The Knowledge Base
The knowledge base holds categorised articles users can read for themselves — how to do something, what a term means, what to do when something goes wrong.
Where to find it
Architect Panel → Help & Support:
- Knowledge Base — categories and their articles
- Manage Articles — the in-application help content
What it is for
Deflecting questions that have a settled answer. Anything asked more than about five times is a candidate: it is a question with a stable answer, and answering it individually each time is work nobody needs to do.
Categories
Organise around what a user is trying to do, not around your internal structure. People search for "change my direct debit", not for "Payments Team procedures". A category tree mirroring your org chart is a category tree nobody navigates.
Writing articles that work
- Title it as the question somebody would ask.
- Answer in the first sentence. Background afterwards, if at all.
- One article, one question. A long article covering six things is found for none of them.
- Say what to do if it does not work — that is usually why they are reading.
Keep it current
A knowledge base decays. An article describing a screen that changed eighteen months ago actively damages trust: the reader concludes the whole thing is unreliable and stops using it, which costs you more than never having written it.
Review on a schedule, and delete rather than leave stale. A smaller accurate knowledge base beats a large decaying one.
Use the questions you actually get
The best source of articles is your own support queue. Where a request could have been answered by an article, write the article and link it in the reply — which both answers this person and prevents the next one.
Worked example
A service desk finds a third of its tickets are three questions: resetting a password, changing bank details, and where to find a statement. Three articles, linked from the portal home page, removed most of that volume within a month — and the team now writes an article whenever a question arrives for the third time.
Recommendations
- Write from real questions, not from what you assume people need.
- Title as the question asked.
- Set a review date on every article and honour it.
- Delete stale content rather than leaving it to mislead.