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Platform capability · Knowledge Base

Publish searchable self-service documentation

Help articles and documentation your customers can search

A knowledge base for product documentation, help articles, runbooks, onboarding content and customer FAQs. It has nested categories, full-text search, draft and published states, view counts and helpfulness feedback. Customers read and search it in the customer portal, and operators write and edit it in the operator console.

Built in

What you get

  • Articles, categories and tags
  • Markdown editor with images and media
  • Full-text search
  • Draft and published states
  • View counts and helpfulness ratings for each article
  • A knowledge-base reader in the customer portal that carries your branding
Under the hood

How it works

A reader for customers and an editor for operators

Customers browse published categories, search articles and say whether an article helped, all in the portal. Operators create, edit, publish and archive the same content in the operator console. Help shown in context inside each product page is a separate, planned addition.

Only published articles are visible to customers

An article moves from draft to published and can later be archived. Only published articles appear to portal readers. View counts and helpful or not-helpful feedback show which material is useful. Named approvers, review steps, a status for each language and rollback tools are not part of the product today.

Knowledge base and tickets in one service

The knowledge base and ticketing are part of the same support service and customer portal, so customers can search for an answer before they open a ticket. Automatic article suggestions while a ticket is written, and recommended linked articles, are planned.

Further additions

Additions that extend the capability described above.

  • In-app help component (being added app by app)
  • Search that tolerates typing mistakes
  • Review and approval before publishing
  • Articles in several languages
  • Suggested articles linked to tickets in support
  • Access rules for each article (public, customers, agents)

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A solution architect will demo the live service against your domain model.

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