Overview
The Help Center in Support Portal by Altores provides a customer-facing knowledge base portal where your organization can publish self-service documentation, operational guides, and frequently referenced information. This reduces inbound support volume by enabling customers to resolve common inquiries independently.
This article covers the complete deployment workflow: portal creation, category structure definition, and article authoring.
Operational Objective
Deploy a structured, publicly accessible Help Center portal within your Support Portal workspace, organized by categories and populated with published articles.
Prerequisites
- An active Support Portal workspace with administrative privileges
- Content planned for initial publication (recommended but not required)
Part I: Create a Portal
Step 1: Initiate Portal Creation
Navigate to the Help Center section using the sidebar navigation. Select the New Portal action to begin the portal provisioning process.
Step 2: Configure Portal Settings
The portal configuration interface presents the following parameters:
| Parameter | Description |
|---|---|
| Logo | Upload your organization's logo. This appears in the portal header and establishes brand identity. |
| Name | The internal name for the portal, used for identification within your workspace. |
| Slug | Auto-generated URL path segment derived from the portal name. |
| Custom Domain (optional) | Provide a custom domain if you intend to serve the portal at a branded URL (e.g., docs.yourorganization.com). See Configure SSL for a Help Center Custom Domain for SSL certificate configuration. |
Select Create portal basic settings to provision the portal. The portal is now active and ready for content structure configuration.
Part II: Define Category Structure
Categories provide the organizational taxonomy for your Help Center content. Each article is assigned to a category, and categories are presented to visitors as navigational groupings.
Step 1: Create a Category
Select the + control adjacent to the Category section in the secondary sidebar to create a new category.
Step 2: Configure Category Parameters
A modal interface presents the following fields:
| Parameter | Description |
|---|---|
| Name | The category title. This is displayed to visitors on the public portal. |
| Slug | Auto-generated URL path segment derived from the category name. |
| Description (optional) | A brief summary of the category scope. Assists visitors in navigating to relevant content. |
Select Create category to save. Repeat this process to establish the full category structure for your portal.
Part III: Author and Publish Articles
Step 1: Create a New Article
The New Article action is accessible from multiple locations within the Help Center interface. Select it to open the article editor.
Step 2: Compose and Configure the Article
The article editor provides a rich text composition environment. Use the sidebar panel to assign the following metadata:
- Category -- The category under which the article is published
- Author -- The team member attributed as the article author
- Meta content -- SEO-relevant metadata for the article
Use the Preview function to review the article as it will appear to visitors. When the content is finalized, select Publish to make the article publicly accessible.
Expected Behavior
Upon completion of all parts:
- A publicly accessible Help Center portal is operational at the configured URL
- Categories provide a structured navigation framework for visitors
- Published articles are discoverable via category browsing and search
- The portal can be further enhanced with a custom domain and SSL (see Configure SSL for a Help Center Custom Domain), embedded video content (see Embed Video Content in Help Center Articles), or integrated into your website via the Help Center widget (see Embedding Help Center Articles in the Live Chat Widget)
Related Resources
- Configure SSL for a Help Center Custom Domain -- Configure SSL for a custom domain on your Help Center
- Embed Video Content in Help Center Articles -- Embed video content in Help Center articles
- Embedding Help Center Articles in the Live Chat Widget -- Integrate the Help Center widget into your website