Knowledge Base

Switch between the YesElf Modes

YesElf has two modes:

  • Editor mode; Can be accessible only by the Content Editors and used to create and modify guides.
  • Agent mode; Once the YesElf is integrated with the application, agent mode is where the users or the visitors see and are actively guided with contextual and step-by-step guidance.

YesElf Editor Mode

Editor mode is used by the authorized editors to edit, add or remove the guides and the steps within.

In this mode, you can define the guides’  Content, Appearance, Position, and Triggers.

How to open YesElf Editor

There are two ways to open the YesElf Editor

  1. From the YesElf Console

Tip: The Console is also used for general management and business analytics and insights
Read about: Business Application Insights

  • Go to  https://cloud.yeself.com/console
  • Log in with your credentials
  • Open your application by clicking on the right-pointing arrow positioned below the Actions tab or by clicking on the name of the application

  • Select Guides tab from the  menu on the left side of the console
  • Find the guide which you want to edit
  • Click on Open In Editor


    From the YesElf Browser Extension
    1. Make sure the YesElf Extension for your browser is installed and turned on. 

Read about: Supported Browsers

  1. Click on the YesElf Extension the lucky cloverleaf icon

  1. Find the guide you want to work on
  2. Click on Open In Editor

Tip: When the Sandbox mode is activated for the selected guide, it will be hidden from the end-users or visitors while being edited.

Read about: Sandbox Mode

YesElf Agent Mode

This is the mode where you can preview the guides and their steps as they will be visible to application users or visitors.

How to open Agent Mode

There is only one way to open the agent mode, which is by turning off the editor. When exit from the Editor Mode you would enter the Agent Mode.

Tip: In the agent mode you would see the guides and steps on how the application users or visitors would see.

Tip: Make sure the guide is not in sandbox mode. The guides which are in sandbox mode will not be visible either to you or to them in the Agent mode.

Read about: Sandbox Mode

  1. Click on the more options icon


  2. Click on Turn off Editor


YesElf Console

This is the management console via you can:

  • Manage YesElf Editors and credentials
  • Holistically view  and manage guides and journeys
  • Define the Context Help options
  • Change various settings
    • localization and language settings
    • integration settings
    • visual settings (themes)
  • See analytical reports
  • Track the user behavior
  • Display the digital adoption performance