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How can I integrate HelpBar with my product?
How can I integrate HelpBar with my product?

Learn how to integrate HelpBar into your app and how to introduce it to users

Sonia Schiau avatar
Written by Sonia Schiau
Updated this week

With HelpBar, each piece of content that you've worked hard to create can be easily accessed by your users in your product. This is powerful to speed up onboarding and reduce support costs. All while enabling users to be faster, happier, and more successful.

HelpBar is an efficient UX pattern that drives onboarding and makes user journeys more dynamic because it leverages your unique product content and fits natively into your app. It creates a more immersive experience as it ties together help resources, user-generated content, and even your other tools in your stack.

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!

To create an even better user experience, leverage your integrations (e.g. Calendly, Figma, HubSpot, etc) to help users get the best out of your product. You can add these to your HelpBar so users can access self-serve guidance or provide more insight, at their convenience.

Combine resources and think through the different audiences that your want to enable. You can configure results for each, based on needs and preferences. You know better what users need to be successful with your product πŸ™‚

The HelpBar is the latest UX pattern that integrates smoothly into your product and users can launch in different ways. It's all up to your product and how users can benefit more from using it. And there are a few ways you can implement HelpBar, even if you don't have dedicated space in your app right away.

The easiest way to start using the HelpBar is to add your help center and publish it on your staging environment. This process usually takes a few minutes and you can use the keyboard trigger to launch it and test out results and even the AI answers.

Try adding different integration Extensions and setting those to specific audiences, such as an option to chat for new users. Once you're happy with your configuration you can introduce it to users.

If you already have a live Chameleon Launcher, HelpBar will be a powerful addition to your self-serve guidance. Add your help center and allow users to get quick answers from the same place they've been used to accessing to find help.

πŸ‘‰ Enable AI Answers too so users can ask questions and get summaries from your entire documentation. This is especially helpful for new users who have to understand your app's structure and terms.

HelpBar is a new UX pattern that enables you to leverage your user-generated content and allows app navigation from a single place. This impacts users' speed and efficiency in your product, by enabling them to access specific pages or content (e.g. latest team projects) that may be inside other menus or subpages.

You can start implementing this in your product and invite power users to test out the shortcuts, or quick paths you add. Add your content to HelpBar, enable the keyboard shortcut Trigger, or leverage our API to launch HelpBar, and share it with select users.

This enables you to gather feedback from users while implementing HelpBar for your entire user base. And ensuring ensure all results match user expectations.

✨ This is especially useful if you don't immediately have space to place an extra widget in your app or if that takes longer to implement. This is a good way to ensure all results match user expectations.

Part of excellent user enablement is adding your content to your Helpbar. The other part is enabling them to access it at key moments in their journeys. With HelpBar being an already familiar pattern in many other tools, a good introduction is all users need to know how they can find answers in your app.

There are different ways you can enable users to use your HelpBar:

You can introduce HelpBar to users as the go-to place for answers in your emails.

This is great for teaching new users how to find help in your app and can have a big impact on your onboarding by reducing the occasional blockers self-serve users may encounter.

πŸ‘‰ The combination of quick answers summarized by AI with all documentation available, is a powerful way to drive users to accomplish their goals.

You can also announce it to users through your help documentation, and guide them to use HelpBar to learn more or get help. This can be especially beneficial and reassuring to new users who may often have questions about specific functionalities or terms. Give them a go-to place for all questions blockers.

If you already leverage in-app modals to teach users about your product's functionality, you can use a welcome modal to introduce HelpBar at any moment in their journey.

✨ The Tour above points users to the UI element that launches the HelpBar, but with your Chameleon Tours you can also leverage button 'Actions' to allow users to open and test your HelpBar right away.

These are just a few of the most popular ways you can enable a seamless introduction to HelpBar, at key moments in the user journey. But you can just as easily leverage a chatbot auto-reply to direct users to HelpBar for summarized answers. Or make it a central part of CSM conversations when enabling your customers. This way, your team can focus on driving higher value and you make space for more sophisticated enablement.

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