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Hard tech products can be complex. Your customers need clear, easy-to-find help. Use this template to build a help center that makes sense for tech-savvy users and beginners alike.

a. Overview of product features and benefits

b. System requirements and compatibility information

c. Step-by-step instructions for different operating systems

b. Explanation of key features and controls

a. Detailed guide on complex functionalities

c. Integrating with other tools and systems

a. Error message explanations and solutions

b. Best practices for regular maintenance

a. Setting up user permissions and access controls

c. Compliance with industry standards (if applicable)

c. Accessing additional resources (webinars, tutorials, etc.)

b. Keyboard shortcuts and time-saving tricks

Help center > Templates > Hard Tech Support Center

Templates: Hard Tech

Dev tools can be powerful but complex. Your users, from novice coders to seasoned developers, need clear, comprehensive help. Use this template to build a help center that caters to various skill levels and covers all aspects of your tool.

a. What your tool does and why developers need it

b. Key features and how they solve common dev problems

c. Supported languages, frameworks, and platforms

a. Step-by-step installation guide for different operating systems

b. Setting up your development environment

c. Integrating with popular IDEs and text editors

d. First-time configuration and preferences

b. How your tool fits into the development workflow

c. Key components and how they work together

a. Creating your first project with the tool

b. Running basic commands and understanding outputs

a. Deep dive into complex functionalities

c. Extending the tool with plugins or custom scripts

b. Request and response formats with examples

c. Authentication methods and best practices

b. Common error messages and their solutions

c. Performance profiling and optimization

a. Deploying projects built with your tool

b. Integrating with popular CI/CD platforms

c. Automating builds, tests, and deployments

d. Best practices for production environments

b. Using and creating plugins or extensions

c. Participating in the community (forums, chat, events)

d. Staying updated with the latest developments

b. Cheat sheet of common commands and operations

c. Glossary of technical terms used in your documentation

Templates: Dev Tool

Fintech products blend finance and technology, requiring clear explanations of complex concepts. This template will help you create a help center that addresses both financial and technical aspects, suitable for various user types from individual consumers to business clients.

a. What your product does and its key benefits

b. Target users (individuals, businesses, or both)

c. Overview of main features and how they work

d. KYC (Know Your Customer) process explanation

b. How to view account balances and transaction history

b. Loan applications and management (if applicable)

c. Business account features (if applicable)

Integration with Other Financial Services

c. Using APIs for custom integrations (for business users)

a. Overview of relevant financial regulations

c. User responsibilities and legal requirements

a. Payment failures and how to resolve them

c. Dealing with suspected fraudulent activity

a. How to download and set up the mobile app

c. Troubleshooting mobile-specific issues

c. Business-specific analytics and reporting

b. Using the help bot or AI assistant (if available)

Templates: Fintech

A B2C help center needs to be user-friendly, accessible, and cover a wide range of topics. This template will help you create a support center that addresses common customer concerns, provides self-service options, and offers clear paths to additional support when needed.

a. What is [Your Product]?
b. How to create an account
c. Quick start guide
d. Video tutorials for new users

a. Managing your profile
b. Security and privacy settings
c. Subscription management (if applicable)
d. Billing and payment information

a. Core features explained
b. Tips and tricks for better usage
c. Mobile app guide (if applicable)
d. Accessibility features

a. Common issues and their solutions
b. Error messages explained
c. Device-specific troubleshooting
d. Network and connectivity problems

a. How to place an order
b. Tracking your shipment
c. Shipping policies and timeframes
d. International ordering information

a. Return policy overview
b. How to initiate a return
c. Refund processing and timelines
d. Exchanges and store credit

a. Accepted payment methods
b. Understanding your bill
c. Updating payment information
d. Resolving payment issues

a. How we protect your information
b. Tips for keeping your account secure
c. What to do if you suspect fraud
d. Two-factor authentication setup

a. Product categories and descriptions
b. Size guides and fit information (if applicable)
c. Product care instructions
d. Warranty information

a. Current promotions
b. How to use promo codes
c. Rewards program explanation (if applicable)
d. Gift cards and store credit

a. Live chat support
b. Email support
c. Phone support hours and numbers
d. Social media support channels

a. Top 10 most asked questions
b. Product-specific FAQs
c. Shipping and returns FAQs
d. Account and billing FAQs

a. User forums (if applicable)
b. Social media links
c. User-generated content guidelines
d. How to leave a product review

a. Terms of service
b. Privacy policy
c. Cookie policy
d. Accessibility statement

Templates: B2C

A B2B SaaS help center needs to cater to various user roles within an organization, from end-users to administrators. This template will help you create a comprehensive support center that addresses technical details, account management, and business processes.

a. Product overview and core features
b. System requirements and supported browsers
c. Account creation and initial setup
d. Quick start guide for different user roles

a. User management and role assignments
b. Single Sign-On (SSO) configuration
c. Security settings and best practices
d. Billing and subscription management

a. Dashboard navigation and customization
b. Key features explained in detail
c. Workflow setup and optimization
d. Data import and export procedures

a. In-depth guides for power users
b. Custom report creation
c. API documentation and usage
d. Integrations with other business tools

a. Adding and removing users
b. Setting up teams and departments
c. Permission levels and access controls
d. User activity monitoring

a. Data encryption and storage policies
b. Compliance certifications (e.g., GDPR, HIPAA)
c. Data backup and recovery procedures
d. Audit logs and reporting

a. White-labeling options
b. Custom fields and workflows
c. Notification settings
d. Branding and design customization

a. Standard reports overview
b. Creating custom reports
c. Data visualization tools
d. Exporting and scheduling reports

a. Common issues and resolutions
b. Error message explanations
c. Performance optimization tips
d. Browser-specific troubleshooting

a. List of supported integrations
b. Step-by-step integration guides
c. Custom integration using APIs
d. Troubleshooting integration issues

a. Release notes and update schedules
b. Feature deprecation notices
c. Planned maintenance communications
d. Beta program participation (if applicable)

a. Video tutorials for different user roles
b. Webinar schedules and registration
c. In-app guided tours
d. Certification programs (if available)

a. Contacting your dedicated account manager
b. Escalation procedures
c. Service Level Agreement (SLA) details
d. Account review and optimization sessions

a. Understanding your billing cycle
b. License management and allocation
c. Upgrading or downgrading your plan
d. Payment methods and invoicing

a. Submitting a support ticket
b. Live chat availability
c. Phone support hours and process
d. Community forums and knowledge sharing

a. API documentation
b. Code samples and SDKs
c. Developer community and resources
d. Sandbox environment access

a. General product FAQs
b. Account management FAQs
c. Billing and subscription FAQs
d. Technical FAQs

a. Terms of service
b. Privacy policy
c. Data processing agreement
d. Acceptable use policy

Templates: B2B SaaS

Triage customer questions with written documentation.