Self-service
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Help Center concepts: Overview
Help Center is many things — see below — including a publishing destination for any technical documentation or reference material that suppo...
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Help Center concepts: Typical support materials
You can publish many types of support content to a Help Center, including: articles and FAQs — as written in Helpshift itself, or impor...
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Help Center concepts: Organizational logic
You can subdivide your Help Center content into tightly focused sections, using any information pattern that suits your purpose. Though...
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Help Center concepts: Scheduled and unscheduled publishing
At a high level, there are only two ways to publish an article to your Help Center.You can publish the article immediately. ORYou can schedu...
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Help Center concepts: What we mean when we say ‘unpublish’
There are many ways that you might conceptualize what it means to withdraw a published article from the public view, even temporarily. Depen...
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Help Center concepts: Article publication states and state transitions
The following tables should help you to feel more confident about your past, present, and future decisions to publish and “unpublish” Help C...
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Help Center concepts: How your personal time zone setting affects scheduled publishing
You may notice that, when Helpshift is scheduled to publish or “unpublish” an article automatically, the user interface mentions your config...
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Help Center concepts: Translation management
Help Center can store multiple translations of any article or FAQ, and present the right translation to the right audience, automatically.Yo...
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Help Center concepts: Points of engagement
There is more than one context where people might access published Help Center content. The main Help Center experience is the “in...
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Help Center procedures: Create sections
Step 1. Log in to your Helpshift instance as its administrator. Step 2. On the Helpshift toolbar, click FAQs...
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Help Center procedures: Develop articles and FAQs
BEFORE YOU BEGINThis procedure assumes that you already prepared sections for your Help Center. See Prepare sections. You can ...
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Help Center procedures: Schedule the date and time to publish an article automatically
Step 1. On the Helpshift toolbar, click FAQs. Step 2. As needed, choose an app from the list above the Sections pan...
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Help Center procedures: Clear the date and time to publish an article automatically
Step 1. On the Helpshift toolbar, click FAQs. Step 2. As needed, choose an app from the list above the Sections pane. Step 3. In t...
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Help Center procedures: Schedule the date and time to ‘unpublish’ an article automatically
Step 1. On the Helpshift toolbar, click FAQs. Step 2. As needed, choose an app from the list above the Sections...
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Help Center procedures: Clear the date and time to ‘unpublish’ an article automatically
Step 1. On the Helpshift toolbar, click FAQs. Step 2. As needed, choose an app from the list above the Sections...
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Help Center procedures: Delete the publishing schedule for one article
Step 1. On the Helpshift toolbar, click FAQs. Step 2. As needed, choose an app from the list above the Sections...
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Web support portal concepts: Overview
In Helpshift, a web support portal is a single public showcase that consolidates the Help Centers from all of your apps. It may also consoli...
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Web support portal procedures: Customize appearance and behaviors
1. Log in to your Helpshift instance as its administrator. 2. On the Helpshift toolbar, click Settings. 3. ...
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Web support portal procedures: Embed your portal anywhere
You can embed your web support portal in an iframe on any website that you administer. This article contains two separat...
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Help Center procedures: Prepare an announcement
At times, your brand might want to show an important announcement to some or all of your end-users simultaneously. A server might be down, f...
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Web Help Center procedures: How to hide App, Platform, and Language dropdown (Subheader)
In the Web help Center, there is an option to select the App, Platform, and Language to view specific FAQs. While this is useful, you might ...
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Help Center procedures: Customize the visibility of the contact us button on Web Help Center and SDK X
Web PlatformStep 1. On the Helpshift toolbar, click SettingsStep 2. In the navigation pane, select the APP. Then, clic...
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Help Center procedures: Copy non-localized URLs from dashboard
Note: This feature is available only for customers who are on Help Center 2.0.Helpshift allows admins to copy non-localized URLs from Dashbo...
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Help Center procedure: Requesting article feedback
Help Center 2.0 (released May 11, 2021) added support to request article feedback from your product’s end-users.Articles that an end-us...
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Help Center concept: Generated ‘related articles’ blocks
Whenever anyone opens one of your knowledge base articles for viewing, the Help Center generates and displays a list of whichever other arti...
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Help Center concept: Generated ‘popular articles’ blocks
Help Center 2.0 (released May 11, 2021) sometimes generates and displays a list of its most-read articles — as many as six of them — ov...
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Help Center procedure: SEO-friendly article URLs
The URL-generation logic for knowledge base articles and FAQs is improved in Help Center 2.0 (released May 11, 2021).As compared to our...
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Help Center procedure: Contact Us form customization
You can change the appearance of a Contact Us form.Log in to your Helpshift instance (or “tenant”) as its administrator.On the Helpshift too...
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Help Center concept: High-level overview
Help Center 2.0 is an easy-to-use content management system and knowledge base, where you can develop and publish user-facing articles (such...
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Help Center procedure: Web support portal guide
FOUNDATIONAL KNOWLEDGEA web support portal is one of the following.A public website that you oversee, which consolidates all of yo...
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Help Center procedure: Embed your web support portal in any web page
This article contains two separate but related procedures. Both procedures pertain to Help Center 2.0, which Helpshift released on May ...
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Help Center procedure: Customize the Contact Us form on your web support portal
You can change the appearance of a Contact Us form on your web support portal.Log in to your Helpshift instance (or “tenant”) as its adminis...
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Help Center procedure: Show or hide the Contact Us button
You can show or hide the Contact Us button on your web support portal.Log in to your Helpshift instance (or “tenant”) as its administrator.O...
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Smart FAQs: Configure and Enable Smart FAQ
Note:This feature is available only on SDK X.To enable User Identity Verification along with Smart FAQs, please upgrade to SDK v...
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Help Center procedure: Configure look-and-feel settings for SDK X, Help Center 2.0, web support portals, and web chat (v2)
Help Center 2.0 – Getting StartedMost of your work to customize the look-and-feel of your individual Help Centers and/or the look-and-feel o...
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Help Center 2.0 - Define a visual brand settings
Under visual brand settings, you can:Configure brand identity settings for app Configure brand color settings for app Configure brand font s...
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Help Center 2.0 - Configure app header, web header, and sub header section
Help Center 2.0 - Configure app header sectionOn the Branding and Customizations page banner, click the Header tab.(Optional) Set...
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Help Center 2.0 - Configure the body section
Help Center 2.0 - Configure the bannerOn the Branding and Customizations page banner, click the Body tab.TIP: We recommend that, each time y...
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Help Center 2.0 - Configure the footer
The Footer section is available only in the web Help Center.Help Center 2.0 - Configure footerOn the Branding and Customizations p...
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Web Support Portal procedures: Cookie notification on Web Help Center
The purpose of this article is to guide you on how to enable cookie notifications on your web help center. Using cookie notifications, you c...