Collections

Setting up Knowledge Base

By Jitta

Updated 6 days ago

The Gist Knowledge Base provides your leads and customers with easy and fast access to answers about your products and services and allowing them to find recommended solutions to frequently asked questions.

With Gist, you can manage your self-service content from within your project. Once you're logged in, you'll be able to configure your content's organizational structure as well as create, edit, and rearrange your articles.

In this article, we'll give you a quick overview of the way Gist handles self-service content, and then walk you through creating, editing, and organizing your own.

Step 1: Create your first Collection

Collections are a group of articles within your Help Center. They help you organize your articles so people can browse your help content and find what they want.

Here’s how you can create a new collection:

  1. Go to Knowledge Base area by clicking the Newspaper icon on the main menu within your project 
  2. On the left sidebar, click the New button, right next to the Collection heading 
  3. Give the collection a name 
  4. Pick an icon for your collection from available ones 
  5. Click the Save button to create your new collection.

Step 2: Add your first article

With Gist, it is super easy to create help content and share it with your customers.

Here’s how you can create a new article:

  1. Go to Knowledge Base area by clicking the Newspaper icon on the main menu within your project 
  2. On the right side, click the big New Article button 
  3. Start writing the article 
  4. Once done, give the article an SEO-friendly title and slug 
  5. Pick the collection the article show belong to, from the collection dropdown on the right sidebar 
  6. Click the Save button to create your new article

With the Editor, you can make your article look just as you want. You can add headings, use bold text to highlight important information, add images and videos to show customers how to perform a specific task, use bullet points to create a list.

It is recommended not to worry too much about perfecting your article the first time around but to get it in front of your customers so they can start getting value from it right away. You can always improve it later based on their feedback.

Note: You can unpublish an article to make it disappear from your Knowledge Base. However, all links pointing to this unpublished article will throw a page not found error.

Step 3: Customize your Knowledge Base appearance

In your Knowledge Base Settings, you’ll see lots of customization options to help you decide exactly how your Self Serve center should appear for your customers.

You can choose a color for your Knowledge Base, add your own logo, favicon and header image, pick your brand color, add a custom domain and much more.

Step 4: Setup your own custom domain

When you turn the visibility of your Knowledge Base, your content is by default accessible through convertfox.help domain. Your URL would look like yourcompany.convertfox.help

If you’d like to use your own custom domain, you can use one by setting up the custom domain.

First, you’d need to enter your custom domain in your Knowledge Base settings page, let’s say, support.yourcompany.com

Next, you’d need to login to your DNS provider or Domain registrar account and create a CNAME record that points support.yourcompany.com to youcompany.convertfox.help

Note: DNS changes can sometimes take up to 72 hours to take effect, but are typically much faster.

Please reach out to  support@convertfox.com if you have any questions.

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