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Add KnowledgeBase to LiveChat

Alicja Pawliczak
3 min read
updated: Jun 19, 2024

Knowledge Base: What’s that?Link icon

KnowledgeBase is a knowledge base software you can connect with LiveChat to browse and share help articles inside a chat.

KnowledgeBase Widget

It helps you support your customers faster by bringing relevant help articles into your workflow. No more navigating to separate pages when chatting to customers - it’s all right at your fingertips.

Knowledge Base plugin consists of two parts:

  • web app, where you add and manage your help content,
  • widget, which displays all your articles in the sidebar in LiveChat.

As soon as you publish your first articles, they will appear in your LiveChat sidebar, where you can navigate through topics or use a quick search to find relevant content.

Add KnowledgeBase to the LiveChat Agent appLink icon

Add KnowledgeBase to the LiveChat Agent app to let your representatives access your help documents right in the Chats section. This will reduce their response time, as they can search and copy content and links without switching to another tab or window.

Easy installationLink icon

  1. To install KnowledgeBase, find it in the Marketplace in the LiveChat Agent App.

  1. Select the Install button.

  1. Select the Install button.

Now, you will be able to see the KnowledgeBase plugin in the Chats section of the LiveChat Agent app.

Open the widget to be able to easily view and search the KnowledgeBase articles you’ve created.

Add KnowledgeBase to the chat widgetLink icon

Want to encourage your customers to use self-help? Or provide support when you are offline? With our KnowledgeBase integration, you can add your public help center to the chat widget!

KnowledgeBase in LiveChat chat widget

The KnowledgeBase app is displayed in the chat widget both when you are online (before the chat is started) and when you are offline (above the ticket form or offline info). It lets your customers search for and read all the public articles directly in the chat widget.

KnowledgeBase help center in the LiveChat chat widget

Setup stepsLink icon

To add Knowledgebase to your chat widget, you need to integrate KnowledgeBase with LiveChat. You need to publish a help center in your Knowledgebase account as well. If you want the articles search bar to work while agents are offline, set the chat widget availability to always.

Start by navigating to the welcome screen settings section. Expand the Manage content drop-down menu.

Welcome Screen Manage Content

Select Activate on the KnowledgeBase tab to add the tool to your welcome screen.

Welcome Screen KnowledgeBase Activate

Save changes to complete the setup.

Edit the text in the appLink icon

Select Customize to change the Title, Description and/or Placeholder text in the search area.

Welcome Screen KnowledgeBase Customize

Save changes to complete the setup.

You can check out how it looks in the preview on the right.

Remove the app from the chat widgetLink icon

To disable the tab or navigate quickly to the KnowledgeBase platform, select the ellipsis button and then the option you’re interested in.

Welcome Screen Help Desk Disable

Save changes to complete the setup.

Create articlesLink icon

If there are no articles in your KnowledgeBase yet, you can add them right from the LiveChat agent app widget. Select the Get started button.

You will be redirected to the KnowledgeBase app, where you can create your content.

The articles you publish in your KnowledgeBase will be accessible in the KnowledgeBase widget in the LiveChat Agent app.

Tip: If you can’t immediately see your article in LiveChat, refresh the KnowledgeBase plugin.

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It is good practice to supplement test manuals with images and videos. A chart can literally be worth a thousand words, a GIF of a process can explain the steps to visual learners, and a video engages the viewer and assures them that they understand the procedure correctly. Add images or GIFs to KnowledgeBase articles To add an image to a KnowledgeBase article, log into KnowledgeBase and go to Articles. Open the article you want to edit and find the spot where the image or animation is needed.

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Add articles to your KnowledgeBase

With KnowledgeBase, you can quickly and easily create a help center that will be easy to use for your customers and a dream for your team. To start, log in to KnowledgeBase, go to Articles and select New article. Tips for great articles Make sure the title is meaningful and will be easy to search for your customers. Succinct articles are best. Get straight to the point and make sure that the message is clear.

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