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You can use the Knowledge Base Config window to manage KB portals, tags, categories, sections, and questions for KB articles.

You can create multiple KB portals that can be associated with different agent desktops (U-CRM) or accessed by your customers on a website through the web widget.

To create a KB portal:

  1. On the Knowledge Portals tab, click New Knowledge Portal.
    The New Knowledge Portal window appears.

  2. Specify values in the fields as required.

  3. Click Save.
    The KB portal is created, and it appears in the table on the Knowledge Portals tab.

In the Knowledge Base Config window, you can:

  • Modify a portal within the row in the table or by using the Edit iconEdit icon.
  • Copy a portal by using the Copy icon in the row displaying the portal.
  • Delete a portal by using the Delete icon in the row displaying the portal.
  • If you want a portal to be available on a U-CRM agent desktop or a web widget, besides configuring the agent desktop through the Designer tool or configuring the web widget, you must publish the portal. To publish a portal, on the Knowledge Portals tab, in the row displaying the portal, in the PUBLISHED column, select the checkbox.
  • If you want the portal to be available on an agent desktop as an icon or as a separate section, you must add the portal to the agent desktop through the Portal element or the Home Bar element in the Designer tool, respectively. 

The following table describes the fields that appear in the New Knowledge Portal window when creating a KB portal.

SectionFieldDescription
NameName for you to identify the portal.
DescriptionDescription for the portal.
Show resultsin place

Indicates if the articles that are returned when a search is run open in a new tab when they are clicked.

If you select the checkbox, the articles are displayed within the portal.

with highlights

Indicates if the articles that are returned when a search is run are highlighted.

If you select the checkbox, the word or phrase for which you searched is highlighted wherever it appears in the articles.

Home Page OptionsShow top questionsIndicates if top-ranked questions appear on the portal.
Show top contentIndicates if top-ranked articles appear on the portal.
Search acrossPublic articles

Indicates if the articles assigned to the portal are public.

If you select the checkbox, only public articles are assigned to the portal.

Private Articles

Indicates if the articles assigned to the portal are private.

If you select the checkbox, only private articles are assigned to the portal.

Restrict the search to these categoriesCategories to which the articles assigned to the portal are assigned. 
Restrict the search to these sectionsSections to which the articles assigned to the portal are assigned.
Include these search filtersCategory 

Indicates if an option to filter the articles based on a category appears on the portal. 

If you select the checkbox, the Restrict Category drop-down list box appears on the KB portal for filtering.

Section 

Indicates if an option to filter the articles based on a section appears on the portal. 

If you select the checkbox, the Restrict Section drop-down list box appears on the KB portal for filtering.

You can refine the search capability for KB articles by associating them with tags, categories, sections, and questions, all of which you can create through the Settings tab of the Knowledge Base Config window.

You can search for articles based on keywords (tags) that are associated with them. When creating an article, these tags appear as options in the Tag field.

To create a tag:

  1. On the Settings tab, in the Tags section, click New.
    The New tag window appears.
  2. In the Enter a tag name field, enter a name for the tag, and then click Save.
    The tag is created, and it appears in the table in the Tags section.

In the Tags section, you can:

  • Modify the name of a tag within the row in the table.
  • Filter the tags in the table by entering the partial or full name of the tag in the Search tags box.
  • Delete a tag by using the delete icon , which appears when you hover over the row displaying the tag.

You can search for articles based on groups (categories) that are associated with them. When creating an article, these categories appear as options in the Category field.

To create a category:

  1. On the Settings tab, in the Categories section, click New.
    The New category window appears.
  2. In the Enter a category name field, enter a name for the category, and then click Save.
    The category is created, and it appears in the table in the Categories section.

In the Categories section, you can:

  • Modify the name of a category within the row in the table.
  • Filter the categories in the table by entering the partial or full name of the category in the Search categories box.
  • Delete a category by using the delete icon, which appears when you hover over the row displaying the category.

The value in the Order column indicates the position of the category as it appears in the Restrict Category drop-down list box on the KB portal. You can modify the order of a category by using the drag-and-drop operation within the table.

You can search for articles based on category sections that are associated with them. When creating an article, these sections appear as options in the Section field.

To create a section:

  1. On the Settings tab, in the Sections section, in the drop-down list box that appears below the section title, select the category for which you want to create a section.
  2. Click New.
    The New section window appears.
  3. In the Enter a section name field, enter a name for the section, and then click Save.
    The section is created, and it appears in the table in the Sections section.

In the Sections section, you can:

  • Modify the name of a section within the row in the table.
  • Filter the sections in the table by entering the partial or full name of the section in the Search sections box.
  • Delete a section by using the delete icon, which appears when you hover over the row displaying the section.

The value in the Order column indicates the position of the section as it appears in the Restrict Section drop-down list box on the KB portal. You can modify the order of a section by using the drag-and-drop operation within the table.

You can create questions that could be commonly or frequently asked and assign them to articles that contain the answers.

To create a question:

  1. On the Settings tab, in the Questions section, click New.
    The New Question window appears.
  2. Specify values in the following fields:
    • Question: Question to be associated with an article.
    • Answer Article: Article that answers the question.
      The question is created, and it appears in the table in the Questions section.
  • You can use the same article for multiple questions.
  • In the Questions section, you can:
    • Modify the name of a question by using the Edit button.
    • Filter the questions in the table by entering the partial or full name of the question in the Search questions box.
    • Delete a question by using the delete icon, which appears when you hover over the row displaying the question.
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