HelpLook is a knowledge management platform that helps companies better organize, disseminate and apply knowledge. So how can you do a good job of knowledge management in your organization with HelpLook as a tool?

1. Click here to register to enter the Dashboard: HelpLook | Dashboard

2. Fill in the information

Add site icon, site logo and site name in turn, select site language and site template, and click “Confirm”.

*The first 3 templates are recommended for in-house knowledge bases

3. Setting access permission

As a knowledge base visible only to internal members, it is recommended to set access permission as password access, private access and Mixed acces.

Under Private Access, Mixed Access, and Enterprise Member Access, you can also set the access permissions for columns and articles to be viewed by different members.

>>> The difference between different access permission can be found in this help document: https://help.helplook.com/docs/access-permission

4. Import content/create

Click "Import" to enter existing file information in batches. You can create different categories according to different topics, departments or problem types to facilitate the search and browsing of related knowledge.

* Supports importing .docx and markdown files

* Upload files support *.xlsx, . PDF format

Content creation teams can also create articles here, write and publish content directly. HelpLook provides a WYSIWYG editor that is compatible with rich text and Markdown, and provides basic text operations and advanced functions such as inserting videos, attachments, and tables.

>>>Reference for a comprehensive guide to creating documents: https://help.helplook.com/docs/Content

5. Retrieval capabilities & AI support

The next step is the most important and essential step. Click “Publish” and the published article will be automatically transmitted to AI training.

* Batch publish, all publish, and individual publish are supported.

On the Help Center, enter keywords and questions to test the keyword search and AI search effects.

Elasticsearch Keyword Search & AI Search

1. On the left side of the page, you can find the search results for Elasticsearch-based keywords. This on-site search method is based on keyword matching and can quickly find results related to keywords.

2. The AI search on the right side of the page uses text vector search, which considers the semantic relationship between words and documents to provide more accurate and relevant search results.

6. Configure an AI Q&A bot

As shown in the figure, click the "AI Widget - Settings - Install code" and copy the code in the "body" of the website where the widget needs to be installed to complete the configuration.

*The algorithm is the same as AI search, but the display interface is different and the application scenario is different.

The effect after Install is as follows:

At the same time, you can directly install the widget in the knowledge base, and turn on the "Display within the site" button in "AI Widget - > Settings - > Basic Configuration" to embed it in the front desk of the knowledge base with one click.

>>> Learn more about HelpLook AI: https://help.helplook.com/docs/ai

7. Configure website portal style

You can customize the entire website portal, including custom styles, headers and footers, fonts and other styles.

The following is a custom style rendering

>>>> Personalized Configuration Guide: https://help.helplook.com/docs/individuation

You can also customize your knowledge base domain name.

8. Adding members to collaborate

HelpLook provides a collaborative function. You can add multiple members, set different management roles, and create and maintain the knowledge base together. By collaborating with team members, you can continuously update and improve the knowledge content.

9. Analyze statistical data

HelpLook provides statistical and analysis functions, which can Track and evaluate the use of the knowledge base. By analyzing data such as popular articles, popular search terms, and traffic sources, you can understand which knowledge is receiving attention and which knowledge needs to be updated or supplemented, thereby improving the effectiveness of knowledge management.

FAQ:

How can we integrate our existing corporate system?

There are three ways to configure this integration:

1. Add a link to the knowledge base within your system and set access permissions to password-protected, verification code, or limited to corporate members.

2. Configure SSO (Single Sign-On) for seamless login.

3. Use a custom domain. When the knowledge base domain matches the system’s management backend, check if there’s a login cookie. If there’s no cookie, redirect users to your company’s system login page.

Refer to the JavaScript code: under "Settings ➔ Site Settings ➔ Embed Code".

Quickstart