Helpjuice Knowledge Base

Overview: Accessibility

Published May 20th, 2020 by Amanda Helpjuice

This article explains the different content accessibility levels in Helpjuice: Public, Internal, and Private. Understanding these options helps you control who can view your articles and categories. In this article, you’ll learn: What each accessibility level means How to set accessibility levels for categories and articles Best practices for using

How to Set Email Notifications

Published May 20th, 2020 by Amanda Helpjuice

Managing your email notification preferences in Helpjuice ensures you stay informed about key updates in your knowledge base. This guide provides step-by-step instructions to help you customize your email notifications. In this article, you’ll learn: How to set your email notification preferences Available notification options Role-based notificatio

Understanding the Scope of Customization Requests

Published June 3rd, 2024 by Amanda Helpjuice

Unlock the Power of Customization with Helpjuice Imagine a Knowledge Base that perfectly aligns with your brand identity and meets all your unique needs. With Helpjuice, this vision becomes a reality! Our Customization Support and Tools offer limitless options, from simple tweaks like updating your logo to complete, complex redesigns. Our Expert Cus

Analytics - Categories Tab

Published May 20th, 2020 by Amanda Helpjuice

The Categories Tab in Helpjuice Analytics gives you insights into how each category of your knowledge base is performing. This helps you understand which areas of content are engaging users and which may need improvement. In this article, you’ll learn: What each metric means (views, avg. time on page, found answer, bounced, feedback) How to interpre

Expert Customization Pricing

Published July 18th, 2024 by Amanda Helpjuice

What You Should Know Before We Start A wide range of Customizations can be implemented using our new friendly UI, designed for you to be able to modify several sections of your Knowlege Base without having to touch the code. The Customize Area also includes a Code section, which your team can fully adjust. They are both free and fully accessible by

How To Share Internal Categories with External Users

Published May 20th, 2020 by Amanda Helpjuice

This article explains how to share internal categories with external users who don't have login credentials by using the "URL Only" feature. In this article, you’ll learn: What a URL Only category is How to create a URL Only category Important considerations when using this feature What Is a URL Only Category? A URL Only Category is a category in y

How To Display Articles In Multiple Categories

Published May 20th, 2020 by Amanda Helpjuice

Helpjuice allows you to display a single article across multiple categories using the Also Display In feature. This ensures users can find relevant information in different sections of your knowledge base - without needing to duplicate articles. In this article, you’ll learn: How to display an article in multiple categories How to view articles ass

How to Set Up User Roles

Published May 20th, 2020 by Amanda Helpjuice

User roles in Helpjuice determine what your team members can see and do within your Knowledge Base. Setting them up properly ensures that your content is secure, well-managed, and easy to maintain. In this article, you’ll learn: The four default roles and what they mean How to create a new custom role How to edit or delete a role How to assign roles

Troubleshooting Broken Images

Published May 20th, 2020 by Amanda Helpjuice

Broken images often occur when content is copied from external websites or inserted from unreliable sources. This guide explains why images may break and how to prevent it, so your articles remain visually complete and professional. In this article, you’ll learn: Why images appear broken in Helpjuice How Helpjuice serves and stores images How to pro

Overview: Table of Contents

Published July 21st, 2020 by Amanda Helpjuice

A Table of Contents (ToC) provides readers with a structured overview of an article's sections, enabling easy navigation to specific topics. In Helpjuice, the ToC is automatically generated based on the headings within your article. This feature enhances user experience by allowing readers to quickly find and access the information they need. In thi

How to Customize Language-Specific Files

Published February 24th, 2025 by Amanda Helpjuice

When managing a multilingual knowledge base, understanding how template customizations apply across different language versions is crucial. Not all modifications impact every language equally. Templates in a knowledge base management system are typically divided into two primary categories: Global Templates: These are universal settings that apply a

How To Update Category Icons

Published May 20th, 2020 by Amanda Helpjuice

Adding icons to categories improves navigation and gives your knowledge base a more polished look. In Helpjuice, you can use the Icon Picker or upload a custom icon for a tailored experience. In this article, you’ll learn: How to add or change category icons Recommended format and size for custom icons How to troubleshoot issues when icons don’t dis

How to Track and Analyze Swifty AI Interactions

Published September 30th, 2025 by Amanda Helpjuice

Swifty AI’s Insights dashboard helps you understand how users interact with your knowledge base through search and chat. By reviewing resolved and unresolved interactions, you can identify gaps, optimize your content, and improve your customers’ experience. In this article, you’ll learn: How to access Swifty AI Insights The difference between search

How To Use Your Knowledge Base Behind A Login Wall

Published May 20th, 2020 by Amanda Helpjuice

This article explains how to restrict access to your Helpjuice Knowledge Base by placing it behind a login wall. Once enabled, only logged-in users can view your content, ensuring that sensitive information remains secure. In this article, you’ll learn: How to enable internal-only access How to customize the login page How to embed your Knowledge B

How To Move Articles Between Columns in the Article Planner

Published May 20th, 2020 by Amanda Helpjuice

Helpjuice’s Article Planner lets you move articles between workflow stages efficiently. Sending articles to the Articles in Review column ensures your team can review content before publishing, keeping your knowledge base accurate and up-to-date. In this article, you’ll learn: How to move articles to the Articles in Review column Which roles can mov

Getting Your Content and Design Requests Right

Published August 13th, 2025 by Amanda Helpjuice

When requesting a customization or migration, it’s important to know what’s covered in our scope and what steps you’ll need to take on your end. This guide will walk you through the types of changes we can handle, what falls outside our scope, and the actions you’ll need to complete to ensure a smooth and efficient process. What You Need to Do Some

How to Reset Your Password

Published May 20th, 2020 by Amanda Helpjuice

If you've forgotten your Helpjuice password or want to change it for security reasons, this guide provides step-by-step instructions to reset your password and regain access to your account. In this article, you’ll learn: How to reset your password from the login page How to reset your password from your account settings Best practices for creating

Accessible Only Via Encrypted URL

Published May 20th, 2020 by Amanda Helpjuice

You may want to keep your knowledge base private and only share it with specific people. In these cases, Helpjuice allows you to make your knowledge base accessible only via an encrypted URL. This ensures that your content stays hidden from the public and can only be viewed by those who have the secure link. In this article, you’ll learn: How to ena

Markdown and WYSIWYG Editor Types

Published May 20th, 2020 by Amanda Helpjuice

Helpjuice gives you two ways to edit articles: Markdown and WYSIWYG editors. You can select which one to use, and the choice applies everyone in your Knowledge Base. In this article, you’ll learn: What the Markdown editor is and when it’s useful What the WYSIWYG editor offers How to switch between them Things to consider before choosing an editor ty

Auto-Publish And Expiration Dates

Published May 20th, 2020 by Amanda Helpjuice

You can schedule Auto-Publish dates for your articles and also set when you want to Unpublish them. Please note that when an Auto-Publish/Expiration Date is set for an article, it will be published/expired at 00:00:00 UTC +00:00 of that selected day. Auto-Publish Dates Click New Article or edit an existing article Click on the drop-down menu next t

Article Versions And Revisions

Published May 20th, 2020 by Amanda Helpjuice

In Helpjuice, Versions and Revisions help you track changes in your articles over time. Versions allow you to manage major changes or separate variations of an article, while Revisions capture each saved change within a version. This article explains how these features work, how to use them effectively, and how to restore previous states. In this ar

How to Export Your Helpjuice Data and Articles

Published May 20th, 2020 by Amanda Helpjuice

Exporting data from Helpjuice is flexible - whether you want a complete backup of your entire knowledge base, or just a specific article or category in PDF, DOCX, or HTML. This guide covers all available export options, how to customize your exports, and important details to keep in mind. In this article, you’ll learn: How to export all of your Help

How to Set and Manage Languages in Your Knowledge Base

Published September 22nd, 2025 by Amanda Helpjuice

This article explains how Helpjuice supports multilingual knowledge bases and content localization. You’ll learn: What the default language is and how it affects your knowledge base How to add and manage multiple languages How to create and link translations How to use automatic and manual translations How to provide a seamless experience for users

Project proposal

Published July 21st, 2025 by Amanda Helpjuice

Your Company 123 Your Street Your City, ST 12345 (123) 456-7890 Project Name 4th September 20XX OVERVIEW Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper. GOALS 1.

Overview: Article Editor Features

Published May 20th, 2020 by Amanda Helpjuice

The Helpjuice article editor offers a powerful set of features designed to help you write, format, and publish content that’s clear, engaging, and easy to navigate. This article walks you through the editor’s core capabilities so you can fully leverage its functionality. In this article, you’ll learn: What formatting tools are available (text, headi

Basic Customization

Published May 20th, 2020 by Amanda Helpjuice

Some basic changes don't require code customization and they can be found on the Basic tab. If you need any help with the code, do not hesitate to Request Expert Customization

Sign Out Behavior

Published May 20th, 2020 by Amanda Helpjuice

You can control what users see once they sign out of your Helpjuice knowledge base. This helps you manage the user experience after their session ends. In this article, you’ll learn: How to access the Sign Out Behavior settings What happens when you adjust the behavior Best practices for configuring sign out behavior How to Update the Sign Out Behav

How To Install Helpjuice

Published October 21st, 2020 by Amanda Helpjuice

Getting Helpjuice set up on your site is quick and seamless - just a few lines of code and you’ll have your knowledge base live for users or internal audiences. Whether your site is a traditional multi-page app or a single-page JavaScript app, this guide takes you through embedding, routing considerations, and troubleshooting common issues so your c

How to Import Users

Published May 20th, 2020 by Amanda Helpjuice

Importing users in bulk can save significant time, especially when onboarding large teams. This guide walks you through the process of importing users into your Helpjuice account efficiently. In this article, you'll learn: How to prepare your CSV file for user import How to import users from a CSV file How to assign user roles and groups during impo

How To Import Content into Helpjuice

Published May 20th, 2020 by Amanda Helpjuice

Whether you're migrating from another platform or just want to bulk-upload existing articles, importing content into Helpjuice lets you quickly build or expand your knowledge base. This guide walks you through all the options for importing - from spreadsheet formats to language-based transfers - so you can bring your content in cleanly, accurately,

How to Use the Helpjuice Chrome Extension

Published September 30th, 2025 by Amanda Helpjuice

The Helpjuice Chrome Extension allows you to quickly access your knowledge base from anywhere in your browser. You can search for articles, insert content inline, create new articles using AI, and even convert emails or tickets into KB articles. This extension is designed to streamline your workflow and make it easier to keep your knowledge base up

How to Embed Files into Articles

Published February 15th, 2024 by Amanda Helpjuice

Embedding external content into your Helpjuice articles allows you to enrich your help content with dynamic material. You can show content hosted elsewhere without forcing users to leave your knowledge base. This guide explains how to embed content safely and effectively using the current editor. In this article, you’ll learn: What kinds of content

How to Integrate Helpjuice with Salesforce

Published March 14th, 2022 by Amanda Helpjuice

Helpjuice provides an integration with Salesforce to bring knowledge base articles directly into your support environment. This guide walks you through connecting Helpjuice to Salesforce, setting up Visualforce pages, testing the integration, and ensuring smooth operation without affecting live data. In this article, you’ll learn: Overview of the He

How To Track User Activity

Published May 20th, 2020 by Amanda Helpjuice

Monitoring user activities within your Helpjuice Knowledge Base is essential for maintaining content integrity, ensuring accountability, and optimizing user engagement. This guide provides step-by-step instructions on how to track and analyze user activities effectively. In this article, you'll learn: How to access the Activities section How to filt

How to Create Internal Sections in Articles

Published May 20th, 2020 by Amanda Helpjuice

Helpjuice allows you to create internal sections within public articles using Internal Blocks. These blocks enable you to display content to specific users or groups, ensuring that sensitive or internal information is appropriately restricted. By utilizing internal sections, you can maintain a clean and organized public-facing article while providin

How To Update Your Personal Information

Published May 20th, 2020 by Amanda Helpjuice

Keeping your personal information up to date is essential for staying connected and ensuring a smooth experience. In Helpjuice, you can easily update your name, email address, and profile avatar. In this article, you’ll learn: How to update your name and email address How to change your profile avatar Best practices for maintaining accurate personal

Contact Form Emails

Published May 20th, 2020 by Amanda Helpjuice

Helpjuice provides a customizable "Contact Us" form for your knowledge base. By default, submissions are sent to the account owner's email. However, you can change the recipient email address to ensure inquiries reach the appropriate team member. In this article, you’ll learn: How to change the email recipient for contact form submissions How to cus

How To Create User Groups

Published May 20th, 2020 by Amanda Helpjuice

This article explains how to create and manage user groups in Helpjuice. User groups help organize users and control access to content, making it easier to manage permissions and collaboration. In this article, you’ll learn: How to create new user groups How to assign users to groups How to manage content access with user groups Creating New User G

Creating & Editing Article Templates

Published May 20th, 2020 by Amanda Helpjuice

Templates in Helpjuice let you standardize the look and feel of your knowledge base articles. Instead of formatting each article from scratch, you can rely on templates to maintain brand consistency, improve efficiency, and ensure your documentation always looks polished and professional. In this article, you’ll learn: What article templates are and

How to Create a Glossary

Published May 20th, 2020 by Amanda Helpjuice

Creating a glossary in Helpjuice allows you to define important terms and provide users with instant, on-hover explanations. This helps improve clarity and ensures that users can understand the language used in your Knowledge Base without needing to leave the page. In this article, you’ll learn: How to create and define terms in your glossary How to

How Article Commenting Works

Published May 20th, 2020 by Amanda Helpjuice

Article commenting in Helpjuice allows you to leave comments on specific portions of an article’s content to give feedback, suggest changes, and collaborate more effectively. It improves content quality by making it easy for authors, reviewers, and collaborators to communicate directly in context. In this article, you’ll learn: How to add a comment

Accessible Only Via JavaScript

Published May 20th, 2020 by Amanda Helpjuice

When you want your Helpjuice Knowledge Base to be used only within your own application or site, the “Accessible Only Via JavaScript” setting provides that control. Enabling this ensures that the KB isn’t accessible directly via your Helpjuice subdomain. In this article, you’ll learn: What “Accessible Only Via JavaScript” means How to enable it What

How To Create, Publish and Unpublish Articles

Published May 20th, 2020 by Amanda Helpjuice

Articles in Helpjuice are the core way to organize and share knowledge. You can create new content, keep it in draft until ready, publish it for your users, or unpublish it later if needed. In this article, you’ll learn: How to create a new article How draft articles work How to publish a draft How to unpublish an article Troubleshooting publishing

Sign In Behavior

Published May 20th, 2020 by Amanda Helpjuice

You can configure what users see right after signing in—whether it's the Dashboard, Support Home, or something role-specific. This ensures the experience is tailored to user access levels and streamlines navigation. In this article, you’ll learn: How to update the Sign In Behavior settings What each behavior option does (Dashboard, Support Home, etc

How To Archive And Unarchive Content

Published May 20th, 2020 by Amanda Helpjuice

Archiving in Helpjuice allows you to hide content from users without permanently deleting it. This feature is especially useful for maintaining a clean knowledge base while keeping outdated or unused content accessible for future reference. Unarchiving restores the content to active status, making it visible again to users. In this article, you’ll l

How To Submit Customization Requests

Published May 20th, 2020 by Amanda Helpjuice

Your knowledge base is highly customizable and our Customization Team is here to help you, so you don't even have to worry about the code! In order to request help from the Customization Team: Open your Dashboard Click on the Customize icon Click on Request Expert Customization If you already have the Visual Editor, your view will be a little bit di

What Are Categories in Helpjuice?

Published May 20th, 2020 by Amanda Helpjuice

Categories in Helpjuice allow you to organize your content into clear sections, making it easier for users to navigate, find related topics, and get the answers they need. In this article, you’ll learn: Why categories are important for your knowledge base How categories improve navigation and user experience A simple example of how categories struct

Analytics - Users/Groups Tab

Published May 20th, 2020 by Amanda Helpjuice

The Users & Groups Tab in Helpjuice Analytics helps you understand how individual users and user groups interact with your knowledge base. By reviewing these insights, you can identify which groups are most active, what content they access, and where there may be gaps in usage. In this article, you’ll learn: How to access the Users & Groups

How to Move Categories or Articles to a Different Folder

Published May 20th, 2020 by Amanda Helpjuice

Sometimes you’ll need to move categories or articles to another folder for better organization. Helpjuice makes this process simple whether you’re working from the dashboard or within the editor. In this article, you’ll learn: How to move content from the Dashboard How to reassign categories and articles in the Editor Troubleshooting common issues w

How to Create Categories and Subcategories

Published May 20th, 2020 by Amanda Helpjuice

Categories and subcategories in Helpjuice help you keep your knowledge base clean, structured, and easy to navigate. By grouping content logically, your readers can quickly find what they need without scrolling through endless articles. In this article, you’ll learn: Different ways to create categories in Helpjuice How to add subcategories for furth

How to Restore Deleted Content and Backups

Published May 20th, 2020 by Amanda Helpjuice

When content is removed or you need to roll back large changes, Helpjuice gives you two recovery options: restore individual deleted items from the Activities area, or restore a full Knowledge Base snapshot from a Backup. This article explains both methods, how they differ, and when to use each so you can recover content quickly and safely. In this

Swifty AI Helpbar Overview

Published August 2nd, 2024 by Amanda Helpjuice

The Swifty AI Helpbar combines the power of the Swifty AI Chatbot with your Knowledge Base’s search bar. It lets users quickly search your KB without leaving your app or website, providing fast, accurate, and context-aware answers. In this article, you’ll learn: What the AI Helpbar is and its main benefits How to customize the search field, colors,

How to Upload Your Custom SSL Certificate

Published May 20th, 2020 by Amanda Helpjuice

Helpjuice allows you to upload your own SSL certificate for your custom domain, providing enhanced security and control over your knowledge base's encryption. This guide will walk you through the process of uploading your certificate and troubleshooting common issues. In this article, you’ll learn: How to upload your custom SSL certificate How to tr

How To Restore Design Changes

Published May 20th, 2020 by Amanda Helpjuice

Changing the theme will override all your custom code in the Customize area for all languages. So, if you have a customized code, all changes will be undone. If you've switched themes and need to undo the changes, simply go to the Revisions section and restore the changes for each file. The following files are overriden when you change themes: Main

Resolving the "Your Account is Locked" Issue

Published October 17th, 2025 by Amanda Helpjuice

If you see the message "Your account is locked", it means your account was temporarily locked due to multiple incorrect password attempts. This article explains how to regain access quickly and securely. In this article, you’ll learn: Why your account gets locked How to unlock your account automatically How to unlock your account immediately What to

What Is A Knowledge Base?

Published May 20th, 2020 by Amanda Helpjuice

Knowledge Base (KB) is a centralized repository where information is stored, organized, and shared. It helps both customers and employees quickly access the answers they need - improving efficiency, reducing support requests, and empowering users with self-service. In this article, you’ll learn: What a Knowledge Base is and how it works The differen

How To Index Article Attachments In Searches

Published May 20th, 2020 by Amanda Helpjuice

Helpjuice allows you to extend search functionality within your knowledge base by indexing not only the article's title, subtitle, text, and keywords, but also the content of attached PDF files. By enabling this feature, users will be able to find relevant information within the text of attached PDFs when performing searches in your knowledge base.

Swifty AI Chatbot Overview

Published August 2nd, 2024 by Amanda Helpjuice

The Swifty AI Chatbot is a powerful tool designed to help your users find answers instantly by leveraging the content in your Knowledge Base. It improves customer experience, reduces support workload, and keeps your brand consistent across platforms. In this article, you’ll learn: What Swifty AI Chatbot is and its key benefits How to customize chatb

Analytics - Articles Tab

Published May 20th, 2020 by Amanda Helpjuice

The Articles Tab in Helpjuice Analytics gives you detailed insights into how each article in your knowledge base is performing. You can see which content users find helpful, which may need improvement, and how your Helpjuice articles contribute to user engagement. In this article, you’ll learn: What metrics the Articles Tab displays How to access an

How To Automatically Assign Users To Groups

Published June 30th, 2020 by Amanda Helpjuice

This article explains how to use Smart Groups in Helpjuice to automatically assign users to groups based on their email domain. In this article, you’ll learn: What Smart Groups are and how they work How to create Smart Groups How Smart Groups affect existing and new users How to assign roles/groups during CSV import Overview Smart Groups let you as

How To Share Access Between Accounts

Published May 20th, 2020 by Amanda Helpjuice

Managing multiple accounts can be challenging. Helpjuice allows you to connect different accounts so users can easily switch between organizations and manage knowledge bases efficiently. In this article, you’ll learn: What account sharing is and how it benefits your organization Step-by-step instructions to link multiple Helpjuice accounts Important

How To Reorder Questions And Categories

Published May 20th, 2020 by Amanda Helpjuice

Reordering questions and categories helps you keep important content at the top of your knowledge base, making it easier for users to find what they need. With Helpjuice, you can quickly rearrange items from your dashboard using a simple drag-and-drop tool. In this article, you’ll learn: How to reorder questions and categories from the dashboard Req

How To Set Up Custom Domains

Published May 20th, 2020 by Amanda Helpjuice

Enhancing your brand's identity is crucial, and one effective way to do this is by setting up a custom domain for your Helpjuice Knowledge Base. This allows you to replace the default .helpjuice.com URL with a more personalized address, such as help.yourcompany.com. In this article, you’ll learn: How to configure your DNS settings for a custom domai

How Does Find and Replace Work

Published May 20th, 2020 by Amanda Helpjuice

The Find & Replace feature in Helpjuice lets you search for specific words or phrases and replace them either within a single article or across multiple articles/categories. This helps streamline large updates (e.g., changing product names, correcting terminology) and saves you from editing each occurrence manually. In this article, you’ll learn

Allowed IPs

Published May 20th, 2020 by Amanda Helpjuice

The Allowed IPs feature allows you to control access to your knowledge base by restricting it to specific IP addresses. This ensures that only users coming from approved networks or locations can view your content. In this article, you’ll learn: How to whitelist IPs What happens when an IP is not whitelisted Best practices for managing allowed IPs H

How To Insert Images And Videos

Published May 20th, 2020 by Amanda Helpjuice

Adding images and videos to your Helpjuice articles can significantly enhance user experience by providing visual context and clarity. In this article, you’ll learn: How to insert images into your articles How to embed videos from various sources Supported video formats and their size limits Tips for optimizing media for better performance Insertin

How to Convert Files to Articles via Drag & Drop

Published May 20th, 2020 by Amanda Helpjuice

Helpjuice allows you to convert your existing documents into articles by simply dragging and dropping them into the article editor. This feature supports PDF and DOCX formats, enabling you to quickly migrate content without the need for manual reformatting. In this article, you’ll learn: How to convert files into articles using drag and drop Support

How To Link Articles

Published May 20th, 2020 by Amanda Helpjuice

Linking articles lets you guide users from one piece of content to another, help them find related resources, reference external pages, or even insert the body of one article into another. This improves navigation, aids context, and enhances the usefulness of your Knowledge Base. In this article, you’ll learn: How to insert internal links to other a

Analytics - The Searches Tab

Published May 20th, 2020 by Amanda Helpjuice

The Searches Tab in Helpjuice Analytics gives you a detailed view of what users are searching for, how effective those searches are, and where the gaps are. This helps you improve your content to better meet user needs. In this article, you’ll learn: What the Searches Tab shows and why it matters How to access, filter, and export search data What me