Top
Requirements for Self Help Personalization
  • 21 Jul 2022
  • 1 Minute To Read
  • Dark
    Light
  • PDF

Requirements for Self Help Personalization

  • Dark
    Light
  • PDF

Personalization is a data-dependent feature, i.e., to enable personalization, Whatfix needs sufficient data from the Self Help to display relevant content for a particular end-user. The data required for analysis include the Self Help segment settings, role tags, and search scope. However, there are certain prerequisites before the feature can be enabled for an organization.

The following are the requirements for enabling Personalization in Self Help,

  • The account must have an active Self Help segment for at least 3 months prior to the day of the request.

  • The account must have User Identification enabled for at least 2 months prior to the day of the request.

  • The Self Help must have been opened at least 80 times (across your users) in the last 3 months prior to the day of the request.

  • Users consuming content from Self Help must be at least 15 users in the last 3 months prior to the day of the request.
Note

To Use Self Help more effectively, see Self Help Best Practices.


Was This Article Helpful?

First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.