Setting Up Your Knowledge Base

ChattyPie includes a built-in knowledge base that gives your customers a self-service help center. This article covers enabling the KB, configuring the portal, creating categories and articles, and making content discoverable.

Enabling the Knowledge Base

1. Go to Settings > Knowledge Base
2. Toggle Enable Knowledge Base
3. Configure the portal settings:
   • Portal name — Shown in the header (e.g. "Acme Help Center")
   • Subdomain — Your public URL will be https://help.your-domain.com or https://your-domain.com/help/WORKSPACE_UID
   • Logo — Displayed in the portal header
   • Primary color — Used for links, buttons, and accents
4. Click Save

Creating Categories

Categories organize your articles by topic. You can nest categories one level deep (parent > child).

1. Go to Knowledge Base > Categories
2. Click New Category
3. Enter:
   • Name — Display name (e.g. "Getting Started")
   • Slug — URL-friendly identifier (auto-generated from name)
   • Description — Brief summary shown on the portal
   • Icon — Emoji or icon for visual identification
   • Parent — Optional parent category for nesting
4. Click Save

Creating Articles

1. Go to Knowledge Base > Articles
2. Click New Article
3. Fill in:
   • Title — The article headline
   • Category — Which category this article belongs to
   • Content — Write in Markdown (headings, lists, tables, code blocks)
4. Set status:
   • Draft — Only visible to your team
   • Published — Visible to everyone on the portal
   • Archived — Hidden from portal but preserved in the system
5. Click Publish (or Save Draft)

Featured Articles

Mark important articles as featured to highlight them on the portal landing page:

1. Open an article
2. Toggle Featured in the sidebar
3. Set the Featured Order (0 = first, 1 = second, etc.)

Featured articles appear in a prominent section at the top of the help center.

SEO Settings

Each article has optional SEO fields:

• Meta title — Custom title for search engines (defaults to article title)
• Meta description — Summary shown in search results (defaults to first 160 characters)

Portal URL

Your knowledge base is accessible at:

https://your-domain.com/help/YOUR_WORKSPACE_UID

Share this URL with customers or link to it from your website's navigation.