# Help Doc

### Help Docs Tab

The **Help Docs** tab allows agencies to curate and organize external product documentation in a structured manner for their customers. These documents can include setup instructions, troubleshooting guides, feature explanations, and other reference materials hosted on third-party sites or on the agency’s own knowledge base.

Each set of documents is grouped under a "Collection", enabling agencies to categorize content by topic or use case. These collections are then made accessible to customers through the Help Center within the dashboard, offering a seamless self-service experience. This helps in reducing support dependency, onboarding time, and repetitive queries by providing reliable and readily available support documentation.

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### Benefits of the Help Docs

* Offers centralized access to product-related documentation, improving customer autonomy.
* Helps reduce repetitive support requests by proactively answering common queries.
* Enables agencies to tailor documentation visibility and layout to suit their audience.
* Supports scalable onboarding and product education with minimal operational effort.

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### How to Setup the Help Docs Tab:

**Step 1: Add a Help Docs Collection**

1. Log in to your **Agency Panel** and navigate to **Help Center** under the Configurations section.
2. Click on the **Help Docs** tab.
3. Click the **Add Collection** button to create a new documentation group.
4. Fill out the following fields:
   * **Collection Title** – Enter the name for the documentation group (max 80 characters).
   * **Collection Description** – Write a short summary or description (max 200 characters).
   * **Collection Icon (40x40)** – Upload an icon that visually represents the collection.
   * **Show Cover Image** toggle:
     * **ON** – Allows articles within the collection to show their cover images.
     * **OFF** – Hides all article images in the collection.
   * **Open in New Tab** toggle:
     * **ON** – Article links will open in a new browser tab.
     * **OFF** – Article opens inside the dashboard (recommended).
5. Click **Add Collection** to save the group.

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**Step 2: Add Articles to the Collection**

1. Click on the **name of the collection** to open and manage its contents.
2. Click the **Add Article** button.
3. Fill in the following details:
   * **Article Title** – Title of the article (max 50 characters).
   * **Article Link** – Provide the full URL for the help article.
   * **Article Cover Image (300x180)** – Upload a visual thumbnail (required if "Show Cover Image" is ON).

> You can add up to **10 articles** per collection.

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**Step 3: Manage and Edit Articles**

* **Edit**: Click the **pen icon** next to any article to update the title or link.
* **Delete**: Use the **trash icon** to permanently remove the article.
* **Enable/Disable**: Use the **toggle switch** to control article visibility.
* **Search**: Use the search bar to quickly find articles by title.

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**Step 4: Manage Collections**

* **Edit Collection**: Use the **pen icon** to update collection details.
* **Delete Collection**: Use the **trash icon** to remove the collection entirely.
* **Reorder Collections**: Use drag-and-drop on the left handle to arrange their display order on the customer-facing Help Center.

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**Step 5: Publish Your Changes**

* Changes remain as **drafts** until published.
* Click the **Publish (✓)** button on the top-right to make the updated Help Docs live for end users.

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### FAQ's:

<details>

<summary>What is the Help Docs tab used for?</summary>

The Help Docs tab allows agencies to share external support and documentation resources with their customers in a structured, categorized format. These resources can include tutorials, how-to guides, or knowledge base articles hosted outside the platform.

</details>

<details>

<summary>How many articles can I add in one collection?</summary>

You can add up to 10 articles in a single collection.

</details>

<details>

<summary>Can I show images for each article?</summary>

Yes, but only if the "Show Cover Image" toggle is enabled while creating the collection. Each article must have a 300x180px image uploaded to be displayed.

</details>

<details>

<summary>What kind of links can I include in the articles?</summary>

You can include any valid public URL—such as documentation pages, blog articles, or help desk links. Ensure they are accessible to customers without requiring login.

</details>

<details>

<summary>How do I control whether articles open in the dashboard or a new tab?</summary>

You can use the "Open in New Tab" toggle when creating or editing the collection. When turned ON, articles open in a new browser tab. When OFF, articles open within the dashboard view.

</details>

<details>

<summary>Can customers make changes to the Help Docs?</summary>

No. Customers only have read-only access. All collections and articles are fully controlled by the agency via the Partner Panel.

</details>

Please feel free to reach out to us at <mark style="color:$primary;"><support@botpenguin.com></mark>, in case of any questions or concerns.