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- Knowledge Base Builder
- Get started
Get Knowledge Base Builder running in four steps.
Prepare a first article cycle with your service team.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Knowledge Base Builder. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Knowledge Base Builder in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open Knowledge Base Builder in ERP.AI. Use Proto to configure the people, permissions and records for your support team. Choose who owns the first service, who writes guidance and who makes the publication decision.
Prepare the first operating cycle
Select a recurring question from a real service. Bring in its service owner and representative incident or request records. Have the Knowledge Editor write an answer with a clear title, category, body and owner. Let the Article Reviewer read it as a new agent would. After the decision, ask the service desk to use the published article and submit feedback when a step needs clarification.
Review before release
Check that the article’s owner, status and publication date make sense together. Rehearse a return from Review to Draft and a revision prompted by feedback. Confirm that the support case keeps its own status and history while the article changes. Add further services once the team can maintain this first answer in ordinary work.
Set up Knowledge Base Builder your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.