MmemeHelp Center

Guide

Create a Help Center on Browzer

9 stepsAgent View (JSON)

Overview

Browzer is a browser workflow automation and documentation platform that transforms recorded actions into structured, step-by-step SOPs. Creating a Help Center portal on Browzer establishes a dedicated knowledge base where you can publish documentation, guides, and procedures for your team or customers. This workflow walks you through the portal setup process—from naming and configuring your Help Center to activating it for public or internal access. Once created and enabled, your portal becomes a live resource where users can discover and follow your auto-generated documentation.

Before you begin

  • Active Browzer account with access to trybrowzer.com
  • Admin or portal creation permissions within your Browzer workspace
  • Decided portal name (e.g., 'Customer Help Center', 'Internal Knowledge Base')
  • Chosen URL slug (a URL-safe identifier, typically lowercase and hyphens, e.g., 'customer-help' or 'internal-kb')

Step by step

1
ClickDocs Center

Navigate to the Docs Center by clicking the 'Docs Center' link in the main navigation. This is where you manage all Help Center portals and documentation in Browzer.

Tip. The Docs Center is your central hub for portal management. You can return here anytime to view, edit, or delete existing portals.
Step 1
2
ClickNew Portal

Click the 'New Portal' button to begin creating a fresh Help Center. This opens a modal dialog where you will define your portal's basic properties.

Step 2
3
ClickPortal Title

Click inside the 'Portal Title' text field to select it and prepare to enter your Help Center's name.

Tip. The cursor should appear in the field once clicked. If it does not, ensure you clicked directly on the input box.
Step 3
4
TypePortal Title

Type your desired Help Center title (e.g., 'Customer Help Center', 'Internal Knowledge Base', or 'Product Documentation'). This name will appear at the top of your portal and in portal listings.

Tip. Use a clear, descriptive title that tells users and team members what content to expect. Avoid generic names like 'Portal' or 'Help'.
5
Keyboard

Press Tab to move focus from the Portal Title field to the URL Slug field. This keyboard shortcut speeds up form navigation without requiring a mouse click.

Tip. Tab navigation works in most web forms. If the focus does not move, you can click directly into the URL Slug field instead.
Step 5
6
TypeURL Slug

Type the URL slug for your portal—a URL-safe, unique identifier that will form part of your portal's web address (e.g., 'customer-help', 'internal-kb', or 'product-docs'). Use lowercase letters, numbers, and hyphens only.

Tip. URL slugs must be unique within your Browzer workspace. Keep them concise (15 characters or fewer) and descriptive. Avoid spaces, underscores, and special characters, as these will cause errors.
7
ClickCreate Portal

Click the 'Create Portal' button to finalize the portal's name and slug. Browzer will validate your entries and create the portal in a disabled state, ready for configuration.

Tip. The button will only work if both the Portal Title and URL Slug are filled in with valid text. If the button appears greyed out, review both fields for any empty or malformed entries.
Step 7
8
ClickDisabled

Click the 'Disabled' toggle switch to enable your portal. This activates the Help Center, making it accessible to your intended audience (team members or customers, depending on your sharing settings).

Tip. The switch should visually change position (often from grey to green, or left to right) when toggled. Confirm the switch shows as 'Enabled' before proceeding to the next step.
Step 8
9
ClickSave Changes

Click 'Save Changes' to permanently apply all settings and activate your Help Center portal. This is the final step that publishes your portal and makes it live.

Tip. Wait 3–5 seconds for the save operation to complete. A success message or page refresh typically confirms that your changes were saved.
Warning. If you do not click 'Save Changes', your portal will not be enabled and will remain inaccessible. Always save before closing the dialog.
Step 9

Confirm it worked

  1. 1Portal creation modal closes and you are returned to the Docs Center dashboard
  2. 2Your new portal appears in the portals list with the title and URL slug you entered
  3. 3Portal status shows 'Enabled' (the switch is toggled ON after step 8)
  4. 4A success message or confirmation appears after clicking 'Save Changes'

Common issues

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