With HelpBar, you can make your resources available to users when needed and allow them to find the right answers. Add a 'Spotlight Search' that connects your well-written documentation, product pages, and key actions to unblock users in their journey.

You can configure and publish your own HelpBar in just a few steps.

🔐 Available on all plans

📍 Integrates well with Intercom, Document360, GitBook, Help Scout, ReadMe, Zendesk

⚙️ Configure & Preview from the Dashboard

Chameleon picks up the colors from your app's style. You can adjust the background and text colors as well as tweak the styling with Custom CSS to ensure HelpBar fits right in your interface.

There are different types of content you can add, including help documentation, Walkthroughs, integration Actions, or custom content from your app.

First, you'll pick the type of content you want to add and next, you'll follow a simple flow to add it to HelpBar.

To add public content, just tell Chameleon where to pull your results from -- paste your link (e.g. your help center's) and Chameleon will bring up the content that you can add to your HelpBar.

If you have a private knowledge base, you can still leverage it with the HelpBar. 😉 You can authorize the connection with Chameleon and switch between public or private results when adding your content.

Once you add it to your HelpBar, you'll be able to:

To add product navigation, user-generated content from your app, or individual URLs select the option to "Add any link". Here, you'll also be able to choose which content Group should your resource go in. When adding individual links, you can pick between 3 different options:

To get content into HelpBar, you can put all your links together in a spreadsheet and upload that to Chameleon.

First, get your Template to easily add any content you want to use. You can pick how you want the HelpBar to handle each link (e.g. open in a new tab or navigate to it) and pick the icon for each entry.

Once your file is ready export it as a CSV and upload it in your Dashboard. Chameleon will notify you of any possible issues, to ensure your file will upload correctly; and your links will work seamlessly. If you see any errors, review the message and adjust your file. You can also preview your content and sort between the records in the table to review your content.

If you spot anything that should be different, click the entry in the table you want to update and you can easily adjust it before publishing it to HelpBar.

You can add any link to your HelpBar and configure how it appears to your users. Choose this option when adding your content, and you'll follow a simple flow to configure how this link should appear.

Once you paste in your URL, you'll have a few useful options:

After you publish your entry to HelpBar, your link will appear in your respective content Group. Simply select it and you can click any resource in the table to edit it 😉

👉 See how to change the order of your "Content Groups" in HelpBar.

You can also use our API to send content to your HelpBar to a specific content Group. Simply generate your API token and copy the code from the Dashboard. This is a powerful method that enables you to have user-generated content from your app, always available to users.

👉 Read more about how to leverage this option or explore our API documentation.

👀 You'll soon be able to add your Chameleon Walkthroughs from HelpBar.

You can currently add any Walkthrough via the Tour Sharing option.

Just grab the link from your Dashboard and add it to your HelpBar as a Single URL. Don't forget to set a title and description before publishing.

Users can launch your connected integrations from HelpBar, for a richer, more immersive user experience. Allow users to book calls, see upcoming feature demos, or peruse success plans and guides at their convenience.

Start adding your integrations by clicking Add content → Actions → Add Action, under the 'Searchable content' panel in your Dashboard. From the dropdown, find and select the integration you want to add and you'll configure a few details, before adding it to your HelpBar.

Once you add one, or several Actions, you can publish them to HelpBar.

And users can access them right away.

The 'Action' title, description, and options to pick an audience option, an icon, or 'Pin' it to a page collection, are common across all Actions. But, depending on the integration it can have specific configuration fields, such as choosing how to display a Typeform survey, or picking between opening a Help Scout chat or help doc.

Once you add Actions to your HelpBar you'll find an Actions content group in your content panel. Here you can manage each Action, adjust its settings, or delete it.

👉 See the full list of Actions (integrations) you can launch from HelpBar.

Allow users to access the pages they recently accessed via HelpBar and help speed their flows in your app.

You can easily enable this by clicking the "Add content" option under Searchable content. Below the different types of content you can add to HelpBar, you can enable the toggle next to "Automatically enable recent pages navigation".

Chameleon will start tracking the pages that users visit and will show a "Recently clicked" section in HelpBar before users begin a search.

In cases of pages from your app, HelpBar will show the title and first header (unless they are the same, in which case only the title will be displayed).

👉 Learn more about the data that Chameleon collects.

To remove content from your HelpBar, you can do so from the Dashboard by clicking any resource you've added.

Or use Chameleon's spreadsheet template to remove multiple items. Specify the resources you'd like to remove and upload your file into the Dashboard.

You can also use the CSV upload template to remove content, by matching the item IDs

Make it easier for users to access your most helpful resources by pinning resources to your HelpBar. They display as soon as users open your HelpBar before they start searching.

There are a few ways you can pin resources; from the Dashboard go to Pinned Content and add in your link.

You can also pin any individual links you add to your HelpBar, or edit existing links that are not pinned.

You can also create Page Collections and determine where your pinned resources should appear, through URL rules. This makes it easier for you to pin your resources across multiple pages, or very specific ones.

From the Pinned Content section in your Dashboard, hit the 'New Page Collection' button to add a collection to your HelpBar. Give it a name and define your URL conditions to tell Chameleon where your pins should appear. You can leverage different matching types to determine where your collection should appear, based on the values you enter:

You can add two URL rules and set if both should apply or any of them for your pins to show in your HelpBar.

With your "Collections" created you can pin new resources to any of them, by clicking the collection you want to update, and hitting the Pin content button. Add your link as usual, including selecting a specific audience that should see it.

To remove any pin, simply find it in the list and click the icon on the right (unpin).

You can also add filters to bring up different resources that show up to specific audiences in a collection.

This is useful to help you stay on top of the most helpful resources that each user group or company should access to be successful with your app. For example, new users will benefit from seeing a getting started video, but that would be mostly noise for more proficient users.

You can edit your "Page Collections" anytime and move pins from one collection to another.

With HelpBar you can enable users to find answers to various questions. Leverage AI to answer any specific questions users may have.

There's no special requirement for you to use this feature and it can greatly enhance your users' experience in your app. Users can open HelpBar and ask any question about your product. Our AI assistant searches your help center content for the right answer and shows it to your users as the top result in the HelpBar.

To start training the AI Assistant head over to the HelpBar configuration in the Dashboard, under Content. In case you haven't added your help center's content yet, you can do it now via the 'Search a website' option. Once your help center is connected you can click the 'Start AI training' button which will take just a few moments.

This process usually takes less than a minute and the AI assistant will be equipped to offer answers to questions on the spot, directly from your knowledge base.

Once trained, you'll be able to sync your content anytime down the road or disable the AI Assistant from your HelpBar.

You can also send the questions and AI answers that users pose (and get) to your Slack channels. This is a good way to ensure more visibility over the questions that users ask in your HelpBar.

👉 Check out how to set up your HelpBar feed for Slack. Once you're set, you'll be able to see the question, answer, what page users were on when they asked the question, as well as useful properties to help you understand who posed the question.

As this feature relies on your content to deliver correct answers to users, here are a few tips to prepare or edit your help documentation, so the AI assistant can leverage it efficiently:

To enable your HelpBar to answer specific, but varied user challenges, you can target your content to distinct audiences. Whenever you add content, you can pick who should see it from:

Or you can easily update the audience of any content Group by editing it and selecting your preferred audience from the dropdown.

Once you add your content it's time to set how users can launch it in your app. You have a few options to pick when enabling users to access your HelpBar. From the Dashboard pick a:

With the click target option, you can define how this element looks and where to place it. You can choose to have:

You'll use the Chameleon Builder to place the widget in your app, pick where your custom image should be displayed, or select an existing element from your app.

Once you select an element you have a few different options to pick when placing your 'Smart Widget' (or custom image) in your app:

If you need to adjust the styling further, you can also apply custom CSS to your 'Smart Widget'.

Before going live with it, you'll also be able to leverage Chameleon's Environments and set where your HelpBar should display. This is especially useful if you want to test it out on a staging domain first.

To test out how your results display for end-users, you can preview HelpBar in the Dashboard and test out a few searches. Look for the Preview button under "Searchable content", "Pinned content", or "Review & Publish". Your HelpBar will open in a new tab where you can test what end-users will see.

You can test your search results, how Actions launch, or even how different Pins appear on different pages. Simply update the URL in the top-right side to see results from a different "Page Collection".

👉 You can keep both the Dashboard configuration tab and the Preview open while adding content. Just switch between the 2 and see your content immediately show up in your HelpBar.

Finally, once you're happy with your configurations and the way results appear go ahead and publish it live in your product.