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What content can I add to HelpBar?
What content can I add to HelpBar?

Explore the different types of results you can include in your HelpBar

Tiago Mota avatar
Written by Tiago Mota
Updated over 6 months ago

The HelpBar is the latest UX pattern that drives onboarding, reduces support costs, and creates better user experiences. Implement HelpBar in your app to enable users to get more out of your product and find quick answers as they encounter friction.

Depending on your product and users' needs, you can add different resources to ensure they find anything they need. This can be documentation but also user-generated content from your product or your connected integrations. For example, a scheduling modal to book a call or a user's latest project from your app.


Availability & Usage

πŸ” Free & Startup: 20 Content groups

πŸ” Growth & Enterprise: 100 Content groups

βš™οΈ Configure from the Dashboard


What content can I add to HelpBar?

Your HelpBar can hold all the useful resources you're working hard to produce and maintain. Combine these with interactive demos for more dynamic education, as well as 'Pin' your most useful resources that users should see before launching your HelpBar.

As searches get more diverse you can configure your HelpBar to show content that is tailored to users' challenges. Here are a few examples of content that is product or user-specific and you can add to your HelpBar:

  • individual or shared projects

  • latest purchase/order they made in your app

  • their saved notes or personal activity

  • navigation to the help, or profile section

Users can search and navigate to these right away!

Searchable content

This is any content that Chameleon can search for and find on its own, such as your knowledge base content, developer base, or blog articles. This content lives outside of Chameleon and can be public or private.

Public vs. Private searches

HelpBar works with both public (accessible by anyone) and private (user needs to log in to access) knowledge bases.

With public searches, we use Bing search to identify your content and show it to users. So the results are going to match what you see if you search in Bing. With private searches, we index all the content from your private help center and run our internal search to show results.

β„Ή To switch to a Private search you have to authenticate Chameleon to search your documentation. We'll use the API key you add to the integration page in your Dashboard to search your help center and then show results in your HelpBar. We currently integrate with Zendesk, Intercom, Help Scout, ReadMe, Document360, and GitBook.

You can learn more about the way we search your knowledge base via API from their documentation:

Please note that with private searches, the results in HelpBar can differ from what you have in your help center. One reason for this is having article tags (which HelpBar doesn't have access to and so, won't account for when defining results). Another reason can be the different code/logic that HelpBar has compared to your solution (e.g. Zendesk) which can cause results to vary.

πŸ‘‰ See the steps of adding content to your HelpBar from the Dashboard.

Individual links

This content is specific to your product and you send it to Chameleon. It can be user-generated content, or specific product pages, such as a user's project within your app, the most recent purchase, and any custom link you want to add.

You have different options to add individual links:

  • via a file you upload

  • single-link configuration

  • via our API

Any link(s) you add will be available in your HelpBar for users to access and use for a smoother experience in your app.

πŸ‘‰ Learn more about leveraging our API to add custom content to HelpBar

Walkthroughs

πŸ‘€ You'll soon be able to launch your Chameleon Walkthroughs from the HelpBar to enable users to learn more.

Meanwhile, you can add them as individual links πŸ‘‡

Actions

You can launch your connected integrations from the HelpBar and allow users to book a call, see a prototype, or peruse specific documentation in a modal inside your app. Enable your integrations first, and add them as 'Actions' in your HelpBar.

Navigation to recent pages

HelpBar collects information about the pages your users visit in your app and can show to end-users a section with "Recently visited pages". This enables users to navigate your app more easily, based on their specific needs.

You can enable navigation to recent pages by toggling on this option when adding content to your HelpBar.


How is the HelpBar showing my content?

The HelpBar combines your content into groups to better mark expectations for users and help them navigate your content more easily. If you have multiple content groups, you can update the order in which they show to end-users in your HelpBar, from your Dashboard.

For example, in this image from our own HelpBar, our "Templates" are specific to Chameleon, and we also added our Help Docs that fall under searchable content and appear under the same topic but in a different group.

πŸ‘‰ Explore how to set 'Pinned Content' -- resources that show up when the HelpBar is launched before users perform searches.

β„Ή If you have multiple "Content Groups", HelpBar will display the top 3 results in each group, but users can click to 'see more results'.

Content Groups

Whenever you add individual content to your HelpBar, you'll be able to pick a content group to add it to. This helps you control what content you show to different users through the HelpBar. You can pick from the dropdown from existing Groups, or create a new one on the spot.

You'll go on to add your content and configure how this appears in the HelpBar and who should see it. Once you publish your content to the HelpBar, your Group will appear in the Dashboard, where you can:

  • update or remove the links you've added to the group

  • update the group icon

  • reorder your Content Groups

  • remove Content Groups

β„Ή In the case of help centers, you'll be working with edits for the entire content group -- help documentation. But in the case of individual links, you can update individual settings, such as icon or audience, or choose to leverage the group icon.

πŸ‘‰ See how to pick different audiences for your HelpBar content.

For each Group, you'll have the option to update the Title, icon, or position in your HelpBar.

Changing the order of "Search results"

You can define the order in which content will be shown in your HelpBar. This means that end-users will see results from different sources based on the order that you set in the Dashboard.

To change the order, head over to "Searchable content" and select a Content Group (e.g. your help center); you can then use the arrow icon to reorder your groups.

β„Ή Reordering Content Groups will reflect immediately in your HelpBar.

β„Ή You have the same icon and reordering option for your "Pinned Content", but this has no impact on the end-user experience in the HelpBar; it will reflect in your Dashboard alone.

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