--- title: "Self Help Best Practices" slug: "self-help-best-practices-1" updated: 2025-10-09T16:08:46Z published: 2025-10-09T16:08:46Z --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Self Help Best Practices ****Ensure****Smart Context is enabled**** When enabled, Smart Context automatically tags content created on a particular page with an Auto Tag. With [Smart Context](/studio/docs/smart-context) enabled, all content must have at least one Auto Tag attached to it. Otherwise, it does not appear in Self Help. ****Introduce Self Help to new users**** New users might not be aware of your Self Help widget's capabilities. It provides on-demand, contextualized help specific to the page they're on. To increase awareness, send emails or Pop-ups to introduce the feature to new user segments. For more information, see [Create a Pop-up](/studio/docs/creating-pop-ups). ****Use Nudges to increase Self Help discovery**** Configure **Nudges** to display a custom message on the Self Help **FAB** for first-time users. For more information, see the **Attention** section in [Configure Self Help](/studio/docs/configure-improved-self-help). ![Nudge tooltip in Self Help](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Self%20Help_Nudge.png) ****Animate the Self Help tab to catch end users' attention**** [Animating the Self Help Tab](/studio/docs/animate-the-self-help-tab) catches end users' attention and helps them find answers themselves. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Animate(1)(1).png) ****Integrate your Content Repository**** Integrate your existing content Repository with Whatfix and display them as contextual links in Self Help. This enables your end users to get relevant content inside your application rather than switching between applications. > [!WARNING] > Note: > > To ensure **QuickRead** also includes your existing support articles in its summarized AI responses, integrate your Content Repository in Self Help. For more information, see [Integrate your Content Repository with Whatfix](/studio/docs/integrate-your-content-repository-with-whatfix). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_selfhelp_links.gif) ****Enable QuickRead for summarized AI answers**** **QuickRead** provides summarized responses to user queries based on your Whatfix content and content in your integrated Repositories. To enable QuickRead, see [How to Enable QuickRead?](/studio/docs/enable-quickread) For more information, see [Introduction to QuickRead](/studio/docs/introduction-to-quickread). ****Deliver specific content to users using Tags**** Segment Self Help using **Tags** so that end users receive relevant and focused content. Tag content based on the **pages** on which you want them to appear or the **roles** for whom you want them to appear. For example, to display certain content only to account managers, create a **Role Tag** and add it to your content. For more information, see [Add Page Tags and Role Tags to content](/studio/docs/add-tags-to-content). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_selfhelp_grouping.gif) ****Ensure Self Help and Content Tags match**** Content only appears in a Self Help segment if its tags, such as **Role Tags** and **Page Tags** match the segment’s **Tags**. For more information, see [Add Page Tags and Role Tags to content](/studio/docs/add-tags-to-content). > [!WARNING] > Note: > > If your dashboard has at least one **Role Tag**, all content needs to have a **Role Tag** attached to it. Otherwise, the content won’t appear to your end users. For more information, see [Content does not show in Self Help](/studio/docs/contentnotshowingupinselfhelp). ****Group related content together inside Self Help**** Grouping similar content inside Self Help provides context and helps your end users navigate better. Whatfix also enables you to create multiple sub-groups within a **Group**. For more information, see [Self Help groups](/studio/docs/content-grouping-in-self-help). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_selfhelp_nested grouping.gif) ****Add correct Tags to control Search Scope**** Use the **Tags** option in Search Scope to control which content appears in search results. Add the correct **Tags** to ensure the content is visible. For more information, see [Search Scope of a Self Help segment](/studio/docs/restrict-self-help-search-results-using-tags). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Search_Scope.gif) ****Use Keywords to make your content easily available in Search**** Adding **Keywords** to your content helps end users find relevant content, even when the search term does not match the term used in the content. For more information, see [Help Users Find Content in Self Help using Keywords](/studio/docs/help-users-find-content-in-self-help-using-keywords). > [!WARNING] > Note: > > **Keywords** have a higher priority than the words included in your content. For example, the text entered in **Describe your Flow**. > > Refer to the following hierarchy for the priority applied to the text evaluated by the Self Help search algorithm: > > **Name of your Flow** > **Search Keywords** > **Describe your Flow** > **Purpose of this step** > **Describe the step action** > > For more information, see [Understand how Search Works in Self Help](/studio/docs/understand-how-search-works-in-self-help). ****Use Diagnostics to review visibility issues with Self Help**** If Self Help is not appearing on the page, use **Diagnostics** to understand the issue, and then update the correct Visibility Rules. For more information, see [Troubleshoot Self Help using Diagnostics](/studio/docs/troubleshoot-self-help-using-whatfix-diagnostics). ****Use Guidance Analytics to increase user engagement**** Track and Analyze how your end users engage with your Self Help widget. Act on these insights to address user needs and increase their engagement with Self Help. For example, to address unanswered queries with no search results shown in Self Help, create new support articles and add them to the Self Help segment. For more information, see [Self Help Analytics - New Guidance Dashboard](/studio/docs/overview-of-the-self-help-analytics-new-guidance-dashboard). ****Collect feedback in Self Help**** Enable feedback collection from end users to enhance your Whatfix content and gain insights into your application. For more information, see [Feedback](/studio/docs/feedback). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/apphub_feedback.gif) Whatfix also enables you to integrate feedback received from end users with service desk tools, such as Jira, Zendesk, Freshdesk, ServiceNow, and more. For more information, see [Integrate feedback with service desk tools](/studio/docs/integrate-feedback-with-service-desk-tools). ****Enable users to raise tickets from Self Help**** Integrate your existing ticketing platform with the Self Help widget. This enables users to raise support tickets when they can't find relevant content. For more information, see [Integrate Ticketing in Self Help](/studio/docs/integrating-ticketing-in-self-help). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Ticketing_Support.png) ****Enable Chat support**** Integrate your existing **Live chat** and **Chatbot**application in Self Help. This enables end users to get direct support when they cannot find the help content they need. - **Live Chat**: Connects users with your support representatives for direct assistance. For more information, see [Enable live chat when Self Help search result is empty](/studio/docs/integrate-livechat-in-self-help). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Improved_SH_Chatbot.png) - **Chatbot**: Offers users automated support to help them complete tasks independently. For more information, see [Integrate Chatbot in Improved Self Help](/studio/docs/chatbot-support-in-improved-self-help). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Chatbot_Integration.png) ****Manage content display limits in Self Help**** Self Help shows end users only the first 20 pieces of content in a segment, which is called the [default listing](/studio/docs/add-content-to-a-self-help-segment). To configure the number of content pieces shown to end users, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Increase%20content%20display%20limits%20in%20Self%20Help&body=Dear%20Team%2C%20%0A%0APlease%20increase%20the%20content%20limit%20for%20the%20number%20of%20items%20shown%20in%20Self%20Help.%0A%0AThanks%20and%20regards). To ensure end users see the most relevant content first, [group](/studio/docs/content-grouping-in-self-help) the content or manually reorder it within the segment. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_selfhelp_nested grouping.gif) ****Map content at every mapping stage**** If it's the first time you are setting up Self Help, content might not appear in the Development and Production instances when the conditions in [How to configure environments and map stages?](/studio/docs/how-to-configure-environments-and-map-stages) are incorrect. ****Add****Global-Page tag for static content within Self Help**** For static content such as **Links**, **Videos**, **Articles**, and **PDFs**, add the **Global-Page tag** to the content. This ensures that static content shows on all pages when Smart Context is enabled. Segment content further using **Page** **Tags**and **Role Tags**. > [!WARNING] > Note: > > If your account has multiple **Global tags**, select the one with the highest value. For example, if the tags in your account are Global-Page, Global-Page_1, and Global-Page_2, use Global-Page_2 to tag your content. For more information on viewing the **Global tags** available in your account, see [How can I view the Global tags created in my account?](/studio/docs/how-can-i-view-the-global-tags-created-in-my-account) Whatfix's Product Analytics enables you to track end-user actions and behavior on a product or application. Understand how different types of users use your product or application with Whatfix's no-code Product Analytics solution. After you track and analyze user behavior on your application, use the insights to make data-driven decisions to build better products. ## Related - [Create a Self Help Segment](/create-a-self-help-segment.md) - [Self Help](/self-help.md)