Managing Your Pageloop Settings
Pageloop Settings is your central hub for managing integrations, team members, and account preferences. From a single settings page, you can connect your Help Center and data sources, invite teammates, configure your profile, and control how Pageloop generates documentation for your organization.
Access Pageloop Settings
To open Pageloop Settings, click on your name at the bottom of the Pageloop sidebar and select Settings from the menu. The Settings page has its own sidebar with the following sections:
Profile -- Update your name and change your password.
Team -- Invite and manage team members (visible to Admins only).
Security -- Change your password.
Integrations -- Connect and manage your Help Center and data source integrations (visible to Admins only).
Product Details -- Describe your product to help Pageloop generate better documentation.
Style Guide -- Configure writing tone and product-specific terminology.
Templates -- Create and manage article templates.
This article focuses on Integrations, Team, and Profile. For information about Product Details and Style Guide, see Getting Started with Pageloop. For Templates, see Using Article Templates.
Integrations Overview
The Pageloop Integrations page displays all available integrations as cards. Each card shows the integration name, a brief description, and a Connect button if the integration is not yet connected. Connected integrations display a green "Connected" badge and show a Disconnect button. Some connected integrations also display a Configure button for additional setup options.
Only Admins can access the Integrations page. If you are a Member, you will not see this section in the Settings sidebar.
Pageloop supports two categories of integrations: Help Center integrations and data source integrations.
Help Center Integrations
Help Center integrations allow Pageloop to read your existing articles, push new articles, and send updates directly to your Help Center platform. Pageloop currently supports the following Help Center integrations:
Intercom -- Connect your Intercom workspace to manage help articles. Pageloop uses OAuth to authorize access. For step-by-step setup instructions, see Connect Intercom as Your Help Center.
Freshdesk -- Connect your Freshdesk account to manage knowledge base articles. Pageloop connects using an API key. For step-by-step setup instructions, see Connect Freshdesk as Your Help Center.
Zendesk -- Connect your Zendesk help center to manage support articles.
HelpJuice -- Connect your HelpJuice knowledge base to manage articles.
Additional Help Center integrations including Mintlify are also available, with more coming soon.
Important: You can connect only one Help Center integration at a time. If you need to switch to a different Help Center platform, you must first disconnect your current Help Center integration before connecting a new one.
Data Source Integrations
Data source integrations allow Pageloop to monitor your team's tools and automatically generate suggestions for new articles or updates to existing ones. Unlike Help Center integrations, you can connect multiple data sources at the same time. Pageloop supports the following data source integrations:
Slack -- Pageloop monitors selected Slack channels and generates documentation suggestions based on your team's conversations. For setup details, see Set Up Slack for Proactive Suggestions.
Linear -- Pageloop monitors completed Linear issues to identify product changes that may need documentation updates. For setup details, see Set Up Linear for Proactive Suggestions.
Support Conversations -- When you connect a supported platform, Pageloop analyzes closed support conversations where AI agents escalated to a human. This helps Pageloop identify gaps in your documentation and suggest new articles or updates. For more information, see Working with Proactive Suggestions. Further support conversation integrations including Zendesk, Freshdesk, and Salesforce are coming soon.
GitHub (Beta) -- Pageloop can read code and listen to merged pull requests in your GitHub repositories to identify product changes. This integration is currently in beta. After connecting, you can select which repositories Pageloop monitors.
Connect an Integration
To connect a new integration in Pageloop:
Go to Settings > Integrations.
Find the integration you want to connect and click Connect.
Follow the authorization prompts. Depending on the integration, you may be redirected to the service's authorization page (for OAuth-based integrations like Intercom, Linear, and Slack) or asked to enter an API key (for integrations like Freshdesk and HelpJuice).
Once connected, some integrations require additional configuration. Certain integrations (such as Linear) prompt you to complete setup automatically after connecting. Others display a Configure button that you can click to adjust settings (for example, selecting Slack channels to monitor).
Disconnect or Switch an Integration
To disconnect an integration from Pageloop:
Go to Settings > Integrations.
Find the connected integration and click Disconnect.
The integration is removed immediately.
To switch your Help Center integration to a different platform, disconnect your current Help Center integration first, then connect the new one.
Team Management
The Team section in Pageloop Settings allows Admins to invite new members, assign roles, and manage existing team members. Only Admins can access the Team page.
All team members in a Pageloop workspace share the same workspace data. This includes articles, updates, suggestions, integrations, and settings. Any changes made by one team member are visible to everyone in the workspace.
Invite a Team Member
To invite someone to your Pageloop workspace:
Go to Settings > Team, or click Invite Team in the bottom section of the Pageloop sidebar.
Click the Invite Member button.
In the dialog that appears, enter the new member's First Name, Last Name, and Email.
Select a Role from the dropdown. The available roles are:
Admin -- Can access all Pageloop features, including Integrations and Team management in Settings.
Member -- Can use Pageloop to create and update articles, but cannot manage integrations or team members.
The default role is Member.
Click Create User to send the invitation.
The invited team member will receive an email invitation to join your Pageloop workspace.
Manage Existing Team Members
The Team page displays a table with the following columns for each member: Name, Email, Role, and Status.
Team member statuses include:
Active -- The member has accepted the invitation and is using Pageloop.
Invited -- The invitation has been sent but not yet accepted.
Inactive -- The member's account is inactive.
Change a Member's Role
To change a team member's role in Pageloop, find the member in the team table and use the Role dropdown to switch between Admin and Member. The change takes effect immediately. You cannot change your own role.
Resend an Invitation
You can resend an invitation to any team member whose status is still "Invited" by clicking the send icon next to their entry. If an invitation has been pending for more than 24 hours, Pageloop marks it with a warning icon to indicate the invite may be stale. A fresh invitation email will be sent to the member.
Team Member Statuses
Each team member displays a status badge indicating their current state. Members who have not yet accepted their invitation show an "Invited" status, while active members display an "Active" badge. If you need to remove a team member from your Pageloop workspace, contact Pageloop support at [email protected].
Profile and Security
The Profile section in Pageloop Settings lets you manage your personal information and account security in one place. You can update your First Name and Last Name, view your email address, and reset or change your password. To update your profile details, make your changes and click Update Profile. To change your password, enter and confirm your new password (minimum 6 characters) and click Update Password.
If your organization has disabled password login and uses Google authentication instead, the password change option will not be available.
All users (both Admins and Members) can access the Profile and Security sections.
Frequently Asked Questions
Can I connect more than one Help Center at the same time?
No. Pageloop allows only one Help Center integration at a time. To switch to a different Help Center platform, disconnect your current integration first from Settings > Integrations, then connect the new one.
Can I connect multiple data sources at the same time?
Yes. You can connect Slack, Linear, GitHub, and support conversations simultaneously. Each data source monitors your tools independently and generates its own suggestions.
Who can manage integrations and invite team members?
Only users with the Admin role can access the Integrations and Team sections in Pageloop Settings. Members can view and use connected integrations (for example, pushing articles to a connected Help Center) but cannot connect, disconnect, or configure integrations. Members also cannot invite or manage other team members.
Do all team members see the same data?
Yes. All team members in a Pageloop workspace share the same data, including articles, updates, suggestions, integrations, and settings. Any changes made by one member are visible to the entire team.
What happens when I invite a new member?
The new member receives an email invitation. Once they accept and sign in, they will have access to all shared workspace data in Pageloop based on the role you assigned (Admin or Member).
How do I resend an invitation?
On the Team page, find the member whose status is "Invited" and click the send icon next to their entry to resend the invitation email. If the invitation has been pending for more than 24 hours, a warning icon appears next to the member to indicate the invite may be stale.
Is the GitHub integration fully available?
The GitHub integration in Pageloop is currently in beta. It allows Pageloop to read code and monitor merged pull requests to identify product changes, but its features and availability may change as development continues.