Overview
Support Portal enables organizations to embed Help Center knowledge base articles directly within the live chat widget. This integration allows customers to search and access self-service content without leaving the chat interface, reducing conversation volume for common inquiries and improving time-to-resolution.
Operational Objective
Configure a live chat inbox to display Help Center articles within the customer-facing widget, enabling self-service access to your knowledge base alongside conversational support.
Prerequisites
- Administrator access to your Support Portal workspace.
- A configured live chat inbox.
- A Help Center with at least one published article. Refer to Deploy a Help Center Knowledge Base for Help Center configuration guidance.
Procedure
Step 1: Navigate to Inbox Settings
From the Support Portal dashboard, navigate to Settings, then select Inbox Settings from the navigation bar.
Step 2: Open Live Chat Inbox Configuration
Locate your Live Chat inbox in the inbox list. Select the settings icon adjacent to the inbox name to open its configuration interface.
Step 3: Configure the Help Center Integration
Within the inbox configuration interface:
- Scroll to the Help Center section.
- Select the dropdown to display available Help Center instances.
- Select the Help Center you want to embed in this inbox's widget.
Step 4: Save the Configuration
Select Update to persist the configuration change. A confirmation message indicates the update has been applied.
Verification
After completing the configuration:
- Navigate to your website where the live chat widget is deployed, or use the widget preview within the dashboard.
- Verify that the Help Center section is visible within the widget interface.
- Confirm that articles are searchable and readable directly from the widget.
Expected Behavior
Once configured, customers interacting with the live chat widget can:
- Browse Help Center categories and articles within the widget.
- Search for articles by keyword.
- Read full article content without leaving the chat interface.
- Transition seamlessly from self-service browsing to a live conversation with an operator if their question is not resolved by the available articles.