Nudge users to show Self Help

Note:

Hub is a Beta feature. To enable this feature for your account, contact support@whatfix.com.

In Hub, the configuration and appearance of Self Help nudges remain the same. However, the priority and visibility of the nudge depend on whether you configure a Task List nudge.

Key Behavior Changes for Self Help Nudges in Hub

• If a Task List nudge is active, it takes priority, and the Self Help nudge is not shown.

• Whatfix displays Self Help nudges only when no Task List nudges are active for users on the page.

• Self Help nudges continue to appear as tooltips alongside the Floating Action Button (FAB) or the open Hub panel.

This prioritization ensures that users see time-sensitive, task-driven guidance before discovery-based guidance.

For more information on how nudges are prioritized in Hub, see Nudges in Hub: Prioritization for Self Help vs Task List.

End-user experience:

• Closed Hub

  

• Opened Hub
  

Use the following steps to configure nudges:

1. On the Whatfix Guidance dashboard, click Style.

   

2. Click Self Help.

   

3. Click Attention.

   

4. Expand the Nudge accordion.

   

5. To enable nudges, toggle Enable on.

   

6. Configure nudges using the following options:

   • In the Show message tool-tip on, choose between showing the nudge on the FAB and showing the nudge on the Hub panel.

     

   • Customize the message shown on the tool-tip.

     

   • Choose how many times the nudge appears using the Number of times to be shown dropdown.

     

   • Change the text on the button that end users click to acknowledge and close the nudge in the Button text section.

     

7. After customizing the Hub widget, click Save.

   

   Note:

   • Preview the changes made using the Preview mode on Studio before publishing the content and making it available for your end users.

   • Additionally, Whatfix enables you to test Advanced Customization code changes using Preview Extension.

   • Once previewed, you must perform a Push to Production for these changes to reflect for your end users.

Note:

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.

Nudge first-time users of Improved Self Help to catch their attention and notify them about the feature. A nudge is a tool-tip on the Floating Action Button (FAB) that displays on the open or closed state of the Improved Self Help widget.

End-user experience:

• Closed Self Help

  

• Opened Self Help
  

Use the following steps to configure nudges:

1. On the Whatfix Guidance dashboard, click Style.

   

2. Click Self Help.

   

3. Click Attention.

   

4. Expand the Nudge accordion.

   

5. To enable nudges, toggle Enable on.

   

6. Configure nudges using the following options:

   • In the Show message tool-tip on, choose between showing the nudge on the FAB and showing the nudge on the Improved Self Help panel.

     

   • Customize the message shown on the tool-tip.

     

   • Choose how many times the nudge appears using the Number of times to be shown dropdown.

     

   • Change the text on the button that end users click to acknowledge and close the nudge in the Button text section.

     

7. After customizing the Improved Self Help widget, click Save.

   

   Note:

   • Preview the changes made using the Preview mode on Studio before publishing the content and making it available for your end users.

   • Additionally, Whatfix enables you to test Advanced Customization code changes using Preview Extension.

   • Once previewed, you must perform a Push to Production for these changes to reflect for your end users.