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Self Help Configuration
  • 30 Aug 2022
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Self Help Configuration

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Whatfix enables you to customize the following attributes in Self Help:

  • Change the appearance of Self Help
  • Draw attention to the Self Help segment
  • Configure how end users interact with Self Help content
  • Integrate support in Self Help
  • Personalize the Self Help segment

RB_DB_SH_appearance(1)


Note

To make the Self Help widget WCAG compliant, content creators need to choose the colors and themes as per the WCAG guidelines.

Use the following steps to configure the Self Help,

  1. On the Whatfix Dashboard, click Widgets.
    RB_DB_Click widgets(1)

  2. Click the Self Help tile.
    RB_DB_clickSH

  3. In the left pane, click Configuration.
    RB_DB_SHconfig

  4. In the Appearance section, you can make the following configurations:

  • Change the widget label and text color in the minimized state
  • Define the widget position
  • Show or hide the header label
  • Change the color of the close icon
  • Change the widget header label and text color in expanded state
  • Change the background color
  • Change the content text color
  • Change the content background color
  • Change the search bar background color

RB_DB_SH_clickappearance

  1. In the Attention section, you can make the following configurations:
  • Change the widget animation and the frequency of display.
    RB_DB_SH_animateSHicon

  • Change the onboarding themes

  • Change the button text, background color, and text color.
    RB_DB_SH_onboardingthemes(1)

  • Enable or disable the onboarding message when your users open the Self Help widget.

  • Edit the onboarding message.

  • Choose to show the onboarding message on Self Help in an opened or closed state.

  • Change the number of times the onboarding message is shown to your end users.
    RB_DB_SH_Onboardingmessageoptions

your title goes here

When enabled, the onboarding message is displayed to all your end users (not just new users) for the set number of times.

  1. In the Interaction section, you can make the following configurations:
  • Select where you want to open links.
  • Select how you want to run Flows.

RB_DB_SH_interaction

Note
  1. In the Support section, you can make the following configurations:
  • Enable or disable the email, chat, and ticketing support
    DB_SH_clicksupport
Note

You can link email, chat, and ticketing support when your end users get no results in Self Help.

  1. In the Personalize section, you can personalize content for you end-users based on their content usage history.
    RB_DB_SH_Personalize
your title goes here

For more information, see Personalizing Content in Self Help.

  1. Click Save.

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