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Add your first article to the support portal

To add a new article to your support portal, follow these steps:

  1. Open the Knowledge > Support portal. Click on the +Create your Support portal button.
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  2. You can configure the design of your support portal by going to the support portal settings or directly from the Support portal page. To configure it on the Support portal page:

    • Click Next. image
    • Provide your site information (like uploading your logo and help message). image
    • Choose a theme color. image
    • Review the sample support portal based on your entered details. Click Edit your site to start adding categories and articles.
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  1. To add an article, it must belong to a category. Click on the +Add category button.
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  2. Enter the necessary category details, which will be visible internally and help with search and tracking. After filling in the information, click Create category.
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  1. Once a category is created, you can add a new article or new folders within it. You can have up to six levels of folders under one category.
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  2. Select New article and enter the article title. Click Create.
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  3. You can add content to the article using the available editing and formatting tools. You can add images, links, signatures, formulas, and control the formatting. You also have the option to edit article details and SEO to improve the visibility of your document. image

  1. To edit article details, click Edit article details:

    • Select the visibility as Internal or External. External articles are visible to everyone, while internal articles are only visible to the Inbox team.
    • Add relevant tags to improve searchability.
    • Click Save.
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  2. To edit SEO settings, click Edit SEO settings:

    • Add an SEO-optimized title.
    • Add a description. The meta description, which is the first 160 characters, will be visible to customers when the article appears in search results.
    • Click Save.
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  3. You can choose to Save the article as a draft or Publish it. image

View on site

To view your site, click Support portal > View on portal.

Open settings

You can modify your support portal settings by clicking Support portal > Settings.

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