About the knowledge portal

The knowledge portal presents knowledge base articles to customers so that they can easily navigate the self-service experience. Customers can search within the articles, browse by categories, and initiate conversation with a chat bot or an agent.

Understand the knowledge portal

Learn about knowledge portal and the features that it provides. Understand how knowledge portal uses the knowledge workbench to create an enhanced customer experience. View the knowledge portal quick start guide.

Set up the knowledge portal

Follow the steps of the knowledge portal quick start guide and configure your knowledge portal under Messenger Configurations. Select a knowledge base and associated categories. Then, copy the knowledge portal deployment snippet to your hosting site.  

Customize the knowledge portal

You can customize and update the knowledge portal layout. Select a welcome message, also called a fallback message. You can also set display settings for header, background, and primary colors.