How do I set up a knowledge base?
The knowledge base lets you create self-help articles for your customers and internal guides for your agents.
Setting up:
- Go to Settings > Knowledge Base (or Resources)
- Create categories to organize your articles
- Add articles with rich text content, images, and attachments
- Set visibility: Published (visible to all) or Draft (hidden)
Visibility options:
- Public articles: Visible to customers on your portal
- Internal articles: Visible only to agents and admins
Tips:
- Create FAQ articles for common questions to reduce ticket volume
- Agents can link knowledge base articles in their ticket replies
- Review and update articles regularly to keep content accurate