Knowledge base assistant - Getting started
  • 08 Feb 2023
  • 1 Minute to read
  • Contributors
  • Dark
    Light
  • PDF

Knowledge base assistant - Getting started

  • Dark
    Light
  • PDF

The Knowledge base assistant (previously known as 'In-app assistant') helps users find their answers without leaving your site or application. You can update the following Knowledge base assistant settings in one place:

  • Installation & setup
  • Custom CSS
  • Custom JavaScript
  • URL mapping

The autosave option is available for navigation between the above tabs.

1_Screenshot-Multiple_KB_assistant

You can configure up to 10 knowledge base assistants in a project. Only one knowledge base assistant can be configured for a project. Multiple knowledge base assistants cannot be configured to the same site.


Using the Knowledge base assistant, users can:
1. Search for helpful articles
2. Contact support if they have a question
3. View suggested articles based on their context
4. Be directed to other resources using custom links

InAppAction

1. Search for helpful articles

From right within an app or web page, end-users can search and read your knowledge base for articles that give them the answers they need. No context switching is necessary.


2. Contact support if they have a question

Decrease the number of clicks keeping the end-user from getting the help they need. Use custom links, and add an email or a link to support.


3. View suggested articles based on their context

Give end-users the information they need before they know they need it. Set up suggested articles that display depending on the page the end-user is on.


4. Be directed to other resources using custom links

Need to put a link to download an e-book? A link to a google sheet? Adding a custom link to the Assistant can direct an end-user anywhere.

Default language

By default, the Knowledge base assistant will now open in the default browser language. If the default browser language is not available in the Knowledge base assistant, the default language of the Knowledge base will appear.


Getting started with Knowledge base assistant

1. Installing the Knowledge base assistant
2. Styling the Knowledge base assistant
3. Filtering assistant content
4. Domain restriction
5. Adding custom links
6. URL mapping


Was this article helpful?