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What is a Knowledge |
A Knowledge ( also referred as KnowledgeBase, Solution, KB Article, or just KB ), is a detailed description of A) a resolution to a Case, or B) an explanation of a business product/issue, or C) an answer to a frequently asked question.
You can configure a Knowledge to be externally viewable. Then your customers would be able to search through your knowledge base via your customer facing portal. (a.k.a Support Portal, or Extenal Pages). |
I have configured a KB article. Why can't my customers see it in the portal? |
You have to make it Externally Viewable .
Make sure that the checkbox Externally Viewable is checked. Otherwise the Knowledge/FAQ/Solution is only visible to your internal users.
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In Knowledge summary screen, how do I choose what columns to display? |
(Support Module) Account -> Setup -> Knowledge -> Knowledge Summary Table Columns
There is a rich collection of columns / fields that you can put in the Knowledge Summary table. For example all KB custom fields, tags, attachments, survey scores, etc. |
How do I use tags? |
You can setup tags in (Support Module) Account -> Setup -> Knowledge -> Tags.
In each KB article detail edit screen, you can choose what tag(s) does the article belong.
Please also see ( related to tags )
- How are KB articles indexed and searched?
- Portal: How do I enable tags?
- Portal: How do I configure the KB detail right side panel? |
How are KB articles indexed and searched? |
KB articles are indexed by keywords. All words and phrases in your article title, article detail, and attachments of known types ( .doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf, .txt ) are collected and indexed. If you have used tags, the tags will also be included in the keyword index.
When a visitor perform a search in the portal, tags matches are given higher priority. After that, if you have configured Weight for a KB article, the weight will be used to sort the search result. After that we will just list the search result A-Z.
Please also see:
- Weight the Knowledge articles
- Blog Post |
Can I use Custom Fields in KB articles? |
Yes. You can setup KB custom fields at Account -> Setup -> Custom Field -> Knowledge
Then they will show up in the KB detail edit screen, for you to put in the values.
For these custom field values to show up in the summary screen, or support portal view, please see
- In Knowledge summary screen, how do I choose what columns to display?
- Portal: How do I configure the KB detail right side panel?
We also have a Video Tutorail on this topic. |
What is a FAQ Builder? |
In addition to providing you with a HTML editor, EBSuite have a special tool to help you build one specific type of KB article: FAQ.
Please see this dedicated article for an example and explanation.
( this article you are reading is built by the FAQ Builder ) |
What is a Screenshot Walkthrough wizard? |
In addition to providing you with a HTML editor, EBSuite have a special tool to help you build one specific type of KB article: Screenshot Walkthrough.
Please see this dedicated article for an example and explanation. |
Weight the Knowledge articles |
When you have built out an extensive collection of KB articles, each search may turn out many search results. How do you decide which ones show first, and which ones show last? By give each article a weight ( positive integer ).
Please see this dedicated article for more information. There is also a Video Tutorial. |
Portal: two styles of displaying KB articles |
In the Support Portal, there are two styles to display KB articles:
- Table / List View: all KB articles are displayed in one HTML table that looks like a big spreadsheet. ( see Image1.gif below )
- Product Category View: KB articles are organized under the relative product category. ( see Image2.gif below )
You can choose the style under:
( if you have configured Portal Profile ) Account -> Setup -> External Portal -> External Portal Profiles -> Knowledge -> Display ( List View / Product Category )
( If you did not use Portal Profile ) External Site -> Knowledge -> Display ( List View / Product Category ) Image1.gif Image2.gif |
Portal: How do I enable tags? |
In the support portal , Knowledge area, you can display a left side panel to list the KB tags.
Please see this article for more details. |
Portal: How do I attach a survey for each KB article? |
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Portal: How do I get notified when a visitor completes a survey? |
In Account -> Setup -> Solution ( Knowledge ) -> Survey Email Notification |
Portal: How do I know what's going on in the Knowledge area? |
In Knowledge Summary screen, other than the standard summary list view, you should see an [Activities] view. Under this view you can tell how many KB views from the portal by day, how many searches, which articles are viewed, and what search terms are being searched.
Please also see
- blog post
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Portal: How do I configure the KB detail right side panel? |
In External Site -> Knowledge -> KB Detail Sidebar
Please also see
- video tutorial |
Portal: Can I have 'Print this Page' and 'Email a Friend' for a KB article |
Yes, both of these are options available for configuring right side detail panel at External Site -> Knowledge -> KB Detail Sidebar
Please also see
- Portal: How do I configure the KB detail right side panel? |