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Clevera Help Center

Launch your first help center

Go from your first articles to a live help center: create a doc site, add pages, set the look, turn on Ask AI, choose who can read it, publish and connect your domain. On Pro with Autopilot, let Clevera build and update it.

Updated 6 min read

A doc site is a hosted help center made from the articles in your workspace, with search, an Ask AI assistant and reader feedback. This article takes you from your first articles to a live site on your own address. Each step links to the article with the details.

Before you start

  • Your role: workspace owners and administrators create and configure doc sites. Content Creators can add pages, and Editors can publish. See who can do what.
  • Your plan: doc sites are on every plan, Free included. Free and Starter include 1 site; Pro includes 2–5, depending on seats. See Doc site plans and limits.
  • Free plan: publishing needs a verified email address.

Build it step by step

  1. Write your first articles

    A site shows articles, so start with a few. Click Create, open the Article tab and pick a kind: How-to article, Troubleshooting, SOP, Blog post or Product update. Add one recording, from the desktop app, the Chrome extension, an upload, your library or Record with AI, and click Generate article. An article usually costs 5–15 credits. See Turn a recording into an article.

    Already have a help center somewhere else? You can import it instead when you create the site (next step).

  2. Create the doc site

    Click Doc sites in the sidebar, then New doc site. The wizard has three steps:

    1. Name your site: type a Site name and check the free Address, which ends in .clevera.help. Pick the site's Language.
    2. What goes on it?: choose From a collection (each folder becomes a section), Pick content, Start empty, or Import from another tool.
    3. Make it yours: add a Logo, a Brand colour, a Font and the Default appearance.

    Click Create site. When you start from content, the site publishes right away at its free address and opens on Overview, with a Get started checklist. See Create a doc site.

  3. Add and organize pages

    Open Pages in the site's sidebar to add sections, add articles from your library, write new pages and set their order. The checklist asks for at least 5 pages. See Add and organize pages.

  4. Set the look

    Open Appearance to change the logo, brand color, site style, fonts and the header of your home page. A live preview shows each change. Set up the header and footer menus in Navigation. See Customize how a doc site looks and Set up a doc site's header and footer.

  5. Turn on Ask AI

    The assistant is off on a new site. Go to Settings → AI assistant, turn on Show the assistant, choose what happens When it can't answer, and click Save. It answers only from your published pages and lists its sources. Answers cost no credits; your plan includes a monthly number of answers (300 on Free). See Set up the doc site assistant.

  6. Choose who can read it

    Every site is public by default. To make it private, go to Settings → Access and pick Password or Workspace sign-in. Private sites need Pro or above. See Control who can read a doc site.

  7. Publish

    Click Publish in the site header, check the list of changes and confirm (the button reads, for example, Publish 3 changes). Readers see the new version within seconds, and every version is kept in Publishing so you can roll back. Publish automatically is on for new sites: once the site is live, saved changes go live after about two minutes without edits. See Publish a doc site.

  8. Connect your own domain

    Custom domains need Starter or above. Open Domain, enter a subdomain such as help.example.com and click Connect. Add the CNAME record Clevera shows at your domain provider, then click Check now. The certificate usually takes 5–30 minutes; when the status is Live, the free address redirects to your domain. Root domains such as example.com can't be connected. See Connect a custom domain to a doc site.

Let Autopilot build it

On Pro and above, Autopilot can build and maintain the help center for you. Click Autopilot in the sidebar to start; see Get access to Autopilot. Only the workspace owner or an administrator can use the build recipe.

Build a help center from your app

In Autopilot, click the Build a help center from my app recipe, or type "Build me a help center" in What should Autopilot do?. The Clevera agent shows a setup card. Click Fill in the details, add your Website and App address, choose a sign-in, and pick the site's languages.

Under Existing help center, pick Start fresh, or Import it and choose Intercom, Zendesk, Help Scout, GitBook, ReadMe, Mintlify, Document360, Docusaurus or Another docs site. The import reads public pages only and is free. Notion and Confluence are imported from the site's settings once it exists.

The task runs in four steps: Brand, Site and videos, Articles, and Review and publish. Planning is free. You see each step's plan and its credits, and nothing runs until you click Run. A typical build costs 240–560 credits and takes 1–3 hours. Clevera never publishes the site for you: in the last step you pick the articles and click Publish. See Build a help center from your app with Autopilot.

Keep it current when you ship

Once the site exists, the Keep my help center up to date when we ship recipe watches a repository's releases or merged changes, a changelog page, or one change you describe. Each time something changes, Clevera checks the affected videos and articles and plans the fixes. Each run waits for your review; a typical run costs 10–150 credits. See Keep your help center up to date when you ship.

Understand doc sitesWhat readers get, roles and credits.Create a doc siteName it, pick content and a look in three steps.Doc site plans and limitsSites, domains, languages and answers per plan.Understand AutopilotJobs Clevera does for you, once or on repeat.