HelpDocs

Overview 

The HelpDocs Integration allows you to connect your HelpDocs Knowledgebase in your FAQ bots as a FAQ source. 

Setup 

First, you need to create an API key in your HelpDocs settings. Navigate to your settings page in HelpDocs and select the tab "API" https://{{ YourSubDomain }}.helpdocs.io/app/settings?tab=api. 

Click "Create Key" in the top right corner. 

Find your newly created key in the list. Then click the three vertical dots button on the right of the key row. In the menu popup, select "Edit". 

Settings General NAME unnamed key Brand Integrations i18n Code Lighthouse API Users Migrations Billing PERMISSIONS Read Your trial expires in 14 days CREATED AT 02 Dec 2021 Create Key Edit Remove

It will open a drawer on the right side of the screen. We recommend renaming the key to something like "Signals Key" to help you keep track of your keys. 

Copy the key to your clipboard. 

Edit APl кеу Кеу хххххххххххххххххххххххххххххххххххх Name ChatFunne[s Кеу Permissions Write

Next, navigate to the Signals HelpDocs Integration page Settings->Org Settings->Integrations->Customer Support->HelpDocs.

Settings My Settings My Settings Saved Replies Company profile Chat Settings Org Settings Meetings Email Settings Integrations Installation Admin Settings Integrations INTEGRATIONS Q Search MANAGE Active BROWSE Analytics Automation Communication SETTINGS 4 16 2 2 2 4 Customer Support Zendesk Enrich your ChatFunnels experience with Zendesk HelpDocs Enrich your ChatFunnels experience with Helpdocs CRM Customer Support Enrichment '7

Now that you're at the HelpDocs integration page, paste the key into the field inside the "API Settings" section. 

While you're in the HelpDocs integration page, turn on the integration and the Knowledgebase feature to use your HelpDocs. 

Remember to click "SAVE" before leaving the page. 

Settings My Settings Chat Settings Org Settings Meetings Email Settings Integrations Installation Admin Settings '7 Integrations Page / HelpDocs Integration Page Integration: On API Settings To enable your HelpDocs integration, you need to provide your API key HelpDocs API Key* Feature: On Knowledgebase Enabling this feature allows you to use Helpdocs in your FAQ bots as an FAQ source SAVE

Usage 

In the Bot Builder insert a "FAQ" skill

80t Management / FAQ Bot BUILDER BOT SKILLS Bot Configuration AUDIENCE SEQUENCES SETTINGS PERFORMANCE CONVERSATION FLOW Start Here FAQ Enter a message... That worked Chat with a real person ARCHIVE BOT CREATE A TEST O VERSION HISTORY TEST DRIVE BOT a SAVE '7 Conversation Status End the bot flow and set the conversation status Other FAQ Handle visitors' frequently asked questions Set Lead Score Set the visitor's lead score A Alert Agent Notify an agent about this conversation Send Email Send an email to the visitor

Open the edit modal for the FAQ skill. Towards the bottom of the modal content, there is a section titled "FAQ Source". Select the "HelpDocs" option.

30t Management / Bot Configuration FAQ Bot BUILDER BOT SKILLS AUDIENCE SEQUENCES SETTINGS PERFORMANCE CONVERSATION FLOW FAQ Follow-up Actlons After the bot gives a response, what options do you want to give the visitor? The default buttons seen below cant be removed, but you can click on them and edit their text, and ARCHIVE BOT O VERSION HISTORY TEST DRIVE 80T a SAVE Conversation Status End the bot flow and set the conversation status Other Handle visitors' frequently asked questions Set Lead Score Set the visitors lead score A Alert Agent Notify an agent about this conversation Send Email Send an email to the visitor you can also add new buttons. That worked Let me ask again Chat with a real person Enter Button Text... FAQ Source C) ChatFunnels FAQ (S) HelpDocs Save and Close Cancel

Then save and close the modal and you're all set! Now the bot will use your HelpDocs Knowledgebase to help visitors find helpful resources.

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