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    Configure Self Help
    • 07 Nov 2025
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    Configure Self Help

    • Updated On 07 Nov 2025
    • 5 Minutes To Read
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    Article summary

    Whatfix enables you to customize the appearance and behavior of the Self Help widget to align with your application's design. Customization includes updating the widget's icon, position, animations, interaction settings, personalizing content, and more, to provide a seamless experience for your users.

    Expand the following accordions for more details:

    Customizations in Improved Self Help

    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.

    The Improved Self Help widget offers an enhanced experience for your users and is highly customizable. Configure its appearance, behavior, integrations, and Smart Features to comply with brand guidelines and meet your users' needs.

    Note:

    To ensure that your Improved Self Help is Web Content Accessibility Guidelines (WCAG) compliant, Whatfix recommends selecting colors and themes according to the WCAG guidelines.

    Use the following steps to customize your Improved Self Help segment:

    1. On the Whatfix Guidance dashboard, click Style.
      ia_left%20nav_style

    2. Click Self Help.
      styles_sh.png

    Expand the following accordions for more details:

    Customize the Appearance of Self Help

    Modify the look and feel of the Improved Self Help widget and its Floating Action Button (FAB). Control the widget's theme, layout, and color scheme to align with your application's design.

    Customize the following aspects of the Improved Self Help widget:

    • Visual Theme for Self Help Panel, Header, and FAB: Choose between Light, Dark, or System default modes for the widget's panel. Customize the colors, text, and icons for both the widget's header and the FAB.

      Light Mode Dark Mode for Self Help

    • Layout and Spacing: Adjust the corner radius, content layout (Detailed or Minimal), and spacing between elements.

      Self Help Layout Types

      For more information, see Customize the appearance of Self Help.

    Customize the Orientation of Self Help FAB

    Set a default position for the FAB and enable users to drag and drop it to a new location on their screen.

    Self Help Fab orientation moves from horizontal to vertical

    For more information, see Customize the orientation of Self Help FAB.

    Capture User Attention in Self Help

    Draw users' attention to the Improved Self Help widget using subtle animations and onboarding messages for first-time users.

    Icon Animation: Animate the FAB with effects such as Ripple, Flash, or Pulse to make Improved Self Help more noticeable. For more information, see Animate the Self Help Tab.

    Animate Self Help

    Onboarding Nudge: Display a tooltip message the first few times users see the widget to introduce them to its purpose.

    tooltip to nudge users with self help

    For more information, see Nudge users to show Self Help.

    Configure the Behavior of Content Launched from Self Help

    Define how different types of Whatfix content launch when users click content inside the Self Help widget.

    • PDFs and Links: Configure links and PDF files to open in a new tab or the same window.

    • Flows: Choose to launch Flows on the same page, in a new tab, or as a Pop-up or Slideshow.

    For more information, see Configure the behavior of content launched from Self Help.

    Integrate Support Channels

    Integrate your existing support channels directly into the Improved Self Help widget, ensuring a unified experience for your users to access help.

    Collect User Feedback

    Gather valuable insights from your users by enabling a feedback form in Improved Self Help. Use this form to collect feedback on your Improved Self Help content or the underlying application itself.

    Customize the feedback form to:

    • Add predefined feedback categories using a dropdown.

    • Require users to enter their email address.

    • Enable users to capture and attach screenshots.

    • Set up email notifications to be sent instantly, daily, or weekly to a list of recipients when new feedback is submitted. For more information, see Feedback.

    Enable Smart Features: QuickRead and Personalization

    In Improved Self Help, enable QuickRead and personalize content for your end users based on their content usage history.

    • QuickRead: Provide AI-powered summaries of help content to end users' search queries within the Self Help widget. For more information, see QuickRead - Summarized Answers in Self Help.

    • Personalization: Tailor the content displayed in the Improved Self Help widget based on each user's content history. For more information, see Personalization in Self Help.

    Customizations in Old Self Help

    Note:

    To ensure the Self Help widget is WCAG compliant, Whatfix recommends selecting colors and themes according to the WCAG guidelines.

    Use the following steps to customize an Old Self Help segment:

    1. On the Whatfix Guidance dashboard, click Style.
      ia_left%20nav_style

    2. Click Self Help.
      styles_sh.png

    1. In the Appearance section, 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.
      sh_styles_appearance.png

    1. In the Attention section, 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_onboardingthemes1

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

    • Edit the onboarding message.

    • Choose to display 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

    Note:

    When enabled, the onboarding message is displayed to all your end users (not just new users) for the set number of times. For more information, see Animate the Self Help Tab.

    1. In the Interaction section, make the following configurations:

    • Select how you want to execute links.

    • Select how you want to execute Flows.
      sh_styles_interaction.png

    Note:

    For more information, see Configure Content Interaction in Self Help.

    1. In the Support section, make the following configurations:

    • Enable or disable email, chat, and ticketing support.
      sh_styles_support.png

    Note:

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

    1. In the Smart features section, enable QuickRead and Personalization for your end users based on their content usage history.
      personalization_quickread.png

    2. 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.

    To ensure you follow best practices while configuring the Improved Self Help, see Self Help Best Practices.

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