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Help Center

With the Help Center feature, you can easily create a self-service portal for your customers to access articles and information. In this guide, we take you through the steps to set up a Help Center, including creating a portal and adding articles.

Please note that this is a beta feature that will constantly get updated with every release. You can set up your Help Center in three parts, as explained below.

I. Creating a portal​

Step 1. Click the Help Center icon from your sidebar, and click the "New Portal" button.

New portal

Step 2. You will see a basic settings page. Start filling in the fields.

Basic settings

These fields are explained below:

  1. Logo

    Upload your organization's logo.

  2. Name

    Name your portal to refer to it internally.

  3. Slug

    This will be auto-generated.

  4. Custom Domain (optional)

    You can add the domain you want to serve your portal on a custom domain. For example, if your website is yourdomain.com and you want your portal accessible at docs.yourdomain.com, type that in this field.

Click "Create portal basic settings".

Your portal is ready. You can start adding categories and articles within these categories.

II. Creating categories​

Categories exist to structure your portal and organize your articles. Follow these steps:

Step 1. Click the + sign alongside the Category section on the secondary sidebar to create a new category.

Step 2. A modal will open up. Fill up the fields.

Create category modal

These fields are described below.

  1. Name

    Name your category. This name will be used on the public portal.

  2. Slug

    This will be auto-generated.

  3. Description (optional)

    Describe your category.

Click the "Create category" button.

III. Creating articles​

Finally, start writing your articles. Follow the steps below.

Step 1. You can find the "New Article" button on almost every page. Click it.

New Article Button

Step 2. Use the text editor to write your article. Use the sidebar to select your article's category and author and update the meta content. Here is an example:

Editing the article

You can use the "Preview" button to see how your article turns out. Once ready, click "Publish". Your live article will look like this:

Preview