Knowledge Base

The Customer Help Center

What your customers experience — reaching the Help center, browsing and searching, and the article suggestions shown while they submit a request.

What customers call it

In the Service Desk portal, the Knowledge Base is presented as the Help center. Same articles, customer-facing wording, and a deliberately narrower selection.

How customers reach it

Signed-in portal users see a Help center link on their My requests page. It opens at:

/portal/<your-portal-slug>/kb

An individual article lives at:

/portal/<your-portal-slug>/kb/<article-slug>

Customers must be signed in to the portal to read the Help center. It is not a public, anonymous documentation site.

What customers see

Only articles that pass every gate:

  • Published — drafts and archived articles never appear.
  • Visibility: Portal (customers) — internal articles never appear.
  • No Internal category above them — a hidden section takes its contents with it.
  • Shared with their company — either All companies, or a list including theirs.

Everything else is genuinely absent: not in the category tree, not in search results, and the direct URL returns "not found".

Uncategorized articles are grouped under General.

Browsing and searching

The Help center opens on Browse articles, showing the categories and articles available to that company in the order you curated on the Manage surface. Your arrangement reaches customers — the most important article in a section is the one you put first, not the one that happens to start with "A".

The search box is labelled Search articles, with the placeholder Search the help center…. Results appear under Search results, ranked exactly as they are for your team — exact title matches first, then title-prefix, then title-contains, then body relevance.

Customer-facing messages:

SituationWhat they see
Nothing published for themNo articles have been published yet.
Search found nothingNo articles match your search.
Could not loadWe could not load the help center. Please try again. with a Try again button
Article failed to loadWe could not load this article. Please try again.

Navigation links read Back to help center and Back to my requests.

Article suggestions on the request form

The Help center also works to prevent tickets. When a customer is submitting a request, the form searches your published articles as they describe their problem:

  • Prompt: What do you need help with?
  • Placeholder: Describe your problem…
  • Matches appear under These articles may help
  • If nothing matches: No matching articles — go ahead and submit your request.

This is the highest-value place your Knowledge Base pays for itself. A customer who finds the answer here never files the ticket.

Testing what customers see

You cannot fully verify the customer experience from the authoring surface, because the Library deliberately shows your team everything.

  1. Quick check — in the article editor, look for Live on your customer portal under the slug. If it is there, the article passes the state, visibility, and category gates. It does not tell you about the company list.
  2. Company check — the Companies summary in the editor's Audience panel. All companies, or the specific list.
  3. Full check — open the portal as a customer of the relevant company and browse the Help center. This is the only way to see exactly what they see, including ordering and category structure.

Getting the most out of it

Start with your ticket queue. The articles worth writing first are the answers your team is already typing repeatedly. Look at your most common request subjects and write those.

Put the customer-facing sections first. Category order is yours to set, and customers read top-down.

Use Internal categories for the working half. Keep runbooks, escalation procedures, and internal notes in an Internal section. Your team finds them in the Library alongside everything else; customers never know they exist.

Stage a section before launch. Build a new section under an Internal parent category, get every article right, then flip the parent to Portal. Everything goes live at once, already configured — and if you need to pull it back, flipping it to Internal restores exactly the state you had.