How to setup knowledge base for customers/clients?


Admin can create the knowledge base for their customers including Articles and FAQ's by clicking the Resource menu in the portal.

Customers can access the knowledge base from their portal by navigating to the Resource menu in the top of the interface.

Articles:

Create articles for the best practices, templates, procedural information etc. The articles could be aligned under a category in order to help in finding out relevant, accurate, and consistent information by the users.

Add article

 

Frequently Asked Questions:

Create and add the frequently asked questions (FAQs) in your helpdesk portal to solve the recurring customer problems. When you create the FAQ, create and assign the relevant category.

Add faq