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External Help Center Template - should be question, sentence-case

A
Written by Alexis Krohn
Updated over a month ago

(Briefest answer/preview/tl;dr possible. Capitalize products. Buttons should be bold, no quotations, sentence case)

For use with [relevant products]

Overview

[Process Title 1] (heading 3, link with anchor links)

  1. [Step 1 title] (link with anchor links)

  2. [Step 2 title]

  3. [Step 3 title]

[Process Title 2] (heading 3, link with anchor links)

  1. [Step 1 title] (link with anchor links)

  2. [Step 2 title]

  3. [Step 3 title]

[Process Title] (should be Header 1, have an anchor link)

[Process Description, if not self-explanatory from Title] (keep it tight)

1. [Step 1 Title] (should be Header 2. Keep it an action, straightforward.)

✅ Good: Open the Payments tab.

❌ Bad: "Here at NexHealth, we love processing payments. We’ve got this neat-o side bar over here where you can find out favorite…"

Use a complete sentence with a period.

[Delete this callout]

[Step explanation if needed, with image]

If small image, use a table with explanation on left, image on right.

If large image, no table - just the image underneath the text.

Intercom doesn’t have columns. Cool.

[Delete this callout]

Template Side-by-side

2. [Step 2 Title]

[Step explanation if needed, with image]

3. [Step 3 Title]

[Step explanation if needed, with image]

[Process Title 2…, if multiple]

[Process Description]

1. [Step 1 Title]

[Step explanation if needed, with image]

2. [Step 2 Title]

[Step explanation if needed, with image]

3. [Step 3 Title]

[Step explanation if needed, with image]

Next steps:

[Offer guidance on what to do after completing the process, including any follow-up actions or additional resources.]

Details (for the Details sidebar)

Fin AI Agent: Enabled (enable after publishing)

Copilot: Enabled (enable after publishing)

Audience: Customers (modify after publishing)

Help Center: NexHealth, Inc. Help Center

Section, Subsection: [Fill in]

Audience: Leads, Users, Visitors

Exclude from Article Suggestions: Off

Tags:

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