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Help Center

The Help Center allows you to give customers quick access to information and is typically used for FAQs. Once enabled, a dedicated section appears in your widget, where users can search or browse the content you've uploaded

How to Setup Help Center

There are 3 flexible ways to setup the help center:

Download & Edit the Template

Click Download Template button to get a document template that follows the correct format.

You can also edit the file based on your needs. Make sure to follow the structure outlined in the document for consistency and correct display.

Import Your File

Once you've finished editing the template, import it back to the system and you can see the preview of your file in the built-in text editor. Please note that only files in .json format are supported.

Edit Directly from Dashboard

You can also manage and update your Help Center content using the built-in text editor. This method is perfect for small or quick updated without leaving the dashboard.

Help Center Schema

Help center schema provides a structured approach to organizing content using a JSON schema. It enables content to be organized into categories and pages, with support for various interactive elements.

Schema Structure

The help center schema uses a hierarchical structure:

  • The root object contains schema version and a list of categories
  • Each category contains the category information and a list of pages
  • Each page contains the page information with content organized into body and footer sections
  • Content sections contain various element types (markdown, buttons, links, etc.)

Schema Version

{
  "schema_version": "1",
  "categories": [...]
}

Always include the schema_version field at the root level. Currently, "1" is the only supported version.

FieldTypeDescriptionRequiredRemarks
schema_versionstringVersion of the schemaYesMust be "1" (currently, no other version exist)
categoriesarrayList of help pages in this categoryYesMax 200 categories

Categories

Categories are the top-level organizational containers for your help center content.

"categories": [
  {
    "title": "Account Management",
    "key": "account-management",
    "description": "How to manage your account",
    "pages": [...]
  }
]
FieldTypeDescriptionRequiredRemarks
titlestringDisplay name for thecategoryYesMax char. 100
keystringUnique identifier for thecategory (alphanumerics & hyphens only)YesMax char. 100, only alphabet and numeric, use - as space
descriptionstringBrief description of thecategoryYesMax char. 255
pagesarrayList of help pages in thiscategoryYesMax 500 pages

Pages

Pages are individual help articles or content pieces within a category.

"pages": [
  {
    "key": "how-to-reset-password",
    "include_on_root": true,
    "title": "How to Reset Your Password",
    "description": "Learn how to securely reset your password if you've forgotten it.",
    "body": "",
    "footer": ""
  }
]
FieldTypeDescriptionRequiredRemarks
keystringUnique identifier for thepage (alphanumerics & hyphens only)YesMax char. 100, only alphabet and numeric, use - as space
include_on_rootbooleanWhether to show this page on the main help center pageNoDefaults to false if not provided.
titlestringDisplay name for thepageYesMax char. 100
descriptionstringBrief description of thecategoryYesMax char. 255
bodyobjectContainer for the main content elementsYes
footerobjectContainer for footer elements (optional)No

Content Sections

Both body and footer objects contain an elements array with the content components.

"body": {
  "elements": [...]
}
"footer": {
  "elements": [...]
}
FieldTypeDescriptionRequiredRemarks
elementsobjectThe elements on the page's body or footerNoMax elements 500

Element Types

Markdown

For text content with formatting support.

{
  "type": "MARKDOWN",
  "content": "If you've forgotten your password, follow these steps to reset it: \n\n1. Go to the login page. \n2. Click on 'Forgot Password?'. \n3. Enter your registered email address..."
}
FieldTypeDescriptionRequiredRemarks
typestringMust be "MARKDOWN"Yes
contentstringMarkdown-formatted text contentYesMax char. 10,000

For linking to other pages within the help center.

{
  "type": "HELP_CENTER_PAGE_LINK",
  "page_key": "how-to-delete-account"
}
FieldTypeDescriptionRequired
typestringMust be "HELP_CENTER_PAGE_LINK"Yes
page_keystringKey of the page to link toYes

Iframe

For embedding your own website page.

{
  "type": "IFRAME",
  "url": "https://youriframeurl.com/path",
  "propagate_data": false,
  "height": "600px"
}
FieldTypeDescriptionRequiredRemarks
typestringMust be "IFRAME"Yes
urlstringThe src URL of your IframeYesMax char. 1000
propagate_databoolAllow sending data to iframevia query paramNoSee note in document
heightstringHeight of the iframeNo
sandboxstringSame as HTML sandboxattributeNoMax char. 200

Button

Interactive element for actions.

FieldTypeDescriptionRequired
typestringMust be "BUTTON"Yes
actionstringAction type (currently, there's only "START_CONVERSATION")Yes
labelobjectContains label to display on the buttonYes
metadataobjectAction-specific dataNo*

*metadata requirements may differ for different actions

Label Metadata

FieldTypeDescriptionRequiredRemarks
textstringText on the buttonYesMax char. 100

START_CONVERSATION Metadata

FieldTypeDescriptionRequiredRemarks
topic_keysarray of stringTopic keys for prechatformNoMax 20 keys

Complete Schema Example

Here's a minimal example showing the essential structure:

{
  "schema_version": "1",
  "categories": [
    {
      "type": "HELP_CENTER_CATEGORY",
      "title": "Category Title",
      "key": "category-key",
      "description": "Category description",
      "pages": [
        {
          "type": "HELP_CENTER_PAGE",
          "key": "page-key",
          "include_on_root": true,
          "title": "Page Title",
          "description": "Page description",
          "body": {
            "elements": [
              {
                "type": "MARKDOWN",
                "content": "Markdown content goes here"
              }
            ]
          }
        }
      ]
    }
  ]
}

Validation Rules

  • All keys (categories and pages) must be unique
  • All page_key references must point to existing pages
  • All required fields must be provided

Simple Example

You can use this simple example for testing purposes, but please change the topic_keys to correct topics keys that exist on your workspace.

{
  "schema_version": "1",
  "categories": [
    {
      "title": "Account Management",
      "key": "account-management",
      "description": "How to manage your account",
      "pages": [
        {
          "key": "how-to-reset-password",
          "include_on_root": true,
          "title": "How to Reset Your Password",
          "description": "Learn how to securely reset your password if you've forgotten it.",
          "body": {
            "elements": [
              {
                "type": "MARKDOWN",
                "content": "If you've forgotten your password, follow these steps to reset it: \n\n1. Go to the login page. \n2. Click on 'Forgot Password?'. \n3. Enter your registered email address. \n4. Check your email for the reset link. \n5. Follow the instructions to set a new password."
              },
              {
                "type": "MARKDOWN",
                "content": "Need to delete your account instead? Learn more here:"
              },
              {
                "type": "HELP_CENTER_PAGE_LINK",
                "page_key": "how-to-delete-account"
              }
            ]
          },
          "footer": {
            "elements": [
              {
                "type": "BUTTON",
                "action": "START_CONVERSATION",
                "label": {
                  "text": "Chat with Us for Details"
                },
                "metadata": {
                  "topic_keys": ["<YOUR TOPIC KEY>"]
                }
              }
            ]
          }
        }
      ]
    }
  ]
}
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