Setting up your Knowledge Base

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To set up your Knowledge Base and create a dedicated space for your customers to find the answers they’re looking for, head over to the Knowledge Base tab on the left side of the Dashboard.

If you have multiple properties, make sure to check you’re currently viewing the correct one by hovering over the hamburger icon at the top of the Dashboard.

Click the Configure button in the top right corner to start setting up your Knowledge Base.

There are a lot of options for customization here and most of them will change how your Knowledge Base looks so let’s start with the most important part, where your Knowledge Base will live on the internet. 

On the left side, you’ll see options for naming your Knowledge Base and domain information. Before you can start publishing articles you need a name and a subdomain so fill out those fields first then set the status to published. If you’ve chosen to use a custom domain you also have the option to enter it here.

The next options are all for customizing how your Knowledge Base will look by using images. Make sure to check the minimum and maximum sizes allowed for each of the images before uploading for the best results. Both the logo and header banner will appear at the top of the Knowledge Base.

If you’re wondering what a favicon is, it’s the tiny picture you see on the left-hand side of a tab in a browser and the text right next to it can be customized by changing the browser title just under the social media banner option. The heading and sub-heading will appear on the front page of your Knowledge Base as seen below.

From here your options will help to change the overall appearance of your Knowledge Base and what your customers will see when they navigate it. There are a lot of options for you to customize so feel free to make a few changes and see how it comes together and be sure to check out the advanced option in the Advanced KB appearance as seen below to make any big changes you want to the overall look of the Knowledge Base.

Once you’ve got the appearance sorted and made decisions on using ticketing and feedback you’re onto the final stretch. Now it’s time to enter your social media links so visitors can reach you, add your google analytics if you’ve got it set up and choose how you want the chat widget to behave on the Knowledge Base.

With so many options for setup, and a lot of them making big visual differences it can be great to dive into the options here and keep a second tab open with your Knowledge Base to switch between and keep tweaking until you’ve got something you’re proud of.

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