Userlane Assistant Help

About Assistant Help

The Assistant Help option allows you to add two links to additional resources such as a help center, support chat, or a communication platform channel such as Slack or MS Teams. Enable the Help button to link users directly to these resources without leaving your application.
help view with icon of a life ring, icon to go to help documentation and icon to contact support

Add and enable links

We display two default use cases for the links but you can provide links to any resource that you think would be most helpful to your users. Remember to change the default texts of the links if you are linking to resources other than documentation or your application's support. See Customize the Help option, below.

To add a link:

  1. Go to Customize > Help in your Userlane Portal.
  2. Enter the full URL of your link in the Documentation Link input field, e.g.
  3. To add a second link, enter the full URL in the Support Link input field.
  4. Once you are ready to activate a link for your users, enable the corresponding Display Link toggle.
ℹ️  The Help button in the Assistant is only displayed to users if you have enabled at least one link.

Customize the Help option

To edit the default texts for the title and links:

  1. Go to Customize > Texts in the Portal.
  2. Locate Assistant in the right sidebar, then select Help.
  3. Enter the new text in the dashed input fields for the title and link labels as needed.
    highlighted text field areas to change help question and wording for linking to help center and contact to support
  4. Click Save Your Changes.

To change the default Help image:

  1. Go Customize > Design in the Portal.
  2. Locate Help Desk in the right sidebar, then click Upload Image.
  3. Drag an image file to the upload window or click Select File to choose an image from a storage folder. A preview of the Help window displays.
  4. Click Save Your Changes.
    ℹ️  You can upload a PNG, JPEG, or GIF file with a maximum size of 8MB. The recommended image proportions are a 4:2 ratio and 652x320px resolution. See more about how Userlane displays your images in our Working with images article.
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