How to connect your product to maintain screenshots after UI releases
How to connect your product to maintain screenshots after UI releases Connecting your product to HappySupport allows the system to automatically update screenshots whenever your UI changes. This integ
How to connect your product to maintain screenshots after UI releases Connecting your product to HappySupport allows the system to automatically update screenshots whenever your UI changes. This integration logs into your application and regenerates visual content to keep your help documentation current. Setting up product connection 1. Navigate to Settings Click on Settings in the left sidebar of your HappySupport admin dashboard. 2. Access Connected Products Select Connected Products from the settings menu to view your product connections. 3. Add a new product Click the Add Product button in the upper right area of the Connected Products page to save the credentials for logging into your app. 4. Configure product details Fill in the following information about your product: Name : Enter your app name Root URL : The main URL of your application Login URL : The login page URL where authentication happens Login Email : The email address for automated login Password : The password for the login account 5. Create the connection Click the Create button to establish the connection with your product. Regenerating screenshots 1. Open your Help Center Navigate to your Help Center in the HappySupport workspace and open an article that contains UI screenshots. 1. Switch to Steps view Click on the Steps tab in the article editor to access step specific settings. 2. Access screenshot options In the Step settings panel on the right, click on Screenshot to expand the screenshot management options. 1. Regenerate the screenshot Click on Regenerate screenshot to capture a fresh image and DOM and CSS selectors. The system will log into your connected account and navigate to the appropriate page to capture an updated screenshot. After completing these steps, your product will be connected to HappySupport, enabling automatic screenshot updates whenever your UI changes. This ensures your help documentation always reflects the current state of your application interface.
How to edit screenshots after recording After recording your step by step articles or UI overview articles, you can edit the screenshots to protect sensitive information or highlight important element
How to edit screenshots after recording After recording your step by step articles or UI overview articles, you can edit the screenshots to protect sensitive information or highlight important elements. This guide shows you how to access the visual editor and apply modifications like blurring, hiding, or spotlighting specific parts of your screenshots. Accessing the visual editor 1. Open a recorded article Navigate to any article that contains recorded steps, such as a step by step article or a UI overview article. These are the only article types that support screenshot editing. 1. Switch to Steps view Click on the "Steps" option in the top toolbar to open the visual editor. This will display all your recorded screenshots in a vertical strip on the left side of the screen. Editing screenshots 1. Navigate between steps You can jump from step to step using the thumbnail strip on the left side of the visual editor. Click on any thumbnail to view and edit that specific screenshot. 2. Select elements to modify Hover your mouse over different elements in the screenshot. As you hover, you'll see various editing options appear in a floating toolbar: Hide, Blur, Spotlight, or Edit. 1. Apply modifications Choose the appropriate modification for your needs: Hide : Completely removes the selected element from view Blur : Obscures sensitive information while keeping the element visible Spotlight : Highlights the element to draw attention Edit : Allows you to modify the text content 2. Save your changes After making modifications, click the "Save" button at the bottom of the screen. You'll see a dialog asking if you want to apply the changes to all steps. 3. Apply changes across multiple steps When the "Save Changes" dialog appears, you can toggle "Apply to all steps" to automatically apply the same modification to similar elements in other screenshots. The system will indicate how many steps contain the same element. 4. Confirm your changes Click "Save Changes" to finalize your edits. The system will process and apply your modifications to the selected steps. After completing these steps, your screenshots will be updated with the applied modifications, protecting sensitive information while maintaining the clarity of your instructional content.
How to create private articles Creating private articles in HappySupport allows you to share support content that isn't publicly accessible. This guide will walk you through creating a new private art
How to create private articles Creating private articles in HappySupport allows you to share support content that isn't publicly accessible. This guide will walk you through creating a new private article and optionally sharing it with specific audiences. Creating a Private Article 1. Navigate to the Private section Click on "Private" in the left sidebar navigation under the Knowledge section. This is where all your private articles are stored and managed. 2. Create a new article Click the orange "New article" button in the top right corner of the main content area. This will open a new article editor. 3. Start writing your article Begin typing your content in the main editor area. Add your article title and content as needed. Your changes will be automatically tracked, and you can save them by clicking the "Save" button that appears at the bottom of the editor. Sharing Your Private Article 4. Access sharing options Once you've created your private article, you can share it by clicking on "Direct sharing" in the Article settings panel on the right side of the editor. 4. Enable sharing Click the "Share" button next to the "Not shared" status. A confirmation dialog will appear explaining that anyone with the link will be able to view the article without signing in. 5. Confirm sharing Click the orange "Share" button in the confirmation dialog to make your article accessible via a shareable link. 6. Copy the share link After sharing is enabled, you'll see language specific sharing options. Click the copy icon next to the language version you want to share (for example, English) to copy the shareable link. Your private article is now created and can be shared with specific people through the direct link, while remaining private within your knowledge base until you decide to publish it to the Help Center.
Activate HappyChat in your Help Center HappyChat is an AI powered search widget that allows your readers to ask questions and receive instant AI generated answers based on your Help Center content. Th
Activate HappyChat in your Help Center HappyChat is an AI powered search widget that allows your readers to ask questions and receive instant AI generated answers based on your Help Center content. This article will guide you through enabling this feature for your Help Center. Accessing AI Search Settings 1. Open your Help Center settings Click on the external link icon next to your HappySupport workspace in the left navigation sidebar to access your Help Center settings. 2. Navigate to AI Search In the settings panel, locate and click on "AI Search" under the Discovery section. You can also access this directly from the Knowledge menu by clicking on "AI Search" under your HappySupport workspace. Managing the AI Search Widget 3. Enable or disable the search widget On the AI Search page, you'll find the "Enable AI search widget" toggle. Switch this on to activate HappyChat for your readers, or switch it off to disable it. When enabled, readers will see a search box that returns AI generated answers grounded in your articles. 4. Monitor your usage Below the toggle, you can view your monthly AI search usage. The Ultra plan shows your current requests out of your total allowance (e.g., 2 / 2000 requests). Note that AI search requests are shared across every Help Center in your organization. How HappyChat Works for Your Readers 5. The HappySearch widget Once activated, your Help Center visitors will see a HappySearch widget at the bottom of their screen, powered by AI. 6. Asking questions Users can click on the widget to expand it and type their questions directly into the search field. For example, they might ask "How can I import a Help Center?" 5. Getting instant answers After clicking the Search button, HappyChat provides an immediate AI generated answer based on your Help Center content, complete with source articles that were used to generate the response. 5) Accessing full articles Users can click on any source article listed in the results to preview it, and then click "Open article" to read the complete content. With HappyChat enabled, your readers no longer need to browse through individual articles to find answers. They can simply ask their questions and receive immediate, accurate responses based on your existing Help Center content.
How to import an existing Help Center This article walks you through importing your existing Help Center content into HappySupport. You'll set up a new Help Center by importing articles, folders, and
How to import an existing Help Center This article walks you through importing your existing Help Center content into HappySupport. You'll set up a new Help Center by importing articles, folders, and images from your current platform. Getting Started 1. Create a new Help Center Click the plus icon next to the "Knowledge" section in your left sidebar. This opens the setup wizard for creating a new Help Center. 2. Enter your existing site URL In the setup screen, you'll see "Hey there, got an existing site I can peek at?" Enter your current Help Center URL (for example: https://helpcenter.neuroflash.com/en) in the provided field. This allows the system to automatically detect your brand colors, logo, and other details. Click "Learn from my site" to proceed. 3. Choose your import option Select "Bring my existing one over" from the available options. This allows you to pull in articles, folders, and images from your existing Help Center. Currently, Zendesk imports are fully supported, with Intercom and other platforms coming soon. Click "Continue" to move forward. Configure Your Help Center 4. Set up your Help Center name and URL The system will suggest a name based on your existing site. You can keep the suggested name or modify it in the "Name" field. Choose your Help Center URL by editing the subdomain field. For example, if "neuroflash" is taken, try "neuroflashhelp" instead. Your full URL will be displayed as \[yourname\].happysupport.help. Click "Continue" when you're satisfied with your choices. 4) Choose your access settings Select who can access your Help Center: Anyone with the link : Creates a public Help Center accessible to everyone (recommended for customer facing documentation) Only with a password : Restricts access to users who know the password (suitable for paying customers or partners) Click "Continue" after making your selection. 5) Define your content tone Choose how your Help Center should communicate: Personal : Uses a conversational, direct style Impersonal : Maintains a neutral, document style tone Your primary language will be automatically detected. These settings will be used when generating or translating content. Click "Continue" to proceed. Customize and Launch 7. Personalize your branding Review the colors and logo detected from your site. You can adjust: Background color Text color Accent color Logo image Make any necessary changes or keep the detected settings. Click "Continue" when ready. 8. Configure language translations The system will show any additional languages detected on your site. Every article written in your source language (typically English) will be automatically translated into the selected languages. You can add or remove translation languages as needed. Click "Continue" to proceed. 9. Review and launch Check your configuration summary one final time. You can click any section to go back and make changes. When everything looks correct, click "Create and start importing" to begin the import process. Your Help Center will be created and the import process will begin automatically, bringing over all your existing content from the specified URL.
Handoff: Get informed about product releases relevant for your Help Center
Handoff: Get informed about product releases relevant for your Help Center The Handoff page helps you track product changes and transform them into documentation updates for your Help Center. Incoming
Handoff: Get informed about product releases relevant for your Help Center The Handoff page helps you track product changes and transform them into documentation updates for your Help Center. Incoming changes This section displays all pending commits from your connected sources, organized by date. A summary at the top shows the total number of commits and the time span they cover. Help Center badges: A row of colored badges represents each Help Center you created. You can use these to identify for which help center you got code changes into your queue. The badges are visually connected to indicate the flow of content through your handoff pipeline. Date grouped entries: Changes are grouped chronologically, with the most recent dates at the top. Each group shows the commit count and related Help Center items. Expand a group to see individual change entries with their titles and details. Action buttons: For each change entry, you have several options: Handoff: Moves the selected change to the processing queue for documentation analysis Dismiss: Removes the change from your incoming queue without further action Analyze: Examines collapsed date groups to identify relevant documentation updates Handed Off panel This panel displays changes that have been processed and are ready for documentation work. Each handed off item expands into a detailed task breakdown. Task list: Individual tasks appear with status badges indicating the type of action required: PATCH: Updates to existing documentation CREATE: New content that needs to be written DELETE : Article needs to be deleted. Each task row describes the specific update, such as navigation path changes or settings reference updates. Action controls: On the right side of each task row, you'll find: Generate: Creates the documentation update automatically Review: Opens the task for manual inspection and approval Chevron icon: Expands the row to show additional details for that specific action At the bottom of the panel, a counter displays the total number of actions available for the current handoff item.
Admin Settings The Admin Settings area provides access to personal account options, organization configuration, and support resources through a structured navigation panel. Settings Navigation Panel A
Admin Settings The Admin Settings area provides access to personal account options, organization configuration, and support resources through a structured navigation panel. Settings Navigation Panel After selecting Settings from the main sidebar, a secondary navigation panel appears on the left side of the settings area. This panel organizes all available settings into four categories, each with its own section heading. Personal Profile: Opens your personal profile page where you can edit your first name, last name, and view your associated email address. Your name appears across the workspace wherever your identity is displayed. Account: Provides access to account level settings related to your individual user account. Active Organization General: Contains general configuration options for the currently active organization. Team: Manages team related settings, including member management and team structure. Plans & Billing: Handles subscription plans, payment methods, and billing information for the organization. Usage: Displays usage statistics and consumption data for the organization. Codebase: Configures codebase connections and related integration settings. Connected Products (Beta): Links your software login so that HappySupport can update your screenshots automatically. This feature is currently in beta. Organizations Organizations: Manages organization level settings and allows switching between or configuring multiple organizations if applicable. Support Help & Support: Provides contact options to the HappySupport team.
Usage Overview The Usage page in Settings lets you monitor your account's resource consumption across all plan limits. Settings Navigation You can access the Usage page by selecting Settings in the ma
Usage Overview The Usage page in Settings lets you monitor your account's resource consumption across all plan limits. Settings Navigation You can access the Usage page by selecting Settings in the main sidebar, then choosing Usage from the Active Organization section. The Usage entry appears with an orange bar chart icon and highlights when active. Usage Dashboard The main content area displays your current plan consumption through a set of metric cards. Each card shows a resource type, the current count versus the maximum allowed, a percentage, and a visual progress bar. Monthly Article Generation: Tracks how many articles you've created during the current billing cycle. This counter resets automatically when a new billing period begins. Total Active Articles: Shows the total number of articles currently stored in your account. Deleting articles frees up space within this limit. Total Help Centers: Displays how many Help Centers you've created relative to your plan's maximum. Removing Help Centers releases capacity. Total Glossary Items: Indicates the number of glossary entries in your account. Deleting items frees up space here as well. Team Members: Shows how many active team member seats are in use. Removing team members makes seats available again. Usage Periods Below the metric cards, a table lists your article generation history across billing periods. The Date Range column shows each billing cycle, with the current period labeled accordingly. The Article Generation Usage column displays how many articles were created during that specific period, giving you a clear view of your usage trends over time.
Get feedback on your articles The Article feedback page lets you view, filter, and manage reader reactions to your Help Center content. Sidebar Navigation The Feedback item sits in the "More" section
Get feedback on your articles The Article feedback page lets you view, filter, and manage reader reactions to your Help Center content. Sidebar Navigation The Feedback item sits in the "More" section of the left sidebar. A small badge displays the count of unresolved feedback items, so you can quickly see if new responses need attention. Selecting it opens the Article feedback page in the main workspace. Article feedback Page This page collects all reader feedback submitted on your published articles. Two filter bars at the top help you narrow down what you see, and the feedback list below shows matching entries. Status filter: Choose between "All," "Active," or "Resolved" to display feedback based on whether it has been addressed. "All" is selected by default. Rating filter: Switch between "All," "Positive," or "Negative" to show feedback by sentiment. Each option includes a thumbs up or thumbs down icon for quick recognition. Feedback List Each feedback entry appears as a row inside a rounded container. The structure includes: Sentiment icon: A colored circle on the left indicates the type of feedback: green with a thumbs up for positive, pink with a thumbs down for negative. Article title and comment: The linked article name appears in bold, followed by the reader's written feedback beneath it. Metadata: Below the comment you'll find the submitter info (often "Anonymous"), the submission date, and the resolution timestamp if applicable (shown in green text). Action buttons: On the right side of each row, you can mark feedback as resolved using the checkmark button or remove it entirely with the trash icon. Resolved items only show the delete option.
Help Center Analytics The Analytics page gives you a comprehensive overview of how your Help Center content performs, showing traffic metrics, trends, and per article statistics. Accessing Analytics I
Help Center Analytics The Analytics page gives you a comprehensive overview of how your Help Center content performs, showing traffic metrics, trends, and per article statistics. Accessing Analytics In the left sidebar, you'll find the Analytics entry under the MORE section. Clicking it opens the analytics dashboard in the main content area. Date Range Filter At the top of the page, a dropdown control lets you select the reporting period for all displayed data. By default, it shows "Last 7 Days" and includes a calendar icon. Click the dropdown to choose a different time range; all metrics, charts, and article statistics will update accordingly. Summary Metric Cards Three cards at the top of the dashboard display your key performance indicators: Total views: Shows the combined view count across all Help Centers and directly shared articles within the selected period. A green or red badge indicates the percentage change compared to the previous period. Help Center views: Displays views specifically from articles accessed through your published Help Centers. If there's no historical data available for comparison, a gray note appears instead of a trend indicator. Shared views: Counts views on articles opened via directly shared links. Like the other cards, it includes a comparison badge showing week over week performance (positive in green, negative in red). Daily Visits Chart Below the summary cards, the Daily visits bar chart visualizes traffic trends over the selected date range. Two color coded series break down the data: Orange bars represent Help Center traffic Lighter peach bars represent Directly shared traffic Hovering over any bar reveals a tooltip with the exact values for that date. The legend beneath the chart identifies each series. Spikes in the chart help you identify which days saw unusually high or low engagement. All Articles Table The bottom section lists individual articles with their performance data. Each row includes: The article title The Help Center name The full article URL Views: Total number of times the article was viewed Visitors: Number of unique visitors who accessed it You can scan this table to identify your best performing content or spot articles that might need attention based on low engagement numbers.
How to create a new Help Center This article guides you through creating a new Help Center in HappySupport. By following these steps, you'll set up a branded help center with your company's colors, co
How to create a new Help Center This article guides you through creating a new Help Center in HappySupport. By following these steps, you'll set up a branded help center with your company's colors, configure access permissions, and customize the tone of your content. Getting Started 1. Create a new Help Center Click the plus (+) button next to the Knowledge section in the left sidebar of your HappySupport admin dashboard. 1. Import your existing site information Enter your website URL or URL from your existing Help Center in the URL field, then click "Learn from my site". This allows the system to automatically detect your brand colors, logo, and other details from your existing website. If you prefer to skip this step, click "I'd rather skip this" instead. In this case you need to set up the settings manually yourself. Basic Configuration 3. Confirm your Help Center name Review the detected name for your Help Center. The system will suggest a name based on your website. This name will appear at the top of every page in your Help Center. The URL will be automatically generated as \[yourname\].happysupport.help. Click "Continue" to proceed. 4. Set access permissions Choose who can access your Help Center: Anyone with the link : Creates a public Help Center that's open to everyone. This is best for customer facing documentation. Only with a password : Restricts access to people who know the password. Select your preferred option and click "Continue". Customization 5. Configure language and tone Set how your Help Center content should sound: Select your primary language from the dropdown. We do not recommend to change the primary language after you have created your first article. Choose your tone: Personal : Creates a conversational and direct style Impersonal : Uses a more formal approach For German language users, select between: Du : Friendly and casual tone Sie : Formal and professional tone Click "Continue" after making your selections. 6. Customize branding Review and adjust your Help Center's visual identity: The system will display the colors detected from your website (Background, Text, and Accent colors) To add a logo, click the "Upload a logo (optional)" field Adjust any colors by clicking on the hex values if needed Click "Continue" when you're satisfied with the appearance. Final Review 7. Review your configuration Check the summary of your Help Center settings: Starting content (typically "Starting empty, you'll add content as you go") Name and URL Access settings Language and tone preferences Color scheme You can click the edit icon next to any section to make changes. 8. Launch your Help Center Once you've reviewed all settings, click "Create my help center" to complete the setup. After completing these steps, your new Help Center will be created and ready for you to start adding content.
Create groups and sub groups Groups help you organize your Help Center articles into logical categories, making it easier for users to find the information they need. This article shows you how to cre
Create groups and sub groups Groups help you organize your Help Center articles into logical categories, making it easier for users to find the information they need. This article shows you how to create both main groups and sub groups within your Help Center. Creating your first group 1. Navigate to your Help Center In the left sidebar, select your Help Center (in this example, "neuroflash") from the Knowledge section. 1. Start creating a group Click the "Create Group" button in the middle panel where it says "No groups yet". This opens the Create group dialog. 2. Configure your group settings Fill in the following information: Name : Enter a descriptive name for your group (e.g., "First steps") Icon : Click the icon selector to choose an icon that represents your group Description : Add an optional description to explain what this group contains (e.g., "Learn your first steps inside neuroflash") 1. Select an icon When you click the icon selector, you can search for relevant icons. Type a keyword like "steps" to find matching icons, then click on your preferred icon to select it. 2. Create the group Once you've filled in all the necessary information, click the orange "Create group" button to create your new group. Adding content to your group 6. Create articles within the group Click the "New article" button to start adding content to your group. This opens the article editor where you can write your help documentation. Creating sub groups 8. Access the group creation options From within your main group, click the "New article" button's dropdown arrow and select "Group" from the menu to create a sub group instead of an article. 8. Configure the sub group In the Create group dialog: Name : Enter a name for your sub group Description : Add a description explaining the sub group's purpose (e.g., "How to create your first articles") 9. Complete sub group creation Click the orange "Create group" button to create your sub group within the main group. 10. Add content to sub groups You can add articles or create additional nested groups within your sub groups by clicking the plus icon next to the sub group name in the navigation panel. After completing these steps, you'll have a well organized Help Center with groups and sub groups that make it easy for users to navigate and find the information they need. You can continue adding articles and creating additional organizational structures as your Help Center grows.
Can we have separate Help Centers for admins and regular users?
Can we have separate Help Centers for admins and regular users? Yes, you can create separate Help Centers for different audiences by setting up multiple knowledge bases in your workspace and configuri
Can we have separate Help Centers for admins and regular users? Yes, you can create separate Help Centers for different audiences by setting up multiple knowledge bases in your workspace and configuring different access controls for each. How it works HappySupport lets you run multiple knowledge bases from a single workspace. Each knowledge base operates as an independent Help Center with its own articles, categories, branding, and access settings. You can make one Help Center public for regular users while restricting another to admins using password protection or SSO. If you want a public Help Center for users and a password protected one for admins Create two separate Help Centers in your workspace. Configure the user facing one with authentication type "None" to make it publicly accessible. Configure the admin facing one with "Password" authentication so only people with the shared password can view the content. What to do: Go to each Help Center's "Settings" → "Access Control", select the authentication type, and save. If you want SSO restricted access for your admin Help Center You can restrict a Help Center to users authenticated through your SAML 2.0 identity provider. This lets you control access through your organization's directory. What to do: Set up SSO for the admin Help Center. This requires an Enterprise plan. Plan limits for multiple Help Centers The number of Help Centers you can create depends on your plan: Starter: 1 Help Center Professional: up to 3 Help Centers Enterprise: unlimited Help Centers If you're on Starter and need separate Help Centers for different audiences, you'll need to upgrade to Professional or Enterprise.
Manage your Help Center The Help Center management interface lets you organize knowledge bases, groups, and articles through a structured sidebar and content area. Navigation Sidebar The sidebar on th
Manage your Help Center The Help Center management interface lets you organize knowledge bases, groups, and articles through a structured sidebar and content area. Navigation Sidebar The sidebar on the left gives you quick access to all your knowledge bases and tools. Search field: Use the search bar at the top (⌘K) to jump directly to any workspace, article, or setting. Knowledge section: Lists all your knowledge bases. Click any entry to select it. The active workspace appears highlighted with a gear icon for settings and an external link icon to open the published Help Center. Nested items: When you select a knowledge base, sub items like Glossary, AI Search, and Git Sources appear indented below it. Maintain and more sections: Access additional tools including Handoff, Feedback (with notification badges), Analytics, and Settings. Usage indicator: At the bottom, you can monitor your monthly usage quota and total article count. Knowledge Base Header When you select a knowledge base, a header bar displays key information at the top of the content area. Title and stats: Shows the knowledge base name along with counts for Published items, Articles, and Groups. URL field: Displays the public URL of your Help Center. Copy or open the link directly. Groups Panel The narrow panel between the sidebar and main content area shows all groups within the selected knowledge base. Group list: Each group displays an icon, name, and article count. Click a group to view its contents. Add group: Use the link at the bottom to create a new group for organizing articles. Settings icon: Click the gear icon next to the knowledge base name to access configuration options. Group Details When you select a group, its row in the main content area shows editable options. Description: Add or edit a description using the pencil icon next to "Add description." Translation: Click "Add translation" to create localized versions of the group content. Settings gear: Access group specific settings from the icon on the right. Content Area The main content area displays articles within the selected group. Empty state: When a group has no content, you see a centered prompt with two options: "New article" (orange primary button) to create content directly, or "New group" to add a sub group for further organization. New article button: Also available in the top right corner of the content area, with a dropdown for additional options. Breadcrumb navigation: The header shows your current location (for example, "All / Admin & Billing") with a back arrow to return to the previous level.
Help Center Settings The settings area lets you configure every aspect of a Help Center project, from basic identity information to advanced deployment options. Main Menu The left sidebar lists all yo
Help Center Settings The settings area lets you configure every aspect of a Help Center project, from basic identity information to advanced deployment options. Main Menu The left sidebar lists all your Help Center projects under the Knowledge section. Selecting a project (like ClickUp) opens its dedicated settings panel. Each project row displays a small icon, the knowledge base name, and quick access icons for settings and external navigation. Help Center Settings Navigation Once you select a project, a secondary sidebar appears with all available configuration categories. Settings are organized into logical groups: Knowledge Base Settings: Contains foundational configuration options. Domain setup: Configure custom domains for your Help Center URL Authentication: Manage sign in requirements and access control Add ons: Enable or disable additional features and integrations General: Edit the Help Center's name, description, and URL slug Branding: Controls visual appearance. Theming: Customize colors, fonts, and overall look Content: Manages Help Center content features. Glossary: Define terms that appear throughout your documentation Translations: Configure language settings and localization Customization: Adjust content display preferences Quick Links: Set up shortcut links for easy navigation Discovery: Handles search and findability. AI Search: Configure AI powered search functionality Deployment: Manages technical publishing options. Codebase: Access code related deployment settings Advanced: Contains sensitive operations. Danger Zone: Access irreversible actions like deleting the Help Center General Settings Page The General page displays when you select it from Project Settings. It contains two main sections: Identity: Set the public facing name and description that readers see. The Name field holds your Help Center's title, while the Description field accepts a brief summary of what the Help Center covers. URL: Define the unique slug used in your Help Center's web address. The Slug field shows the customizable portion, followed by the fixed domain suffix (like .happysupport.help). Changing the slug moves your Help Center to a new address, so the current URL displays below the field for reference.
The help article editor The help article editor is a multi pane workspace where you create, organize, and publish Help Center content. Header bar The header bar sits at the top of the editor and provi
The help article editor The help article editor is a multi pane workspace where you create, organize, and publish Help Center content. Header bar The header bar sits at the top of the editor and provides context and publishing controls. Breadcrumb navigation: Shows the current path (e.g., "All / First steps / What subscription plans does ClickUp offer?"). You can use this to understand where the article sits in your Help Center hierarchy. Publication status: A status pill on the right displays the current state, such as "Live" with a green dot. Click the dropdown arrow to access additional status or sharing options. Article navigation panel This narrow panel between the global sidebar and the editor displays the content structure for your selected Help Center. Folders and groups: Sections like "First steps" appear as collapsible folders with a count of contained articles. You can expand or collapse these to browse your content tree. Article list: Each article entry shows a colored status dot: green indicates published content, orange signals a draft or incomplete state. Click any entry to open it in the editor. Add group: At the bottom, use "+ Add group" to create new subgroups within your collection. Formatting toolbar A slim vertical toolbar runs along the left edge of the content editor. Heading levels: Quick buttons for H1, H2, and H3 let you insert or convert text to different heading styles. Text formatting: Icons for bold, italic, lists, quotes, dividers, links, and embeds allow you to style content or add structured blocks without leaving the editor. Content editor The central canvas is where you write and edit your article. Title field: A large bold heading at the top serves as your article title. Body area: Below the title, you can add introductory text, section headings, and paragraph content. The editor supports rich text with clean typography for easy readability. Article settings The right side panel labeled "Article settings" contains collapsible sections for managing metadata and configuration. Data: Access structured data fields associated with the article. Location: Displays the current path (e.g., "ClickUp / First steps") and lets you move the article within your Help Center. Direct sharing: Configure sharing permissions or generate direct links. Tags: Assign tags to categorize content; the count shows how many are currently applied. External Images: Manage images linked from external sources. Editor Actions: Access editing tools or automation options. Actions: Perform article level operations like duplication or deletion.
How to add and edit a glossary entry Glossary entries help you maintain consistent terminology across your documentation. By creating standardized terms and definitions, you ensure that your content u
How to add and edit a glossary entry Glossary entries help you maintain consistent terminology across your documentation. By creating standardized terms and definitions, you ensure that your content uses the same language throughout, making it easier for readers to understand your documentation. Creating a new glossary entry 1. Navigate to the Glossary section In the left sidebar of your HappySupport admin interface, click on the Glossary item located in the More section. 2. Start creating a new entry Click the Add Entry button in the top right corner of the Glossary page. 3. Select the scope for your entry Click on the Scope dropdown field and choose where this glossary term should apply: Global : The entry will apply to every generated article in your organization Specific Help Center : The entry will apply to articles in that specific Help Center 1. Fill in the glossary details Complete the form with your glossary information: Term : Enter the exact term you want to standardize (e.g., "Help Center" or "HappySupport") Definition : Type a clear definition for the term. You can also use the Generate button to create an AI powered definition Negative (Optional) : Add any variations or misspellings that should be avoided (e.g., "help center, helpcenter" for "Help Center") Example (Optional) : Provide a sample sentence showing how to use the term correctly 1. Save your glossary entry Click the Add Glossary Item button at the bottom right of the modal to create your entry. Editing existing entries 1. Find the entry to edit Locate the glossary term you want to modify in the main table. 1. Open the edit dialog Click the pencil icon in the Actions column next to the entry you want to edit. 2. Make your changes Update any fields as needed term, definition, negative examples, or usage examples. 3. Save your updates Click the Save Changes button to apply your edits to the glossary entry. Your glossary entries are now active and will help maintain consistent terminology across all your documentation. The system will use these standardized terms when generating or updating articles, ensuring your content remains professional and uniform.
What does it cost to use HappySupport? HappySupport offers three plans: Starter, Professional, and Scale. What's included on each plan Starter 1 Help Center Up to 5 team members Unlimited articles Hap
What does it cost to use HappySupport? HappySupport offers three plans: Starter, Professional, and Scale. What's included on each plan Starter 1 Help Center Up to 5 team members Unlimited articles HappyWidget PDF and Markdown export Integrations with Zendesk, Intercom, Salesforce, HubSpot, REST API, and Webhooks/Zapier Pro Up to 3 Help Centers Up to 20 team members Unlimited articles Everything in Starter, plus: HappyChat (AI chatbot) HappyAgent (up to 3 GitHub repos) Auto Translation Custom domain GIF export Glossary Scale Unlimited Help Centers Unlimited team members Unlimited HappyAgent repos Everything in Pro, plus: SSO/SAML 2.0 SCIM provisioning White labeling HIPAA BAA available Dedicated support Billing options You can choose monthly or yearly billing on any plan. Both cycles include the same features. Free trial You can start a free trial without a credit card. During the trial you can create up to 10 articles, invite team members, and test integrations. When the trial ends, pick the plan that fits your needs. For Enterprise trials with SSO requirements, contact support@happysupport.ai.
Does HappySupport offer a free trial? Yes, HappySupport offers a free trial. No credit card is required to start. What's included in the trial During the trial you can: Create up to 10 articles Invite
Does HappySupport offer a free trial? Yes, HappySupport offers a free trial. No credit card is required to start. What's included in the trial During the trial you can: Create up to 10 articles Invite team members to collaborate Test integrations with Zendesk Use HappyRecorder and HappyWidget Export articles as PDF or Markdown What happens after the trial When your trial ends, you choose a plan (Starter, Professional, or Enterprise) with monthly or yearly billing. Your workspace data, articles, and settings stay intact when you move to a paid plan. If you need more time to evaluate the platform, contact support@happysupport.ai. For Enterprise plan trials with SSO requirements, reach out to the same address.
Can we keep the Help Center articles inside Intercom?
Can we keep the Help Center articles inside Intercom? No, HappySupport doesn't store your articles inside Intercom. Your Help Center content lives in HappySupport, and you connect it to Intercom as a
Can we keep the Help Center articles inside Intercom? No, HappySupport doesn't store your articles inside Intercom. Your Help Center content lives in HappySupport, and you connect it to Intercom as a data source for your AI chatbot. How the integration works HappySupport creates and maintains your Help Center articles. Your Intercom bot (or any other AI chatbot) reads from that Help Center by pointing to your published HappySupport URL. What to do: Add your HappySupport Help Center URL to Intercom's knowledge base or AI bot settings as an external data source. Your Intercom bot then queries HappySupport content when answering customer questions. Why this setup matters Most AI chatbots give wrong answers because they're trained on outdated documentation. HappySupport's Self Evolving Documentation keeps your content in sync with your actual product. When your team ships UI changes, HappyAgent detects affected guides and updates them automatically. Your Intercom bot stays the same. The data it reads from becomes current and accurate.
Can the Help Center be integrated into HubSpot?
Can the Help Center be integrated into HubSpot? No, the Help Center is hosted inside HappySupport. But, you can use your HappySupport Help Center as a training source for an AI chatbot hosted in HubSp
Can the Help Center be integrated into HubSpot? No, the Help Center is hosted inside HappySupport. But, you can use your HappySupport Help Center as a training source for an AI chatbot hosted in HubSpot. Add the URL of your published Help Center into the context of your HubSpot AI chatbot. What to do Copy your Help Center's published URL and paste it into your HubSpot AI chatbot's knowledge base or context settings. Your HubSpot bot will then use your HappySupport articles to generate responses. This approach keeps your documentation in HappySupport (where it updates automatically with your product) while letting HubSpot's bot serve answers to your customers.
Can I make the docs experienceable inside my software?
Can I make the docs experienceable inside my software? Yes. HappyWidget embeds your Help Center guides directly inside your product as interactive tours, so users get help without leaving the app. How
Can I make the docs experienceable inside my software? Yes. HappyWidget embeds your Help Center guides directly inside your product as interactive tours, so users get help without leaving the app. How it works HappyWidget sits as an in app layer on top of your product. It reads the user's current context and serves the right guide proactively when someone gets stuck. No tab switching, no searching through a separate Help Center. The guides appear as interactive tours that walk users through the exact steps they need, right where they need them. No coding required on your end. What you need HappyWidget is included on all plans (Starter, Pro, and Enterprise). You need: A library of guides in HappySupport HappyWidget enabled in your workspace settings Adding HappyChat to HappyWidget If you're on a Pro or Enterprise plan, you can also embed HappyChat inside HappyWidget. This gives users chatbot support without leaving your application. Enable this option in the HappyWidget settings.
How is Help Center article creation automated?
How is Help Center article creation automated? HappySupport automates article creation through screen recording analysis and AI support content generation. You record a workflow with the AI Article Re
How is Help Center article creation automated? HappySupport automates article creation through screen recording analysis and AI support content generation. You record a workflow with the AI Article Recorder, and the system transforms it into a structured article with screenshots and step by step instructions. How it works Recording based automation When you record your software with the AI Article Recorder, HappySupport analyzes each click you made and generates: A screenshot for every click action and an animated GIF Step by step text descriptions Structured headings based on the workflow For recordings that need richer information, you can add extra context via voice or written format on each individual step. The AI analyzes each step's context and position in the workflow, then produces concise instructions using active voice. If you have a glossary configured, the AI incorporates your defined terms automatically. Template based creation When creating articles manually, you can select from templates (FAQ, Reference, Knowledge, Best Practices) that provide pre formatted structures. Click "Generate article" after selecting a template to create the initial draft. You get the best results, if you have connected your GitHub repo. Auto translation On Pro and Enterprise plans, articles can be automatically translated into your configured target languages. The system respects your tone (formal/informal) and addressing (personal/impersonal) settings per language. Translations aren't regenerated automatically when you update source articles. Instead, they're marked as "Outdated" until you manually trigger retranslation. Handoff: HappySupport monitors your codebase for changes When connected to GitHub, HappySupport monitors your repositories for code changes, so that you can analyze which support docs need an update.
How relevant is writing support content for AI agents too (e.g. ChatGPT)?
How relevant is writing support content for AI agents too (e.g. ChatGPT)? Writing support content that AI agents can access and use is increasingly relevant, though the specifics depend on your produc
How relevant is writing support content for AI agents too (e.g. ChatGPT)? Writing support content that AI agents can access and use is increasingly relevant, though the specifics depend on your product's approach to AI integration. AI agents like ChatGPT, Perplexity, and others are becoming common ways people search for help. When your support content is structured clearly and accessible to these tools, AI agents can surface accurate answers about your product instead of hallucinating or giving outdated information. What to do: Write clear, direct content with explicit questions as titles. Avoid burying answers in marketing fluff. There are also many technical optimizations, which you don't have to worry about. As your Help Center on HappySupport is optimized for LLMs and AI agents right away, without you doing anything.
Can the AI Article Recorder create guides for internal use?
Can the AI Article Recorder create guides for internal use? Yes, you can use the AI Article Recorder to create guides for internal use. Record any guide the same way you would for public documentation
Can the AI Article Recorder create guides for internal use? Yes, you can use the AI Article Recorder to create guides for internal use. Record any guide the same way you would for public documentation, then control who can access it through sharing settings or Help Center access controls. Scenarios If you want to share with specific people without publishing You can generate a direct link to any guide and share it with your team. The guide doesn't need to be in a published Help Center. What to do: Open the guide, click "Share", and copy the generated link. Anyone with the link can view it. For extra security, enable password protection in the share settings. If you want an internal only Help Center You can restrict your entire Help Center so only people with a password or SSO credentials can access it. What to do: Go to "Settings" → "Access Control" in your Help Center and select "Password" or "SSO" as the authentication type. All articles in that Help Center become internal only. If you want to keep guides in draft status Guides with "Draft" status aren't visible to Help Center visitors and aren't indexed by HappyChat. What to do: Save your guide but don't change its status to "Published". Team members with Editor or Admin roles can still view and edit it in the workspace.
How can I define my own glossaries and terminology?
How can I define my own glossaries and terminology? You define custom glossary terms in the Glossary section of your HappySupport workspace. Once defined, these terms are automatically used by AI cont
How can I define my own glossaries and terminology? You define custom glossary terms in the Glossary section of your HappySupport workspace. Once defined, these terms are automatically used by AI content generation and HappyChat to keep your documentation consistent. Adding a glossary entry 1. Click "Glossary" in the left sidebar under the "Article Quality" section. 2. Click "+ Add Entry" in the upper right corner. 3. Enter the term you want to standardize in the "Term" field. 4. Add a definition in the "Definition" field, or click "Generate" to let AI create one for you. 5. Optionally add negative examples (common misspellings or incorrect variations) and usage examples. 6. Click "Add Glossary Item" to save. What glossary terms do Your glossary integrates with two parts of HappySupport: AI content generation : When you use AI to generate or improve article content, it references your glossary automatically. The AI uses your approved terminology instead of generic alternatives. HappyChat : Your glossary terms are injected into HappyChat's system prompt. The chatbot uses your defined terms when answering user questions, so responses match your documentation. Adding usage examples and negative examples Usage examples show correct usage of a term. Negative examples highlight incorrect or discouraged variations. To add them: 1. Open the glossary term you want to update. 2. In the Examples section, click "Add Example" or "Add Negative Example". 3. Enter the sentence or phrase. 4. Click "Save". For example, if your glossary defines "HappySupport" as the correct term, you might add "happy support" and "happysupport" as negative examples. When changes take effect Updates to your glossary apply immediately to new AI operations. HappyChat picks up glossary changes the next time it processes its system prompt. So it is recommended to set up your glossary before you generate any support content in HappySupport. Note: The glossary feature is only available on Professional plans.