Connecting Drift

by Jake Peters

Drift is a conversation-driven marketing and sales platform. With Drift plugged into HelpDocs, you can:

  • Quickly add the Drift chat widget to your knowledge base
  • Have Driftbot automatically answer frequently asked questions  
Drift logo

Adding the Drift Chat Widget

  1. In your Drift dashboard
    1. Head to SettingsChat Widget Install
    2. Open the JavaScript dropdown to reveal your code snippet
    3. Click Copy Code (or the snippet itself) to copy the code to your clipboard
  2. In your HelpDocs dashboard
    1. Go to SettingsIntegrations
    2. Paste your Drift snippet into the Drift JavaScript Code box
    3. Hit Save

Now when your users use the Contact button on your HelpDocs they'll see the Drift sidebar appear.

Setting Up Driftbot

  1. In your HelpDocs dashboard
    1. Head to Settings > API
    2. Click Create API Key
      1. Name your key
      2. Tick Read
      3. Copy the key
      4. Hit Save
  2. In your Drift Dashboard
    1. Head to Settings > Integrations > Knowledgebase (or click here)
    2. Paste in the API key you generated earlier in HelpDocs
    3. Hit Save. Now Driftbot will start suggesting articles, automagically. ✨

Connecting the Composer App

  1. In your Drift Dashboard
    1. Head to Settings > Apps
    2. Scroll down to HelpDocs and click the card
    3. Click Connect
    4. Follow the instructions

Once connected, you'll be able to search articles right from the composer. Simply type /hd followed by the query you want to search for. For example the command /hd custom css will bring up articles related to custom css.

What did you think of this doc?