How to publish knowledge base articles and share a customer portal

Write an article

In Help Desk & Support, open Articles and press New Article. Describe what it should be about and let AI draft it, or write it yourself - title, category, cover image, excerpt and content. Switch on Published and press Create Article.

Set up your Customer Portal

Open Customer Portal from the Dashboard. Choose the Web address and press Create portal.

The portal shows your published articles, guided troubleshooting and a way to ask for help. In its Settings, set the portal name, welcome line and brand colour, then switch on Portal is live - until then only your team can open it. Press Copy link to share it.