Activate and Deactivate a Guide

Activate a Guide

When you’re ready to publish a Guide, set it as active. To set a Guide as active, follow these steps.

1. Navigate to the Inactive or Draft tab and locate the Guide you would like to set as active.

2. Click

3. Select Set as active.

4. A modal will pop up, confirming your choice to set the Guide as active. Click Set as active.

5. The Guide is now active and will appear under the Active tab.

   Answer Guides automatically populate under the Inactive Guides tab

   To get started with Sidekick Answers, simply set the exiting Guide as active. Learn about best practices for working with Sidekick Answers.

Deactivate a Guide

Set a Guide as Inactive to prevent Sidekick from engage with Customers on a given topic. To set a Guide as inactive, follow these steps:

1. Navigate to the Active tab and locate the Guide you would like to set as inactive.

2. Click

3. Select Set as inactive.

4. The Guide is no inactive and will under the Inactive tab.

Be mindful as to how Guides may be connected to one another

Consider if the Guide is linked to any other active Guides before setting as inactive to avoid errors or interruptions to a workflow.