You can enable your agents to efficiently assist your customers and the customers to assist themselves by providing them with the Knowledge Base (KB) portal. The KB portal, which is an online library of information about your product and services, provides a centralized database for collecting, organizing, retrieving, and sharing information. The portal stores information in the form of articles, which are either files or web-crawled content (that is, content from integrated websites).
If KB is added to an agent desktop, your agents can attempt to find the information they need to assist their customers by using relevant KB articles.
If KB is added to a web widget, before deciding to chat with an agent, your customers can attempt to find the information they need by using relevant KB articles, which appear as they type their message in the text box of the web widget.
- For information about how to add KB to an agent desktop, see Agent Desktop - Designer Tab.
- For information about how to add KB to a web widget, see Web Widget.
- For information about the roles and permissions associated with SMS, see the User Roles and Permissions section in the Product Documentation Library.
Accessing U-KB
You can access KB by clicking Knowledge Base on the Configure tab. The Knowledge Base section contains the following subsections:
- Config: Enables you to manage KB portals, tags, categories, sections, and questions for KB articles.
- Content Library: Enables you to manage KB articles and associate them with tags, categories, sections, and questions.
- Search: Enables you to preview a KB portal and search for its articles.
- U-KB comes at an additional cost. Contact your Account team to enable this feature.
U-Ticket is bundled along with U-KB.