🎉 New Feature Release: Question/Field-Level Help Text Now Available in Engage!

One of the most common pieces of feedback we hear from our clients is this:

“Our vendors struggle to complete assessments efficiently because they lack context for certain questions or fields. It ends up taking multiple back-and-forth iterations just to get it right.”

We’ve listened — and we’re excited to announce a powerful new enhancement that will help streamline your assessment process and improve the accuracy of vendor responses: Question and Field-Level Help Text in Engage!

🆕 What’s New?

With our latest update, Archer users can now add question- and field-level help text that flows directly into the Engage portal. This means Engage users/vendors will now see helpful guidance right next to each question — reducing confusion and saving time for everyone involved.

✅ Prerequisites

To start using this feature, ensure the following versions are in place:

• Engage Agent: Version 4.2.0 or above
• Archer Version: 2025.04 or above

Note: Even after upgrading, help text won’t flow by default. A few quick configurations are required.

⚙️ How to Enable Help Text in Archer

Here’s how to set it up:

Text Field Properties Configuration

1. In Archer, navigate to Edit Mode of Text Field Properties for the question or field you want to enhance.
2. Set the Text Placement to Above, Below, or Tooltip Icon.
3. In the Engage portal, help text will always appear as a Tooltip Icon for a clean and consistent UI.
4. If you select ‘None’, the help text will not flow to Engage.

Enable Help Text in Engage Configuration Tab

1. Go to the Engage Configuration tab for your application or questionnaire.
2. Check the new checkbox labeled ‘Enable Help Text’.
3. By default, this checkbox is unchecked.

Custom Object

If you're managing configuration via a custom object, use the key "IsHelpTextEnabled" and set the value to true or false based on whether help text should be enabled for that application or questionnaire.

Need help with custom object setup? We’ve got a sample code snippet ready for you here.

🔍 What It Looks Like in Engage

Once configured and the assessment is published, the help text will be visible in the Engage portal. A tooltip icon will appear next to the relevant field or question. When vendors click on it, they’ll instantly see the additional context you’ve provided — leading to faster, more accurate responses.

🚀 Why This Matters

This new feature is designed to:

• Minimize vendor confusion
• Reduce the number of submission iterations
• Improve assessment turnaround time
• Increase the quality and accuracy of responses

Start making your assessments smarter today. Upgrade your Archer environment and Engage Agent, enable help text, and let your guidance flow right where it matters most!