Getting started with the Help Center layout in Customerly

Raluca Stoica
Written by Raluca StoicaLast updated 1 hour ago

The Customerly Help Center layout is designed to make managing and navigating your knowledge base intuitive and efficient. With a clean interface and powerful features, you can easily organize, edit, and expand your content.

Nested collections and articles

Help center content is displayed in a nested structure, allowing you to collapse and expand collections to quickly access specific articles.

  • Collections are groups of related articles.

  • Collapse or expand collections to focus on the content you need.

  • Quickly identify the status of each article (published, draft, etc.).

Help Center organizer tools

From the Help Center section in Customerly, you can open the Organizer to manage your content:

  • Reorder – Change the order of collections and articles.

  • See Preview – View how your help center appears to customers.

  • See Stats – Access article insights such as views, feedback, and trending content.

  • Import Articles – Migrate content from other platforms like Intercom, Zendesk, and more.

Multi-language support

Serve customers in multiple languages by adding new locales:

  • Click the language icon in the top bar.

  • Select Add locale to create a new language version of your help center.

  • You’ll be redirected to the Appearance settings in your project settings to configure it.

Actions on articles and collections

You can also perform direct actions (edit, delete, move, etc.) on both collections and articles. These actions are covered in a separate guide.

Additional features

  • AI Training: When you enable your AI assistant, she will learn automatically by all your articles. Whenever you edit, create, or delete an article we'll train immediately your AI Assistant.

  • Article customer feedback: Your customers will be able to leave feedback at the end of every article.

  • Reports will help you to improve your articles based on:

    • Feedback report

    • Failed searches report

    • Article views

    • Trending articles report

  • AutoSuggest with help center articles in your live chat

    The automatic search feature allows the Help Center articles to appear in your live chat when your client sends you a message with a keyword that will trigger articles tagged with the same keywords.

  • Custom help center domain

    Set up your own domain or subdomain to be recognizable on the internet.

  • Integrate Help Center into your live chat

    You can integrate your Help Center into the live chat, so the customer can search for the articles right from the chat widget.

  • Customize Help Center appearance to match up your help center with your branding:

    • Main color

    • Logo

    • Favicon

  • Footer: Add custom links and social links to the footer to stay connected with your customers over social media

  • Add Google Tag Manager to your help center: Control your help center website by adding Google Tag Manager to it. Add your Analytics, Hotjar, and many more.

  • Google indexed articles: Thanks to the Help Center articles, your business keywords will be ranked by Google.

Do you have any questions about the features of the Help Center? Send us a message.

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