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Installing the Knowledge base assistant
  • 02 Mar 2023
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Contents

Installing the Knowledge base assistant

  • Updated on 02 Mar 2023
  • 1 Minute to read
  • Contributors
  • Print
  • Dark
    Light
  • PDF

The Knowledge Base Assistant must be installed into your application or website before users can interact with it.

How to install the Knowledge base assistant in the Document360 site?

4_Screenshot-New_knowledge_base_assistant

  1. Go to Settings → Knowledge base assistant → Setup configuration
Existing assistant

If you want to install an existing assistant, skip steps 2 to 6. Hover over the desired assistant and click the Copy script icon on the right. The code snippet would be copied.

  1. Click New knowledge base assistant

  2. Type a title and click Create
    1_Screenshot-Generating_api_key

  3. In the Installation & setup tab, expand the Assistant JavaScript

  4. You can find the Assistant key and the JavaScript code

  5. Click the Copy button and the code snippet is copied

2_Screenshot-Accessing_custom_html_section

  1. Navigate to Settings → Knowledge base site → Integrations
  2. Click New Integration and select Custom HTML

3_Screenshot-Accessing_custom_html_section_1

  1. Select the End body and paste the copied code snippet into the code window
  2. Ensure that the STATUS toggle is enabled and click Add

Click here to read more about configuring the Custom HTML section.

  1. The Knowledge base assistant is installed successfully in the Documentation site
Autosave

The autosave option is available for navigation between the Knowledge base assistant tabs.

Installed domains

You can find the list of domains that are installed with your Assistant.

  1. Go to Settings → Knowledge base assistant → Setup configuration
  2. Hover over the desired Knowledge base assistant and click Edit
  3. In the Installation & Setup tab, expand the Installed domains section
  4. The domain name and last access can be viewed
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