API Key generation in Document360

1. Go to your project in the Document360 portal

2. Click Settings → Knowledge base portal → Extensions → Team Collaboration, and you can find the Make widget at the bottom

3. In the Make extension widget, click the Generate ‘⊕︀’ button and click Yes in the confirmation prompt

4. Copy the generated key by clicking on the Copy icon

You can use this key to connect your Document360 knowledge base with other 3rd party applications on Make.

Read More: Document360 + Make Usecases

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Login to your Document360 portal to authorize the Salesforce integration.

1. Click on Settings → Knowledge base portal → Extensions → Helpdesk, and you can find the Salesforce widget
2. Under Salesforce, click the Authorize button, and the Allow access window appears.
3. Click the Allow button and wait for a few seconds
4. Now, you can find the status (Project connected to Salesforce…) in the Salesforce widget. You can also find the Salesforce account URL connected with your project

During installation process you can now specific who has access to the app within salesforce from any one of the three options provided:

• Install for admins only
• Install for all users (default)
• Install for specific profiles

Adding Document360 in Cases home page

Integrate the newly added Document360 app inside the Cases home page on Salesforce

1. From the Salesforce home page, click on the App launcher on the top left
2. Search for Cases and click on it, If you don’t have any active cases, you can click on the New button at the top right.
3. In the pop-up window, you can mention the details about your new case such as the nature of case, customer info, case origin, priority, and more.
4. In the Cases home page, you can find the recently added cases. Click on any one of the case
5. Now click on the Setup icon → Edit page at the top right
6. You would be redirected to the Lightning App Builder page where you can add, drag, and drop components/widgets in your cases page
7. On left components list you can find Visualforce when you scroll down
8. Click, hold, drag and drop onto the design page. On the right, you can set the component height in pixels.
9. Document360 app would be added to the page. You can add, delete, or reposition the different components in the page.
10. Click on save button when you’re done.
11. If you’re asked to activate component in a prompt. Click on the Activate button.
12. Go back to Cases page and find the Document360 app added

Read More: Salesforce Integration

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How to setup Crowdin integration:

Select the created Crowdin project, and you will be taken to the project dashboard:

1. On the dashboard side menu, go to Resources → Integrations & API
2. From the list of integration options available, select the Document360 application
3. Now, the application would require an API token from Document360
4. To fetch the API token, go to Document360 and log in to the portal
5. Go to Settings → Knowledge base portal → API tokens
6. Type in the Token name in the field
7. Select the options required in the Allowed Method(s) field (GET, POST, PUT, DELETE)
8. Click on the Generate button and copy the generated API token
9. Head back to the Document360 app on the Crowdin integration page
10. Paste the copied token in the field and press enter

Crowdin Translation using API Token:

From your Crowdin workspace, select the Crowdin project configured with your Document360 knowledge base.

1. Click on your profile from the top right corner and select Account settings
2. Select the Access tokens and in the Personal Access Tokens section, click on the New token button
3. Type in the Token name; select All scopes and click on the Create button at the bottom
4. You’d be asked to verify by login screen
5. Your access token has been created. Click on the icon to copy the token
6. Head back to the Document360 Settings → Knowledge base portal → Extensions, select the Translation & Browser extension tab, and select Crowdin
7. Paste the copied access token in the API key section
8. Type in the Organization name from your Crowdin account
9. Click the Save button, and you are ready to go.
10. You can now use the Push to Crowdin option from Document360.

Read More: Crowdin Integration

The post How to integrate Document360 Knowledge base with Crowdin appeared first on Document360.

After successfully installing the app in your workspace, you will need an API key to complete the configuration. Return to the Document360 site and complete the steps outlined below to receive this API key.

API key generation on Document360

1. Click on Settings → Knowledge base portal → Extensions
2. Under the Helpdesk tab, you can find the Intercom widget
3. Click on the (+) to generate a unique API token
4. Click on the copy icon next to the generated token
5. Paste the copied API token in Intercom to complete the integration

Setting up Intercom messenger on Document360:

1. Once you have acquired the Intercom App ID, copy it
2. Head back to Document360 dashboard, go to Settings → Knowledge base site → Integrations
3. Click on Add new integration button on the top
4. Select Intercom from the list of integration options available
5. In the description, field enter a name or any text
6. In the Intercom ID field paste the copied app ID
7. Click Add

Here is an elaborate guide for you to refer: Intercom Extension

The post How to integrate Document360 knowledge base with Intercom appeared first on Document360.

Using the Zapier integration, you can create and update your knowledge base articles from your customer support and management tools in real-time. Use zap templates that can be customized to suit your business requirements and deployed in a few clicks.

Now you can connect Document360 with third-party applications

• Google Docs
• Google Drive
• Google Sheets
• Trello
• GitHub
• Jira Service Desk
• Confluence Server
• Zoho CRM
• Pipedrive
• Hubspot and many more

Here is an elaborate setup guide for you to refer: Zapier

The post How to integrate Document360 Knowledge base with Zapier appeared first on Document360.

• Access your knowledge base data within slack collaboration platform
• Use Search commands to find the desired article
• Easily share support articles with your customers and team members in different versions and languages
• Create articles in any category within Slack and publish them from your Document360 Project.
• Open articles externally or link it to the channel

Here is an elaborate setup guide for you to refer to – Slack Extension

The post How to integrate Document360 knowledge base in Slack platform appeared first on Document360.

Support agents can preview articles within Freshdesk and respond with a link or copy the entire content. Also, you can create articles from the Freshdesk portal by clicking create new article and publish them from your Document360 Project

• Access the knowledge base within Freshdesk.
• Smart look based on ticket title.
• Access all available versions and languages.
• Preview the article within Freshdesk.
• Link your article or copy entire article content in your response message.
• Create new articles from Freshdesk portal.

Here is an elaborate setup guide for you to refer to – Fresdesk Extension

The post How to integrate Document360 knowledge base in Freshdesk platform appeared first on Document360.

• Access the knowledge base within Zendesk
• Smart look based on ticket title
• Search for article quickly
• Preview the article within Zendesk
• Link your article or insert entire article content in your response message
• Search through all Languages and Versions
• Create new articles within Zendesk

Here is an elaborate setup guide for you to refer to – Zendesk Extension

The post How to integrate knowledge base in Zendesk platform appeared first on Document360.

• Answer customer queries quickly
• Find relevant articles fast
• Respond to the query by linking relevant articles

Here is an elaborate setup guide for you to refer to – Drift

The post How to setup Drift Chatbot on your knowledge base appeared first on Document360.

• Share links & articles within chats
• Instantly respond to your queries
• Find information and share it instantly

Here is an elaborate setup guide for you to refer to – Microsoft Teams

The post How to connect knowledge base on Microsoft Teams appeared first on Document360.