User Guide

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Create an Article

Articles can be attributed to an author, and you can combine multiple blocks to create the body. Here's how to create and write an article.

Create a New Article

You can create a new article through the following 3 ways:

  • [Documents] - [Article] - click [+Write an article] in the top right corner

  • Click [Documents] - [Articles] - bottom left sidebar [+shape icon]

  • [Document] - [Article] - click 'Categories' in the left sidebar to the right [+ sign] - click [Create an article]

Write an Article

  1. Title: The title of the article. Since this will be shown to customers, it’s best to set it clearly.

  2. Language: Select the language of the article. You can also choose another language version to create a translated copy.

  3. Author: Assign the author to be displayed on the website, and check who is currently editing the article.

  4. Save: Your work is saved automatically whenever you make changes.

  5. Share

    • Edit Page: Copy the link to the editing page and share it with your teammates.

    • Preview website: Available only when the space is set to public.

      • Shortcut: Jump directly to the preview window.

      • Copy Link: Copy the link to the preview page.

    • More

      • Lock Page: Prevent others from editing the page at the same time.

      • Duplicate Article: Make a copy of an article.

      • Move Category: Move the article to a different category.

      • Version History: Review previous versions of the article.

      • Delete an article: Permanently delete the article (this action cannot be undone).

  6. Publish/Unpubilsh

    • Publish the article to make it visible. If the website is set to “Public,” customers will be able to access it.

    • If the article is already published, the Update button will appear.

    • After editing a published article, be sure to click Update so your changes are reflected.

    • SEO Settings: Adjust SEO settings to help your article appear in search engines. Go to More for detailed configuration options.

Set Article Information

  1. Cover ImageIf a cover image is set, it will be used as the article thumbnail.If you don’t upload one, a default image with an icon will be displayed instead. You can customize this default image.

    • Edit Default Image

      • Click Add an image to edit the background color and icon of the default image.

      • In the Background color tab, you can change the background color.

      • Click the Icon area to replace it with another icon or emoji.

    • Upload an Image

      • Click Add an image to upload your own image.

      • Minimum size: 700 × 366 pixels

      • Supported formats: JPG, JPEG, PNG, GIF

      • Aspect ratio: 1.91 : 1

  2. TitleRequired to publish an article.

  3. SubtitleOptional.

  4. Article Publish Date & AuthorIf you don’t want the publish date and author to appear on the article, go to Document → Space Settings → Styling → Common and turn off Show article publication date and author.

Writing an Article

  • Managers(team members) with document editing permission can edit the document simultaneously.

  • After enabling text input, press / to open the command menu and choose a block.

  • You can also copy and paste documents in Markdown format (e.g., from Notion).

Default Blocks

Name

Description

Normal Text

This is the most common text type.

Heading 1

This is the largest size of heading.

Shortcut: Ctrl(⌘)+Alt(⌥)+1 or #

Heading 2

This is a medium-sized heading.

Shortcut: Ctrl(⌘)+Alt(⌥)+2 or ##

Heading 3

This is a small-sized heading.

Shortcut: Ctrl(⌘)+Alt(⌥)+3 or ###

Bullet List

This is an unordered list.

Shortcut: Ctrl(⌘)+Alt(⌥)+5

Numbered list

This is an ordered list.

Shortcut: Ctrl(⌘)+Alt(⌥)+6

Quote

This is a block for displaying a quote.

Callout

This is a block in the form of a box where you can display notes, tips, warnings, etc. You can customize it with emojis you like.

Shortcut: Ctrl(⌘)+Alt(⌥)+8

Code Snippet

This is a block used to display code. You can also specify the programming language.

Divider

This is a block used to separate content.

Shortcut: ---

Table

This is a block used to create tables.



Basic Styling

Name

Description

Bold

You can bold a text.

Shortcut: Ctrl(⌘) + B or **text**

or __text__

Italic

You can slant a text.

Shortcut: Ctrl(⌘) + I or *text*

Underline

You can underline a text.

Shortcut: Ctrl(⌘) + U

Strikethrough

You can strike through a text.

Shortcut: Ctrl(⌘) + Shift + S or ~text~

Code

You can show code in your text.

Shortcut: Ctrl(⌘) + E or `text`

Color

You can colorize your text.

Recently used colors are available for use.

Shortcut: Ctrl(⌘) + Shift + H

Media

Name

Description

Image

Uploaded images can be up to 32MB in size, and image extensions include JPG, JPEG, PNG, and GIF. Images are uploaded to fit the width of the article (Resizing support will be available in the future.).

Video

You can upload YouTube content or video files directly, they will be resized to fit the article width. Videos are uploaded to fit the width of the article. (Resizing support will be available in the future.)

File

The file upload size limit is 32MB.

Hyperlink

You can bookmark web pages in a bookmark format.

Embed

You can register and display external content directly in your document as a link or file (PDF).

What if you cannot edit an article?

  • If your role under [Channel Settings] → [Teammates] → [Roles] does not have permission to edit documents for the add-on service, you will not be able to modify the article.

  • To edit the article, please update your role and permissions first.

Adding FAQs to an Article

You can add FAQs to an article by either importing existing FAQs or creating new ones. Clicking a question will display its answer. (→ What is an FAQ?)

FAQs set to private are shown in a lighter color and will not be visible to customers.

How to add FAQs

  1. Click the ‘Add FAQs’ button at the bottom of the article.

  1. Select the FAQ(s) you want to attach from the list. (Multiple selections allowed)

  1. Click the [Save] button.

If there are no existing FAQs, you can create a new one right away.

  1. Click [Add FAQs] at the bottom of the article → click [+ Create New FAQ] → set up the FAQ in the right-hand panel

  2. Click [Save] to attach the FAQ to the article.

  3. Click [Publish] to make the FAQ public, so it will appear in the article visible to customers.

Setting the FAQ Title

  • You can set a title at the top of the attached FAQ list. The title will apply to the FAQ list in all articles within the space.

  • You can set the title for each language according to the space’s language.

  • To hide the title, simply delete all entered text.

Editing and Rearranging Attached FAQs

  • Edit a FAQ: Hover over the FAQ and click the edit icon to modify its content.

  • Move a FAQ: Drag and drop the FAQ to change its order in the list.

Deleting Attached FAQs

  • Delete a single FAQ: Hover over the FAQ and click the trash icon to remove it.

  • Delete the entire FAQ list: Hover over the FAQ title area and click the ‘Delete FAQ List’ button at the top right to remove all FAQs at once.

Deleting attached FAQs or the FAQ list will disconnect them from the article. Don’t worry—the original FAQs will not be deleted.

You can configure the OG tags and slug* for the article you’re creating to improve its visibility in search engines. SEO information is managed separately for each version of the article.

  • *What is a slug?A slug is the part of a URL that identifies a specific page on a website in an easy-to-read format.

OG Tags

  • You can set OG tags to control how your article appears when shared or to improve its visibility in search engines.

  • If no information is specified, the article will automatically use:

    • Image: Featured image

    • Title: Article title

    • Description: Subheading or content

  • Supported image formats: jpg, jpeg, png, gif, minimum size 900×471px.

Clean URLYou can set a custom URL for your article to make it more readable.

  • Use keywords relevant to the article content.

  • Format: default domaincustom URLunique ID (automatically assigned, cannot be changed).

  • URL length: 3–30 characters.

  • Allowed characters: lowercase letters, numbers, -, _.Changing a clean URL after use may affect SEO.

Importing an Article

You can upload a file from an external service or enter a URL to quickly create a document article.

  1. Click the [→ Import Article] button at the top right.

  2. Choose either File or Webpage to upload a file or import an external page link.Importing is available only if you have document editing permissions. (→ Learn about roles and permissions)

You can upload a file to create a single article.

  • Up to 10 files can be uploaded at once.

  • Supported file types: html, txt, csv, md

  • Maximum file size: 1 MB per file

  • Uploaded files are created as private articles. Edit the content as needed and click [Publish] to make them visible to customers.

  • The author will be set as the article’s author.

  • Articles imported via an external URL are created as private articles. Edit the content as needed and click [Publish] to make them visible to customers.

    • Paid plan: If the entered URL has subdomains, you can choose to import subpages.

      • Each page will be created as a separate article. Up to 1,000 URLs can be imported at once.

      • Example: Entering Channel.io allows importing pages like Channel.io/document, Channel.io/alf, etc., up to 1,000 pages.

    • Free plan: Only a single URL can be imported.

  • Only pages under 1 MB can be imported.

  • Importing many pages may take time; completion will be notified via your team chat [Direct message with me].

  • Each space supports up to 3 simultaneous webpage imports.

  • For Notion documents, content inside toggles (▶︎) will not be imported.

  • The uploader will be set as the article’s author.

You can select multiple articles and edit or delete them all at once.

Item

Description

Publish the latest version

Publish the selected articles with their most recent version (the latest edited version).

Make private

Change the selected articles to private.

Add topic

Add a topic to the selected articles.

Remove topic

Remove a topic from the selected articles.

Duplicate

Duplicate the selected articles.

Move location

Move the selected articles to another location.

Delete

Permanently delete the selected articles.Note: Published articles cannot be deleted. (They must be set to private first.)

Article Preview

You can check your article through a preview link, regardless of its publication status.The preview page lets you see how the article will appear to customers, and it will not be indexed by search engines.

  • Preview is available only when your space is set to public on the website.

Since the content may not be final, please be careful not to share the URL externally.

  1. You can share the article’s edit page with your team members.

  2. You can jump directly to the preview page of the article.

  3. You can copy the article’s preview link. (Please note that the preview link should not be shared externally.)

  4. If the space is not published on the website or the article is not public, only the edit page link can be shared. The preview page and link will not be available.

How to share article links directly with customers:

  1. Directly send the link as a message through the reply section in the Live Chat Inbox.

  2. Enter the link in the reply section, then delete the text link and send it as a webpage thumbnail.

  3. Use a link button to share the link.

How to share via AI agent ALF in hyperlink format:

  1. Provide the source material when ALF responds.

When a customer clicks an article link in the Channel Talk chat window

The article opens directly within the chat instead of a new window. Customers can view the content on the spot without navigating to another page, providing a smoother and more convenient experience.

Buttons:

  1. Back: Returns to the chat window.

  2. Open in New Tab: Opens the document article in a new tab.

  3. Minimize: Reduces the article window size.

  4. Close: Hides the entire chat window, including the article. You can click the Channel Talk button again to restore the full screen.

How can I make articles open in a new tab like before?

You can click the "Open in New Tab" button at the top right of the article opened within the chat window.

Does clicking an article link from my Channel.io URL open in a new tab instead of the chat?

If you initiate a conversation through a separate link—such as your Channel.io URL(Plug-in Link) or a workflow customer link—clicking a document article link within a marketing popup message will open it in a new tab, not inside the chat window.

In contrast, if you start a conversation by clicking the Channel.io button installed on your website or app, the document article will be displayed directly within the chat window.