HelpGuides
  • Formatting Articles
  • Introduction
  • Quick Start Guide
  • Sections
  • Categories
  • Setting Up Your Portal
  • Embedding the HelpGuides chatbot on your site
  • Chatbot
  • Create an article using Claude
  • Create Using Screenshots
  • Creating a New Article
  • From Conversations
  • From URL
    • Add Product Updates
    • How Does Inbox Work?
    • Setting up a Custom Domain
    • Customising your portal
    • Customising your chatbot
    Powered by HelpGuides
    1. Docs
    2. Setup

    Setup

    Sections

    Sections are top-level content groups in your portal. Learn how to create, edit, and arrange sections, control their visibility, and organise categories within them.

    Categories

    Categories group your articles into logical topics within a section. Learn how to create, edit, and delete categories, assign them to sections, and reorder articles inside them.

    Setting Up Your Portal

    The essential things to configure when setting up your HelpGuides portal for the first time — portal path, name, logo, homepage, and more.

    Embedding the HelpGuides chatbot on your site

    Add the HelpGuides AI chatbot to any website with a single script tag. Step-by-step instructions for direct HTML and Google Tag Manager, plus how it works.

    Chatbot

    Set up the HelpGuides AI chatbot — configure its name, support email, and welcome message, then embed it on your website.

    HelpFilesHelpFiles

    © 2026 HelpFiles. All rights reserved.