Setting up a Help Center¶
Building a self-service portal in ChannelX takes three steps: create the portal, structure it with categories, then write and publish articles. The result is a public knowledge base your customers can browse to solve common problems on their own.
1. Create a portal¶
Open the Help Center from the sidebar and start a new portal. You'll be asked for a few basic details:
- Logo — your organization's logo, shown at the top of the public portal.
- Name — an internal label so you can recognize the portal in the dashboard.
- Slug — generated automatically from the name; it becomes part of the portal's address.
- Custom domain (optional) — the address you want customers to use, such as
docs.yourdomain.com. You can add or change this later.
Save the basic settings and the portal is ready to fill with content.
Why a custom domain matters
Serving your portal on your own domain keeps it on-brand and feels more trustworthy to visitors. See Generating an SSL certificate to set it up securely over HTTPS.
2. Create categories¶
Categories give your portal structure and group related articles together. Use the add (+) control next to the category list to create one, then fill in:
- Name — shown publicly, so make it clear and customer-facing (for example, "Getting started" or "Billing").
- Slug — generated automatically.
- Description (optional) — a short summary of what the category covers.
Plan your categories around the questions customers actually ask, rather than around your internal team structure. A handful of well-named categories is easier to navigate than dozens of thin ones.
3. Write and publish articles¶
With at least one category in place, you can start writing. Create a new article — the option is available from most pages — and use the editor to compose your content. The sidebar lets you assign the article to a category and an author, and set meta information used for search and link previews.
Use Preview at any point to see how the article will look to customers. When it's ready, Publish to make it live. You can keep drafts unpublished until they're complete.
Common questions¶
Can I run more than one portal? Yes. Multiple portals are useful when you support several brands or languages, each with its own content and domain.
Do I have to set a custom domain right away? No. The portal works without one; you can add a custom domain whenever you're ready.
How do I add a video to an article? Paste a supported video link on its own line and ChannelX embeds a player automatically. See Embedding videos in the Help Center.