Resource Center Help - Integrating KB sources

Overview

With Userpilot’s knowledge base integration, you can provide users with contextual help directly within your application, allowing them to find your knowledge base articles and solutions without leaving your product. When users search for specific terms, Userpilot will display relevant search results based on keyword matches from your connected knowledge base. Selecting a module will then redirect users to the respective KB page, making it easier to access helpful information promptly.

Common Use Cases

• Automated Integration of Knowledge Base Articles: Integrating a large number of articles from your knowledge base into Userpilot reduces the manual effort of adding each link individually in the Resource Center modules.
• Encouraging Self-Service: Providing users with easily accessible links to support articles enables them to find answers on their own, reducing the number of support tickets and allowing your team to focus on more complex inquiries.
• Proactive User Education: Allowing users to search for specific terms and topics they need further help with promotes proactive learning.

Supported Integrations

Userpilot’s knowledge base integration supports various platforms including:

• HubSpot: Link to articles from your HubSpot knowledge base.
• Zendesk: Display articles stored in Zendesk.
• Salesforce: Provide access to Salesforce knowledge base content.
• Freshdesk: Integrate articles from Freshdesk.
• Document360: Access and display knowledge base articles stored in Document360.
• Intercom: Integrate articles from your Intercom help center.
• Other Domains Indexed by Google: Userpilot can search for articles on any domain indexed by Google, allowing keyword-based access to additional knowledge bases.

Setting up the Integration

To integrate your knowledge base with Userpilot:

1. Go to the Help section in the Resource Center.
2. Account Connection:
   • For HubSpot, Zendesk, Salesforce, Freshdesk, Document360, and Intercom knowledge bases, you need to connect your account to set up the integration.
   • For Google-indexed domains, you can simply paste the URL of your knowledge base domain (e.g., https://docs.userpilot.com) into Userpilot, and the integration will work as expected.
3. Enable Search Functionality to allow users to enter keywords and find relevant articles.

Finally, test the integration by performing sample searches and checking the search results to confirm they redirect users as intended.