Build a help center from your app with Autopilot

Build a help center from my app is the Autopilot recipe that sets up a whole help center for you. It learns your brand, explores your app, creates a draft site with sections, records a how-to video for each workflow and writes an article for each. It runs in steps: you approve each step and its credits before it runs, and you always publish the site yourself.

Before you start#

• Role. Only the workspace owner or an admin can use this recipe, because it creates a docs site. Their role must also be able to record videos. Anyone else sees the recipe card greyed out, with the reason as a tooltip.
• Your website and your app's address. The website gives the brand; the app address is where the AI signs in to record the how-to videos.
• A sign-in, if your app needs one. Save it first under Autopilot → App sign-ins, or add it from the form. See Save an app sign-in.
• Room on your plan. Your plan holds a set number of help centers. At the limit, the form asks you to pick an existing help center to build into. See What are doc sites.

You don't need a help center for this recipe. It's the recipe the other help-center recipes point you to when you have none.

Set it up#

1. Open the recipe#

   In Autopilot, click the Build a help center from my app card under Or start from a recipe. You can also click New task and pick it, or type what you want in What should Autopilot do?, for example "Build me a help center". The agent panel opens with the setup card: "Here’s the setup. Check it and click Continue."

   

2. Fill in the details#

   Click Fill in the details. The dialog holds the whole form, described in The setup form. Fill it in and click Continue. Close keeps what you typed: the card saves your edits, so you can come back to them later, even after a reload.

   

3. Check the review and create the task#

   Clevera checks the setup and shows a review: When ("Runs once, now"), Changes in your app (only if you allowed them), Import (only if you import), Typical run ("240–560 credits") and Language. Click Back to change something, or Create task. The card then says Task created, with Open the task.

4. Approve each step#

   Clevera plans the first step right away. Planning is free and takes a few minutes; it posts in the same chat when the plan is ready, and the task waits under Needs you. Untick what you don't want and click Run. Each later step is planned and shown to you the same way.

The setup form#

With Use a sign-in, pick a saved sign-in from Choose a sign-in, or Add a sign-in… to save a new one without leaving the form. The login is saved encrypted under App sign-ins; the task only keeps a reference to it.

Import an existing help center#

Pick Import it, then your platform under Import from: Intercom, Zendesk, Help Scout, GitBook, ReadMe, Mintlify, Document360, Docusaurus or Another docs site. Enter its public https:// address in the address field that appears (for example Zendesk address) and tick I own this content or may copy it. The import reads public pages only and is free. Platforms that import with a token, such as Confluence and Notion, are imported from the site's settings once it exists. See Import and export a doc site.

What each step does#

The task runs in four steps, in order. Each step is planned, shown to you, and only runs after you click Run.

Site and videos#

The plan groups its lines:

• Site: the help center it creates, with its name, address, languages, the assistant, the contact form, the look from your brand, and header links to your website and sign-in page. These lines are free.
• Sections: the proposed sections and the groups inside them. A section you already have says "Already on your site; the new articles go into it."
• Import: only if you asked for one. "Free. Your existing articles, approved as they are yours."
• Videos: one line per how-to, each with its credits. Workflows your library doesn't cover yet come ticked; the rest start unticked. A line says "Already covered by" a video when you have one.

Review and publish#

The last step lists Sections and articles, Approve the articles, Assistant, Appearance, Contact form, Languages, Preview and Your own domain. Approve the articles (Approve all, or one by one), open the preview, then click Publish site. You can also finish open rows later under Doc sites.

Clevera never publishes the site for you, even when your site publishes automatically: articles Autopilot writes wait for approval, and only the owner or an admin can approve and publish.

Cost and time#

You are charged for what each item really uses, not the estimate. The task's receipt shows every line. See Read a task's receipt.

What you get#

• A draft help center in your brand, with sections, and your imported articles if you imported.
• A how-to video for each workflow you ticked, in your default collection (set under Autopilot → Settings).
• Draft articles in their sections, in every language you picked.

When the build is done, the task page offers Keep your help center current: "When your app changes, Clevera finds the videos and articles that need updating." Click Set it up to open that recipe. See Keep your help center up to date.

Troubleshooting#

Related#