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Publish a knowledge base to the client self-service portal Last updated: Aug 16, 2026

Make a knowledge base visible to clients in the self-service portal.

  1. Open Knowledge Base and select the knowledge base.
  2. In the right sidebar, turn on the Client Self-Service Portal toggle.
  3. Use the preview (eye) icon next to the toggle to see how clients will view it.

To control which agents or clients can access the knowledge base, use Permissions > Manage (see Configure KB Permissions).