Edit the Guided Assistance Button

The following procedure describes the steps to edit the Guided Assistance button.

1. From the open incident workspace, click the Home tab and click Ribbon.
2. Select Guided Assistance.
3. Click Edit Button on the ribbon editor.
   The Guided Assistance Button Editor opens.
4. Select the size and style options you want for the button.
5. Click the Available Options drop-down menu and select the option you want to display on the button.
   1. Choose Select a Guide if you want only the Select option on the button. This option opens a window listing all the guides configured on your site that your agents can select from.
   2. Choose Search for a Guide if you want only the Search option on the button. This option opens the Search for a Guide window where agents can search for the guide they want using the content from answers associated with the guide.
   3. Choose Both Select and Search for a Guide to show both options on the button.
6. To change the search report you want to display when the Search option is selected, click Select Search Report to open the Select Report window.
   Note: By default, the standard Guided Assistance Search report is used to search for guides. We recommend that you use this report unless you require different search options.
   1. Select the report you want agents to use to search for guides.
   2. Click OK.
7. Click OK to save the changes to Guided Assistance.