How to Configure Your Knowledge Base Settings
1. KB Setup
Use KB Setup to configure the core structure, branding, and advanced management options for your knowledge base.
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| Setting | Description |
|---|---|
| Configure | Set your site's URL, language, and more settings |
| Branding | Add your own logo and brand colors easily. |
| Ticketing Form | Let visitors submit a ticket for support requests |
| Feedback | Let visitors rate your help pages instantly and easily |
| Table of Content | Style your table of contents with icons and colors |
| Page Footer | Add your contact details and social links below |
| Login Screen | Add your own logo to the login screen easily |
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| Setting | Description |
|---|---|
| ProProfs Chat | Add live chat for instant, real-time visitor support |
| ProProfs Help Desk | Turn every visitor chat into a trackable support ticket |
| ProProfs Survey Maker | Collect valuable feedback from every single site visitor |
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| Setting | Description |
|---|---|
| Version Control | Track site versions so you can revert changes anytime |
| Import Sites | Import your existing HTML files to build a site |
| Export Sites | Export your entire site as a PDF or HTML backup |
| Vault | Recover any deleted pages anytime from the Vault |
| Notification Settings | Get notified about updates and site activity events |
2. Access & Security
Use Access & Security to control who can access your site and manage your account and billing details.
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| Setting | Description |
|---|---|
| Private Sites | Restrict your site access easily using Single Sign-On |
| Users & Roles | Add new users and control their roles and permissions |
| Profile & Billing | Update your profile, billing, and plan in one place |
| Conditional Content | Show a folder or page to a specific visitor or user |
3. AI Settings
Use AI Settings to power your knowledge base with AI-driven search, article writing, and chatbot capabilities.
| Setting | Description |
|---|---|
| Knowledge Manager | Train your site to auto-write helpful new articles |
| AI Settings |
Turn on AI search, in-article assist, and writing style |
| AI Help Bot | Add a chatbot fully trained on your own content. |
| FAQ Settings | Customize how FAQ accordions expand and look |
4. Integrations
Use Integrations to connect your knowledge base with third-party apps across four categories: Popular Apps, Feedback Forms, Communication, and Other Apps.
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| Setting | Description |
|---|---|
| Model Context Protocol (MCP) | Connect your knowledge base to popular AI assistants |
| Setting | Description |
|---|---|
| ProProfs Chat | Add live chat for instant, real-time visitor support |
| ProProfs Help Desk | Turn every visitor chat into a trackable support ticket |
| Google Analytics | See exactly how visitors use your help site |
| AI Help Bot | Add a multilingual chatbot for all your visitors |
| Custom Script | Extend your help site further with custom scripts |
| Setting | Description |
|---|---|
| ProProfs Survey Maker | Collect valuable feedback from every single site visitor |
| Zendesk Support | Add a ticket form for quick visitor support |
| Freshdesk | Let your visitors submit support tickets quickly and easily |
| Salesforce | Send all your visitor feedback straight into Salesforce |
| Salesforce Lightning | Sync all your support tickets straight into Salesforce |
| Setting | Description |
|---|---|
| Slack | Get instant Slack alerts for every new ticket |
| Microsoft Teams | Send all help site alerts to your Teams channel |
| Setting | Description |
|---|---|
| Zapier | Connect your site to thousands of other apps |
| Custom Domain | Host your help site on your own branded domain |
Managing Your Account
Account management is available from the profile icon in the top-right corner of the screen. Click the circular profile icon next to the Help menu to open a dropdown with two options:
| Setting | Description |
|---|---|
| My Account | Update your personal account details |
| Logout | Sign out of your account |
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