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Dynamic Help CenterπŸ”¨ Tutorial- Create your first site and homepage

Dynamic Help Center

πŸ”¨ Tutorial- Create your first site and homepage

In order to create your new Help Center, you will first be required to create a site.

To create and manage a site, you will require access to the 'Touchpoints' section in the settings menu. This requires the admin permission set.

Once you have created your site, you can then use a Page Node directly on the canvas to create your homepage and control the content that can be accessed by your site.

An example of a homepage is help.mavenoid.com.

Ready to get started? Follow the guide below:

1

Access the settings panel and select 'Touchpoints'

2

Select 'Add Touchpoint' and select touchpoint type 'Site'

3

Give your site a name

(This for your internal reference only and will not be shown to end users)

4

Select 'Create Touchpoint'.

You have now created your site!

Now your site has been created, you have access to your site's touchpoint settings which can be accessed via the 'Touchpoints' menu option at any time. Here, you can manage overarching customizability options, connect your custom domain, manage redirects and much more!

5

Create Entry Flow & add Page Node

Now you have created your site, you can create a homepage using the Page Node on the canvas.

To specify the starting point for your homepage, you will be required to choose an entry flow. An entry flow will be where you will specify the content you want your end users to navigate to.

If you already have an entry point set up for your widget assistant, you may wish to use this existing flow or build a separate entry flow for your Help Center.

Once you have created or selected your entry point, you can now add the Page Node.

To add the page node, Right click on the canvas β†’ Advanced β†’ Page.

6

Add Page Node URL

When you add the Page Node to the canvas, the edit panel will appear on the right hand side.

The edit panel allows you to add and edit the Title, Description, Meta title & description, Hero image and the page URL.

You will be required to add a URL to your page in order for it to be accessed.

To do so, first select your site from the drop-down menu and navigate to the URL section.

Click '+ Add URL'.

When creating a homepage the URL slug will be β€˜/’. For your first page, you will be prompted to create a homepage.

Select 'Create Homepage'.

7

Modify Page Node & preview changes

With the edit panel open, you can modify the appearance of the Page.

Displayed Title
The title displayed on your page, visible to the end user.

Displayed Description
The page description, visible to the end user.

Hero Image
The main image of your page, visible to the end user. You can choose to upload a new image or utilize an existing asset. If adding a new image, don’t forget to add an alt tag for accessibility. Recommended size 1920 x480

To preview changes, simply select the preview icon.

To preview changes for desktop, mobile or tablet, select 'Preview assistant website'. This will take you to a preview URL.

8

Connect content

With the Page Node configured, we can now connect it to your desired content created within the entry flow.

For pages, you can connect multiple choice lists or message nodes in order to create categories for your end users to navigate to.

Preview your changes as you go to ensure that you're happy with the navigation experience.

9

Publish your changes. Your site and homepage are LIVE!

By hitting publish, your homepage URL becomes available to accessed and indexed.

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