Home Page Setup
This page provides a detailed walkthrough of the Home Page Setup configuration process.
What is "Home Page Setup"?
The Home Page Setup tab allows agencies to design and control the content layout that appears on the main dashboard of their customers. It serves as the front-facing section of the Help Center, where customers can see helpful resources grouped into collections.
Each collection can include links to documents, guides, or videos, along with icons and optional cover images. This section gives agencies full flexibility to organize onboarding or support materials in a structured, visually appealing format—ensuring that key information is easy for customers to find and access.
Benefits of Having Help Content on the Dashboard
Placing help content directly on the customer dashboard creates a seamless support experience. It ensures that users can access relevant resources exactly when and where they need them—without navigating away from the platform.
Improved User Onboarding: Customers can discover guides, documents, and tutorials the moment they log in—reducing confusion during initial setup.
Increased Feature Adoption: Highlight specific tools or workflows with dedicated help sections, encouraging users to explore and use the platform more effectively.
Reduced Support Dependency: By providing immediate answers within the dashboard, agencies can lower the volume of basic support queries.
Higher Engagement and Retention: When help is accessible and proactive, customers are more likely to stay engaged and continue using the platform.
Professional, Self-Service Experience: A structured, visually rich Help Center reflects positively on the agency’s brand and gives customers the tools to succeed independently.
Setting up Help Page Setup:
Go to your Agency Panel, and log in
Click on the "Help Center" under Configurations
Step 1: Add a Collection
Click on the “Add Collection” button to start creating a new collection.
Fill in the following mandatory details:
Collection Title – The main heading visible to the customer (max 50 characters).
Collection Description – A short description displayed under the title (max 120 characters).
Collection Icon – Upload an icon (recommended size: 40x40px).
Show Cover Image Toggle – If enabled, you can upload cover images for each item in the collection.
Click the “Add Collection” button once all fields are completed.
Step 2: Add Items Inside the Collection
Click on the collection name to view and manage the items inside.
Click on the “Add Item” button.
Enter the following details:
Item Title – The name of the resource (max 50 characters).
Item Link – A valid URL pointing to a document, video, webpage, or resource.
Click “Add Item” to save it to the collection.
Repeat this step to add multiple items under the same collection (recommended: 4 per collection).
Step 3: Manage Existing Collections
Once collections and items are created, you can manage them as follows:
Edit Collection – Use the pen icon to update the title, description, icon, or toggle.
Delete Collection – Use the trash icon to remove an entire collection.
View Items – Click on a collection name to see and manage its items.
Search – Use the search bar to quickly locate collections or items.
Reorder Collections – Drag and drop using the left-side handle to define the order in which collections appear on the customer dashboard.
Step 4: Publish Your Changes
All changes remain in draft mode until explicitly published.
To push the updates live on the customer dashboard, click the Publish (✓) icon located on the top-right corner of the interface.
Once published, customers will see the updated structure and content in their Help Center dashboard view.
To add social media icons, go the the Social Media Page!
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