Help Center

The Help Center lets you create a public-facing knowledge base — a self-service portal where customers can find answers without contacting your team.

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What is a Portal?

A portal is your branded help center website. Once created, customers visit it to search and read articles organized into categories.

To create your first portal:

1. Go to Help Center
2. Click + Create Portal
3. Enter a name, slug (URL path), and color
4. Click Finish

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Articles

Articles are the individual help pages inside your portal. Each article has:

• A title and body (rich text with formatting, images, and links)
• A category it belongs to
• A status: Draft, Published, or Archived
• An author

To create an article:

1. Go to Help Center → Articles
2. Click New Article
3. Write your content
4. Assign it to a category
5. Click Publish when ready

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Categories

Categories organize your articles into logical groups — for example:

• Getting Started
• Billing & Payments
• Technical Support
• Account Management

To create a category:

1. Go to Help Center → Categories
2. Click New Category
3. Enter the category name
4. Click Save

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Locales

If your customers speak multiple languages, you can add locales to publish articles in different languages. Each locale maintains its own set of articles.

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Settings

Customize how your portal looks:

• Portal name and logo
• Custom domain (point your own subdomain to the help center)
• Color theme

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Tip: Connect your Help Center to Captain AI so Captain can use your published articles to answer customer questions automatically.