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URL: https://help.helplook.com/docs/Newbie-guide
⇱ Newbie Guide-HelpLook | Help Center
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Introduction
Last modified: 2024-12-19
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Newbie Guide
Introduction
What is HelpLook ?
Features
Usage scenario
Examples
Contact us
Quickstart
Quickstart
How to build a knowledge base + AI ChatBot from 0 to 1?
How to build a complete internal enterprise knowledge base?
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Content
New Category/Document
How to create a new category/document?
How to import content?
How do I upload PDF or Excel files? How do I upload local files?
Text Editor
How to switch between Rich Text/Markdown editor?
Rich Text Editor
Introduction to Common Functions of Rich Text Editor
How to upload attachments/documents/compressed package/pictures and videos?
How to insert/upload a video into a document?
How to generate table of contents?
Markdown Editor
Markdown Toolbar Instructions
Markdown common basic syntax
Document Management
How can I view and edit the article I created?
How to preview the effect of a single document？
How to publish all documents with one-click?
How to view published document?
How to set/change the status of a document?
How to change the order of categories/documents?
How to edit category？
How to add recommended documents under the category?
How to move, delete and modify column/article status in batches?
How to restore deleted documents/categories?
How to find and replace globally?How to do keyword searches in numerous documents?
How to export backup documents?
How to export a site to an e-book (PDF)?
How to create copy of document？
How to copy category/document links in the backend quickly?
How to create and use article templates?
How to translate the entire content of the knowledge base with one click?
How to translate document with one-click?
How to compare article versions?
How to view/restore historical versions of documents?
Document Settings
How to add a cover image to an article? How to change the article display style to card or list view?
How to set the cover and brief of your blog?
How to customize URL of document?
How to manage redirection of article links?
How to add tags to articles?
How to manage document tags?
How to add an author to an article?
How to controll whether a single category/article is used for AI training?
How to configure SEO for a single document?
How do I make an article show breadcrumbs?
How to customize the article anchor name?
How to enable sharing documents to other applications or social media platforms?
How to enable/disable support for scanning view of articles?
How to turn on/off user submission form feedback underneath articles?
How to turn on article watermark?
How to turn on article prohibited of copying?
How to support visitors to download documents (PDF format)?
How to check who has read the article?
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Analyze
What data can be viewed on the site through HelpLook?
How to View Your Site's Data Overview
How to view and export data reports for a single post？
How to export AI Q&A records?
How to view AI Q&A records?
How to view feedback on user-submitted articles？
How to view and export data reports for key search terms?
How can I view and export data about content authors?
How can I view and export visitor data?
How to check traffic sources?
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AI Widget
How to create AI ChatBot?
How to import content and train AI ChatBot?
How to embed AI widgets into CMS or website?
How to set the basic information of the ChatBot(avatar, name, language, color, location, etc.)
How to configure suggested messages in the widget?
How do I turn on/off chatbot answer display sources?
How to customize AI Widget Prompt?
How to delete imported links and file data in batches/multiple selections?
How to retry failed links with one click?
How to sort imported data?
How to update the chatbot's data source?
How to use AI ChatBot to collect user information?
How to view the user information collected by the robot?
How do I share my AI ChatBot with others?
Other Functions —— Chatbot
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AI Management
What is the number of AI searches? Under what circumstances will AI times be consumed?
How to purchase additional AI times?
How to get AI Token?
How to associate documents from other sites?
How do I switch robot models?
How to set AI text matching?
How to let AI answer questions and generate relevant recommendations?
How to configure API Key?
How to use AI to search and answer pictures?
How to use AI to generate SEO keywords and descriptions with one click?
How to use AI to generate blog summary?
How to limit the frequency of users sending messages to the Chatbot?
How to configure default responses for scenarios where the AI cannot find an answer or when text match scores are low?
How to enable AI to generate related questions in its responses?
What to do if AI Search and AI Q&A are inaccurate? How to retrain AI results?
How to integrate HelpLook into SaleSmartly to achieve smart replies?
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Settings
Site settings
How to set the site icon, logo, name, language，editor and template?
How to hide logo of technical support?
How to replace templates of site？
How to change the website layout?
Individuation
Header navigation
How to edit the header navigation?
How to embed the code in the header navigation?
How to customize the header navigation logo, color, text color, text selection color, URL?
Custom pages
How to customize theme color,slogan,slogan color,background image？
How to configure categorized modules on the homepage?
How to add recommended articles on the homepage?
How to configure popular searches on the homepage？
Footer navigation
How to customize the logo,height,slogan,background color of the footer,text color and copyright notice?
How to edit the content of footer?
How to disable the footer if you don't want？
How to embed the code in the footer?
SEO configuration
How to set the title, keywords and description of your website？
How do I get a sitemap?
How to get the key of Baidu？
How to view the SEO details of all documents?
What to do if you don't want your site to be indexed by search engines?
Custom domain
How to set custom domain？
How to customize the second-level domain name?
How to change custom domain?
Multi-language support
How to add multilingual site？
How to set the page to jump directly to the same URL when switching languages?
Embed Code
How to embed third-party plugins？
How to change to bold outline level 1 headings?
Custom Styles
How to modify/customize image styles?
Search
What are search styles?
How to enable search only for titles?
How to set the knowledge base content search scope?
How do I turn AI search off/on?
What should I do if I want others to prioritize search results of AI first when they search on this site?
How do I set up a manual click to view AI search results?
How to customize AI Search Prompt?
Users and Security
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Team Management
How to add other team members to co-manage the site？
How to change a team member's information?
How to remove a member of your team?
How to change access permission？
How to set up the site for Private Access?
How can I restrict access to certain documents to specific users only?
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FAQs
Subscription
How to buy packages?
Can the purchased package be changed (upgraded or downgraded)or refunded?
How do I get my invoice?
What is the access limit?
What is a Traffic package? What does a Traffic package do?
Does it support the customization of homepage?
Is there a limit to the number of sites that can be created?
How to share my created site?
How to convert site link into QR code for sharing and downloading?
Why does the site show an error?
Why does the old title still show up in the tab of the site homepage when I open it after changing the site information?
How to create and delete sites?
How to set/modify password?
How to turn on receiving weekly site data reports?
How to enable dark mode?
How to use the version management function?
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API Documentation
GPT integrated interface
Search API
Leads List API
Get document list API
Get document content API
Publish document API
Update article content API
CMS import file API
Delete Document API
Recycle Bin One-click Clear API
Recycle Bin Query One-click Clear Processing Result API
Generate Seamless Login URLs (Private and Mixed Access)
SSO Single Sign-On API
Helplook interconnection single sign-on configuration example reference
ChatBot upload website link API
ChatBot upload text API
ChatBot upload file API
Add user API (Hybrid Access or Authorized Access)
Edit User API (Hybrid Access or Authorized Access)
Get user list API (Hybrid Access or Authorized Access)
Delete user API (Hybrid Access or Authorized Access)
Search User API (Hybrid Access or Authorized Access)
Add group API (Hybrid Access or Authorized Access)
Get group list API (Hybrid Access or Authorized Access)
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Refer&Earn
What is promotion? Why join the promotional program?
Promotion method and reward mechanism?
How to create a custom link/invitation code?
How to Track Promotions?
How to check rewards for promotion?
How to cash out promotional rewards?
Why did I not receive rewards even though the promotion was successful?
Why haven't my promotional rewards been withdrawn?
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