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The help center lives in Settings → Portal → Help center. Its articles show in the customer portal and feed the AI’s answers.

Articles

  • Organize them in categories.
  • Each article has an audience:
    • Public: visible in the portal and used by the portal AI.
    • Internal: only for your team and the agents’ AI; never shown in the portal.
  • Attach files (PDF, Word, Excel, images… up to 25 MB) shown at the bottom.
  • Set the SEO title and meta description.

Portal analytics

In Portal analytics you see:
  • Searches with no results: what customers look for and don’t find. It’s your list of articles to write.
  • Top searches and most viewed articles.
  • Articles to review, based on reader ratings.