HelpCenter

HelpCenter is a Rails wiki gem with Trix editor support for organizing app documentation and tutorials. It includes support categories, support articles, simple moderation, the ability to leave comments to support articles and more.

Out of the box, HelpCenter comes with styling for Boostrap v4 but you're free to customize the UI as much as you like by installing the views and tweaking the HTML.

Requirements

Rails >= 6.0.0 bootstrap >= 4.0.0

Installation

Before you get started, HelpCenter requires a User model in your application (for now).

Add this line to your application's Gemfile:

gem 'help_center'

And then execute:

bundle

Install the migrations and migrate:

rails help_center:install:migrations
rails db:migrate

Add HelpCenter to your User model. The model must have name method which will be used to display the user's name on comments & discussions (if enabled). Currently only a model named User will work.

class User < ActiveRecord::Base
  include HelpCenter::SupportUser

  def name
    "#{first_name} #{last_name}"
  end
end

Next add a moderator or admin flag to the User model.

rails g migration AddModeratorToUsers moderator:boolean
rails db:migrate

Only moderators or admins can add support articles.

if current_user.admin? || current_user.moderator?

Add the following line to your config/routes.rb file:

mount HelpCenter::Engine => "/support"

Lastly, add the CSS to your application.css to load some default styles.

*= require help_center

Usage

To get all the basic functionality, the only thing you need to do is add a link to HelpCenter in your navbar.

<%= link_to "Docs", help_center_path %>

This will take the user to the views inside the Rails engine and that's all you have to do!

Customizing

If you'd like to customize the views that HelpCenter uses, you can install the views to your Rails app:

rails g help_center:views

You can also install a copy of the HelpCenter controllers for advanced customization:

rails g help_center:controllers

Helpers are available for override as well. They are used for rendering the user avatars, text formatting, and more.

rails g help_center:helpers

NOTE: Keep in mind that the more customization you do, the tougher gem upgrades will be in the future.

User comments & Notifications

You can enable user comments and questions for support articles. HelpCenter will attempt to send email and slack notifications for users who leave comments when a new reply posted.

To turn these off you can do the following in config/initializers/help_center.rb

HelpCenter.setup do |config|
  config.article_dicussions = false # Default: false
  config.send_email_notifications = false # Default: true
  config.send_slack_notifications = false # Default: true
end

Slack notifications require you to set help_center_slack_url in your config/secrets.yml. If you don't have this value set, it will not attempt Slack notifications even if they are enabled.

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake test to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to rubygems.org.

Roadmap / Upcoming features

Your support is appreciated for this project. Consider backing the project via GitHub Sponsors.

We plan to release following features:

• Contact form
• Ticket submission
• Live chat
• Help Center Layout templates
• Built-in search

Acknowledgment

HelpCenter generated from the awesome simple_discussion gem by Chris Oliver

HelpCenter uses Trix editor by Basecamp

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/uurcank/help_center This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the Contributor Covenant code of conduct.

License

The gem is available as open source under the terms of the MIT License.

Code of Conduct

Everyone interacting in the HelpCenter project’s codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.