How to Add a Knowledge Base to Upgates in 5 Minutes

This guide will show you how to add a Knowledge Base to your Upgates site in just 5 minutes.

Why add a Knowledge Base to Upgates?

Adding a knowledge base to your Upgates site allows your users to find answers quickly, reduces support workload, and enhances user satisfaction.

What is ProductLift?

ProductLift helps you embed a fully-featured knowledge base on your Upgates site, offering easy access to articles, FAQs, and resources for your users.

Let's get started

Here's what we'll do:

1. Create your Knowledge Base in ProductLift
2. Design your Knowledge Base
3. Create a widget for your Knowledge Base
4. Add it to your Upgates site

Step 1. Create Your Knowledge Base

First, we'll set up your Knowledge Base in ProductLift:

1. Log in to your ProductLift account (or sign up here if you don't have one)
2. Click on "Tabs" in the left sidebar
3. Click "Add Tab" and choose "Knowledge Base"
4. Give your Knowledge Base a name
5. Start adding your content:
   • Create topics and subtopics to organize your information
   • Add articles or entries directly in the Knowledge Base tab

You can edit your content directly in the Knowledge Base tab at any time.

Feel free to click on the cog icon to explore all the editable settings. While you don't need to adjust them right away, it's good to be aware of the available options.

Step 2. Design Your Knowledge Base

Now, let's make your Knowledge Base look great:

1. Click on "Settings" in the left sidebar
2. Choose "Branding"
3. Customize the appearance:
   • Select colors that match your brand
   • Choose appropriate fonts
   • Adjust the layout as needed

ProductLift offers a lot of flexibility in design, so take some time to make it look just right for your site.

Step 3. Create a Widget for Your Knowledge Base

Now, let's create a widget to display your Knowledge Base:

1. Click on "Widgets" in the left sidebar
2. Click "Add New Widget" in the top right
3. Choose the integration method you prefer from the following options: Iframe, Sidebar, Embed,

Configure your widget settings as needed and save your widget.

Step 4. Add to Upgates

Now, let's get your Knowledge Base live on your site:

4.2 Implement Your Chosen Integration Method

Depending on the method you chose in Step 3, use the appropriate code:

Iframe Method:

<iframe src="YOUR_IFRAME_URL" data-productlift-link width="100%" height="600px" frameborder="0"></iframe>

Replace YOUR_IFRAME_URL with the URL provided in your ProductLift widget settings.

Sidebar Method:

<button class="productlift-sidebar=YOUR_WIDGET_ID">Open Knowledge Base</button>

Replace YOUR_WIDGET_ID with your unique widget ID from the ProductLift dashboard.

Embed Method:

<div class="productlift-embed=YOUR_WIDGET_ID"></div>

Replace YOUR_WIDGET_ID with your unique widget ID from the ProductLift dashboard.

That's it!

Your Knowledge Base should now be live on your Upgates site.

Troubleshooting Tips

• If the widget doesn't appear, double-check your code implementation
• Try clearing your Upgates cache
• Check your browser's console for any error messages
• Some platforms may have a delay in displaying new widgets, so give it a few minutes if needed

If you need assistance, don't hesitate to contact our support team at support@productlift.dev.

Advanced Feature: Single Sign-On

For a more integrated experience, you can set up single sign-on (SSO) to automatically log in your users. This is a more advanced feature, but if you're interested, check out our SSO guide.