.com.

Use the following steps to enable or disable Personalization on your Dashboard:

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

  2. Click Self Help.
    styles_sh.png

  1. Click Smart features.
    click_smart_features.png

  2. Click Personalization.
    click_personalization.png

  3. Enable or disable the Enable personalization toggle.
    enable_personalization.png

Info:

Once you disable Personalization, it does not get automatically enabled in the future. For example, if your account becomes non-eligible, Personalization will not be automatically enabled when it becomes eligible again.

  1. Click Save.
    qr_save.png
Info:

For changes to reflect for your end users, perform a push to Production.
clm_db_push all to production

Enable or disable Personalization in Improved Self Help

Info:

Improved Self Help is a Beta feature. To enable Improved Self Help on your dashboard, contact support@whatfix.com. Improved Self Help provides an enhanced and revamped end-user experience of the Self Help widget. Once enabled, end users see Improved Self Help instead of the Self Help widget.

Use the following steps to enable or disable Personalization on your Dashboard:

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

  2. Click Self Help.
    styles_sh.png

  1. Click Smart features.
    Improved_SH_Smart_Features.png

  2. Click Personalization.
    click_personalization.png

  3. Enable or disable the Enable personalization toggle.
    enable_personalization.png

Info:

Once you disable Personalization, it does not get automatically enabled in the future. For example, If your account becomes non-eligible, Personalization is not automatically enabled when it becomes eligible again.

  1. Click Save.
    qr_save.png
Note:

For changes to reflect for your end users, perform a Push to production.
DB_P2P.png

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