How to Create Contextual Help Channels

Updated on Feb 19, 2026

Create Channel from Sidekick

Select Channels under Content
Click Create Channel
Add Channel Details
1. Enter Channel Name (make it descriptive)
  - e.g., Hubspot
2. Add Mapping patterns
  - Make modifications to the channel mapping pattern
    - Mapping patterns are regular expression patterns so you can use .* to match portions of a url.
    - Example: The mapping pattern app\.domain\.tld/.*/import would match on either https://app.domain.tld/q361z/import or https://app.domain.tld/a235q/import.
    - Example: The URL for https://app.hubspot.com/reports-dashboard/120/view/131195 would be app\.hubspot\.com/reports-dashboard/.*/view/.*
3. Click Create & edit
Mapping patterns allow for more dynamic functionality than a static, unchanging URL. By using this syntax, the contextual help will continue to appear as you navigate through various pages on a site.
Add articles from your content library
1. Click Add article > Add existing article
2. Select article titles from the dropdown
  - Use the Search feature to narrow results
3. Save
*Optional* Assign users or groups to the channel
1. Click Add group
2. Select applicable groups from dropdown
  - Click above the dropdown box (in the white box) to minimize list
3. Click Save