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
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  1. Docs
  2. Setup
  3. Setting Up Your Portal

Before publishing your first article, spend a few minutes in Editor → Customize Portal to set up the essentials. These settings control how your portal is found, what it's called, and what visitors see when they arrive.


Portal Path

The portal path is the URL slug where your knowledge base lives:

helpguides.app/your-portal-path

This is the single most important thing to set before sharing your portal. Once visitors bookmark your docs or search engines index your pages, changing the slug will break those links — so pick something stable upfront.

Good slugs: acme, profitbooks-help, myapp-docs

The slug is lowercase, letters and numbers only (hyphens allowed). Set it once and leave it.


Portal Name

The portal name appears in the header, the browser tab title, and the footer. Set it to your product or company name — whatever your users would recognise.


Brand Logo

Upload a logo from Branding → Brand Logo. It appears in the top-left of every page next to the portal name.

  • Recommended size: 128×128 px
  • Supported formats: PNG, JPG, SVG, WebP
  • Transparent backgrounds work best

Company Website — set this to your product's main URL so clicking your logo takes visitors back to your app. Leave it blank and the logo links to the portal home instead.


Homepage Content

Set the Hero Title and Hero Subtitle that appear at the top of your portal home page.

FieldExample
Hero Title"How can we help?"
Hero Subtitle"Search our guides or browse by topic below."

Keep the title short and welcoming. The subtitle is a good place for a brief nudge — search hint, topic overview, or support escalation path.


Homepage Style

The Homepage Style setting controls what visitors see when they land on your portal root URL.

StyleBest for
Documentation landing (default)Portals with a single Documentation section — shows the article sidebar directly
Section-cards hubPortals with multiple sections — shows a grid of cards, one per enabled section

If you're only using the built-in Documentation section, leave this on the default. Switch to Section-cards hub once you've set up multiple sections so visitors can navigate to the right place at a glance.

See Sections to learn how sections work and how to enable or hide individual ones.


Saving

All settings on this page are saved together with the Save Changes button at the bottom of the page. Changes take effect immediately after saving.


What's not covered here

Appearance settings — accent color, sidebar background, footer links, and the custom header button — are all covered in Customising Your Portal.

Last updated: June 6, 2026

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