Orbinly
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Help Center / Communication & support / Your clients' Help Center

Your clients' Help Center

Write a searchable knowledge base that clients browse inside their portal.

The Help Center app lets you publish your own articles inside the client portal (how you work, how to pay, what to expect). Not to be confused with this Help Center, which is for Orbinly itself.

  1. 1

    Open Help Center and write an article

    Give it a title and an optional category, then write the content. Separate paragraphs with a blank line.

  2. 2

    Choose when it goes live

    An article is a Draft until you tick Published (visible to clients).

  3. 3

    Order your articles

    Use the up and down arrows to arrange them.

  • Clients find articles under Help Center in their portal and can search by keyword.
  • The client-facing AI Assistant answers questions using your published articles, so a well-written Help Center makes it more useful.
  • Drafts are never visible to clients.
Start with the five questions every new client asks you. Answer each in a few short paragraphs.

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