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Using the Chatbot Source Page

Power your chatbots with HelpDocs' auto-updating Source Page—secure KB content in one smart API endpoint.

River Sloane
Updated by River Sloane

Chatbots need to be trained with reliable information before they can provide helpful responses to your customers. Your Knowledge Base is a goldmine of well-structured content that can power these conversations—and that's exactly what the Chatbot Source Page is designed for 🤖

Using one of our AI integrations? This chatbot source page is a great feed for them to ingest 🌯

What is the Chatbot Source Page?

The Chatbot Source Page is a specialized API endpoint that serves your Knowledge Base content in a format that's optimized for chatbots to ingest. Here's what it looks like:

This image outlines the key aspects of user management within HelpDocs—covering user roles, actions, and additional features like bulk editing and filtering. It also gives a quick guide on scheduling a demo!

By default, it includes all of your published public Knowledge Base articles and their content, making it incredibly simple to feed your chatbot with accurate information without having to manually add each article.

When your chatbot connects to the Chatbot Source Page, it automatically gains access to your entire public Knowledge Base. This means whenever you update an article, your chatbot will have the latest information without any additional work.

Accessing the Chatbot Source Page

The Chatbot Source Page is available through our API. To use it:

  1. Create a new API key with Read permissions
  2. Use the Chatbot Source Page endpoint using your new API key for authentication

Your chatbot provider can configure their service to pull data from this URL, ensuring they always have access to your latest content.

Using the default API key approach means anyone with the key can access your public Knowledge Base content. For better security, we strongly recommend implementing JWT authentication.

Securing Your Source Page with JWT

JWT (JSON Web Token) authentication provides a more secure way to expose your Knowledge Base content to chatbots, while also giving you greater control over what content is included.

With JWT authentication, you can:

  • Restrict access to only authorized applications
  • Include internal documentation that isn't publicly available
  • Customize which articles are provided to specific chatbots
  • Set expiration times for access tokens

Setting Up JWT Authentication

  1. Generate a customized JWT using our JWT Studio
  2. Add it to the Chatbot Source Page endpoint

Best Practices for Using the Chatbot Source Page

To get the most out of the Chatbot Source Page:

  • Keep your Knowledge Base articles up to date. Your chatbot will automatically use the latest content
  • Structure your articles clearly with descriptive headers to help the chatbot understand the content
  • Use JWT authentication for better security and content control
  • Test your chatbot regularly to ensure it's providing accurate information

With the Chatbot Source Page, you can leverage your existing Knowledge Base investment to power intelligent chatbot experiences for your customers—no duplicate content management required

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