Edit a Self Help segment

  • Updated On Nov 11, 2025
  • 1 minute(s) read
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Once you create a Self Help segment, you can edit it from the Dashboard.

Info:

Expand the accordion(s) for more details.

Edit an old Self Help segment

Use the following steps to edit an Old 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 edit and then click the Edit icon.
    edit_self_help.png
Note:

If your segment is in Production, you can edit it using the Edit in Draft icon. This creates a new version of the segment in Draft that does not affect the version in Production.
clm_db_edit_in_draft

Edit an Improved Self Help segment

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 edit an Improved 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 edit and then click the Edit icon.
    edit_self_help.png
Note:

If your segment is in Production, you can edit it using the Edit in Draft icon. This creates a new version of the segment in Draft that does not affect the version in Production.
clm_db_edit_in_draft