The Customer Portal lets you offer a full self-service knowledge base for your store. Customers can browse articles, search for answers, and find help without contacting your support team — and it can be linked directly from your website and chat widget.
Getting started
To set up your Customer Portal:
-
Go to Tools → Customer Portal.
-
Click on Add portal.
-
Write down Help-Center name and select whether you want it hosted on Shopify or standalone domain
-
Click on Create portal.
From there you can:
- Write your first article — click New article to open the editor and start creating content.
- Manage your articles — click My articles to see all your existing articles, filter by status, and make edits.
- Organize with categories — go to Settings → Categories to create and arrange topic groups.
- Customize the look and feel — go to Settings → Portal customization to match your brand.
- Preview your portal — click Live preview to see exactly what your customers will see.
Next steps
Once your portal is set up, explore these guides to make the most of it:
- Organizing articles with categories — group related articles so customers can browse by topic.
- Adding multiple languages to your Customer Portal — serve customers in their own language.
- Customizing your Customer Portal — update your logo, colors, header text, and more.
- Setting up a custom domain for your Customer Portal — use your own URL (e.g. help.yourbrand.com).
- Linking your Customer Portal from the chat widget — let customers search the portal directly from your live chat.