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ERP.AI Knowledge Base Platform

Knowledge Base Platform

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Modules

Article authoringTurn a useful answer into a structured draft with the context readers need. Review and publishingApprove the exact article revision and publish a frozen version. Search and self-serviceHelp customers and support agents find the current answer they can access.
Content gaps and feedbackTurn unanswered searches and reader feedback into accountable content work. Knowledge maintenanceKeep review dates and broken-link work visible after publication. Helpdesk and insightsReuse support answers and measure what happened after customers read them.

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Processes

Draft to published answerMove an exact article revision through the required reviews into publication. Search to useful answerDeliver the permitted published answer and capture its actual reading context.
Content gap to reviewed updateTurn search gaps, ratings and overdue review into a published improvement. Support knowledge to observed outcomePromote reusable support answers and measure complete customer reading windows.

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Industries

Software and SaaS teamsKeep setup guides and troubleshooting answers aligned with product changes. Service organizationsGive customers consistent answers while specialists govern accuracy.
Commerce and customer-care teamsHelp customers find product, order and service answers they can use.

Knowledge Base Platform

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Reference

Roles and permissionsSeparate drafting, specialist review, publication and reader access. Reports and analyticsRead content coverage, quality and observed use with the right evidence. Data modelKeep working drafts, exact review rounds and published snapshots distinct.
IntegrationsConnect Helpdesk knowledge, search and media without mixing record ownership. ImplementationConfigure the reader audience, knowledge owners and publishing process. Agent referenceUse Proto to configure article ownership, review policy and self-service access.

Knowledge Base Platform

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Pricing Frequently asked questions Get started
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All systems
Modules
Article authoringTurn a useful answer into a structured draft with the context readers need.Review and publishingApprove the exact article revision and publish a frozen version.Search and self-serviceHelp customers and support agents find the current answer they can access.Content gaps and feedbackTurn unanswered searches and reader feedback into accountable content work.Knowledge maintenanceKeep review dates and broken-link work visible after publication.Helpdesk and insightsReuse support answers and measure what happened after customers read them.
Processes
Draft to published answerMove an exact article revision through the required reviews into publication.Search to useful answerDeliver the permitted published answer and capture its actual reading context.Content gap to reviewed updateTurn search gaps, ratings and overdue review into a published improvement.Support knowledge to observed outcomePromote reusable support answers and measure complete customer reading windows.
Industries
Software and SaaS teamsKeep setup guides and troubleshooting answers aligned with product changes.Service organizationsGive customers consistent answers while specialists govern accuracy.Commerce and customer-care teamsHelp customers find product, order and service answers they can use.
Reference
Roles and permissionsSeparate drafting, specialist review, publication and reader access.Reports and analyticsRead content coverage, quality and observed use with the right evidence.Data modelKeep working drafts, exact review rounds and published snapshots distinct.IntegrationsConnect Helpdesk knowledge, search and media without mixing record ownership.ImplementationConfigure the reader audience, knowledge owners and publishing process.Agent referenceUse Proto to configure article ownership, review policy and self-service access.
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Knowledge Base Platform Industries
Commerce and customer-care teams3 of 3
  • Software and SaaS teams1 of 3
  • Service organizations2 of 3
  • Commerce and customer-care teams3 of 3

Commerce and customer-care teams

Help customers find product, order and service answers they can use.

Typical roles
  • KB Manager
  • Author
  • Support Agent
  • Subject Matter Expert
Also built for
  • Software and SaaS teams
  • Service organizations
  • Commerce and customer-care teams

What changes for this team

configured at rollout

Commerce and customer-care teams need answers that remain useful as products, services and customer questions change. Configure the shared knowledge workflow around the readers, specialists and publication boundaries your team actually owns.

Organize around the customer question

Customers may need product instructions, account help, preparation guidance or a policy explanation. Use clear templates and categories with helpful summaries so readers can choose an answer before opening it. The current published version supplies the search snippet and body, while drafts remain in the author workspace until reviewed.

Keep supporting material reliable

Published attachments, images and related answers form part of the reviewed article. Changing a draft file cannot silently alter a live instruction. Current audience restrictions apply when a reader opens a target, including a formerly public answer moved under an internal area. Withdrawn material is removed from search and direct delivery without deleting its history.

Learn from the missing answer

A no-result query is an observation to investigate, not automatic proof that another article is needed. KB Manager can assign the gap or close irrelevant work with a reason. An internal answer does not resolve a public gap, and an article created from a support resolution must remove customer-specific details before normal specialist review.

Read outcomes honestly

Helpfulness uses the actual version and a declared observation window. Small or absent feedback does not become an invented score. A complete correlated read window can show whether a ticket was observed afterward; a missing event feed remains unknown. Keep those outcomes beside search, content coverage and maintenance work to decide what to improve next.

Question to trusted answer for this team

  1. 01

    Draft the answer

  2. 02

    Review technical accuracy

    Approval required

  3. 03

    Publish the version

    Keep supporting material reliable

  4. 04

    Help customers find it

    Organize around the customer question

  5. 05

    Learn from feedback

    Read outcomes honestly

  6. 06

    Keep it current

    Learn from the missing answer

Same records, same gates. The configuration changes how the process runs for this team.

Workspace previews

Internal Knowledge LibraryArticleVersions
Current
TitleSummaryAudienceContent TypePublished At
Current av-521SMM-721PublicHowTo17 Sep
Current av-768SMM-808InternalOnlyTroubleshooting09 Sep
Current av-552SMM-347PublicReference17 Sep
Current av-756SMM-324InternalOnlyPolicy10 Sep
Current av-242SMM-122PublicFAQ07 Sep
Current av-306SMM-440InternalOnlyReleaseNote17 Sep
Self-Service ObservationDeflectionEvents
OutcomePendingOutcomeNoTicketObservedTicketCreatedAnywayUnknown
Event IDArticle VersionObservation StartObservation EndConnector Coverage
EI-340AV-932512 Sep17 SepComplete
EI-494AV-262623 Sep02 OctIncomplete
EI-351AV-192319 Sep28 SepUnknown
EI-387AV-571120 Sep22 SepComplete
EI-247AV-195810 Sep17 SepIncomplete
EI-807AV-282415 Sep22 SepUnknown
Helpdesk and insights →
My DraftsArticles
YouStatusDraftChangesRequested
Draft
ART-48966Draft art-234
ART-20679Draft art-591
ART-50949Draft art-815
ChangesRequested
ART-57385ChangesRequested art-561
ART-21336ChangesRequested art-335
ART-27086ChangesRequested art-322
Article authoring →

Typical roles

Roles and permissions
KB Manager

Owns knowledge coverage, required review policy and publishing decisions.

Permissions
  • Manage content assignments, Categories, Templates, ContentGaps and KBSettings
  • Submit own draft changes through the same review policy
  • Publish only the exact Approved round
Article LifecycleArticleReviewRounds
StatusInReviewChangesRequestedApprovedPublishedCancelled
InReview
ARR-70096ART-10876800 submitted revision
ARR-88776ART-94034510 submitted revision
ChangesRequested
ARR-60678ART-69976410 submitted revision
Approved
ARR-32321ART-47200700 submitted revision
Published
ARR-73348ART-5059150 submitted revision
Cancelled
ARR-67823ART-80790520 submitted revision
Author

Drafts and maintains assigned knowledge articles.

Permissions
  • Manage own Articles and draft ArticleTags, RelatedArticles and AttachedMedia only while Draft or ChangesRequested
  • Submit or explicitly withdraw own current review round
  • View own assigned comments, gaps and maintenance findings
My DraftsArticles
YouStatusDraftChangesRequested
Draft
ART-48966Draft art-234
ART-20679Draft art-591
ART-50949Draft art-815
ChangesRequested
ART-57385ChangesRequested art-561
ART-21336ChangesRequested art-335
ART-27086ChangesRequested art-322
Support Agent

Searches approved knowledge while helping customers.

Permissions
  • Read current ArticleVersions with allowed public/internal audience and their governed PublishedTags, PublishedLinks and PublishedMedia
  • Submit scoped helpfulness feedback and record widget use
  • Request a Helpdesk resolution promotion
Internal Knowledge LibraryArticleVersions
Current
TitleSummaryAudienceContent TypePublished At
Current av-521SMM-721PublicHowTo17 Sep
Current av-768SMM-808InternalOnlyTroubleshooting09 Sep
Current av-552SMM-347PublicReference17 Sep
Current av-756SMM-324InternalOnlyPolicy10 Sep
Current av-242SMM-122PublicFAQ07 Sep
Current av-306SMM-440InternalOnlyReleaseNote17 Sep
Subject Matter Expert

Checks assigned submitted articles for technical accuracy.

Permissions
  • View the exact assigned current ArticleReviewRounds packet
  • Decide own required SME ArticleApprovalSteps with a current revision/hash
  • Request changes with a reason
Pending SME ReviewsArticleApprovalSteps
PendingSMEYou
  • AAS-30692 ART-10367 430
  • AAS-35098 ART-38889 410
  • AAS-65747 ART-77063 930
  • AAS-32240 ART-28726 720
  • AAS-74123 ART-86847 500
AAS-30692
Article
ART-10367
ReviewRound
ARR-41764
SubmittedRevision
430
Sequence
70
Reviewer
ATH-1630
Status
Pending

Approve technical review waits for the subject matter expert.

Modules

  • My DraftsDraft
    Article NumberTitleCategoryDraft Created At

    Article authoring

    Turn a useful answer into a structured draft with the context readers need.

  • Public Article LibraryCurrent
    TitleSummaryContent TypePublished At
    Troubleshooting

    Search and self-service

    Help customers and support agents find the current answer they can access.

  • Content Gap BoardOpen
    Gap NumberQueryAudience ScopeAssigned To
    Internal

    Content gaps and feedback

    Turn unanswered searches and reader feedback into accountable content work.

  • Pending SME ReviewsPending
    ArticleReview RoundSubmitted RevisionSequence

    Review and publishing

    Approve the exact article revision and publish a frozen version.

  • Self-Service ObservationPendingOutcome
    Event IDArticle VersionObservation StartObservation End

    Helpdesk and insights

    Reuse support answers and measure what happened after customers read them.

  • Article Review CalendarLive
    Article NumberTitleOwnerLast Reviewed At

    Knowledge maintenance

    Keep review dates and broken-link work visible after publication.

Relevant reports

Reports and analytics

Article Engagement

Per Article: ViewCount, unique-Customer reads, HelpfulRatio, average DwellSeconds, feedback-comment volume. Drills Category × ContentType × Owner. Pairs with the Stale-Article queue as the KB Manager's daily landing report.

Top Helpful ArticlesArticles
Livehelpful count > 0
Article NumberTitleOwnerHelpful CountNot Helpful Count
ART-30546Draft art-277ATH-27176434
ART-72404InReview art-771ATH-43536415
ART-22552ChangesRequested art-956ATH-70912030
ART-91378Approved art-900ATH-42939812
ART-59153Published art-512ATH-77885237
ART-83574Archived art-997ATH-91305028

Deflection Rate

Daily / weekly / monthly NoTicketObserved count divided by (NoTicketObserved + TicketCreatedAnyway). Pairs the KB read volume against the Helpdesk ticket-create volume from sessions that touched the KB. An observed session outcome, not a causal ticket-saving or ROI claim. Unknown/incomplete windows are excluded from the resolved rate and reported separately.

Self-Service ObservationDeflectionEvents
OutcomePendingOutcomeNoTicketObservedTicketCreatedAnywayUnknown
Event IDArticle VersionObservation StartObservation EndConnector Coverage
EI-340AV-932512 Sep17 SepComplete
EI-494AV-262623 Sep02 OctIncomplete
EI-351AV-192319 Sep28 SepUnknown
EI-387AV-571120 Sep22 SepComplete
EI-247AV-195810 Sep17 SepIncomplete
EI-807AV-282415 Sep22 SepUnknown

Author Contribution

Per Author: Articles Created, Edited, Reviewed, Approved, Published over a rolling 90-day window, plus average HelpfulRatio of own Published Articles. Drills from Author → Article. Powers the contributor leaderboard.

Author ContributionsAuthorContributions
Article != null
AuthorArticleActionOccurred AtNotes
ATH-9668ART-22326Created26 SepCreated ac-752
ATH-1399ART-63136Edited15 SepEdited ac-310
ATH-7545ART-16088Reviewed11 SepReviewed ac-334
ATH-2670ART-18908Approved19 SepApproved ac-599
ATH-8972ART-98380Published27 SepPublished ac-466
ATH-1995ART-98226Archived08 SepArchived ac-260

Common questions

All questions
Can I edit an article while customers read the current answer?

Yes. The working draft is separate from the current published version. Customers keep the approved answer until the replacement is reviewed and published, unless KB Manager deliberately withdraws it.

Related question
Who approves an article?

The assigned Subject Matter Expert reviews technical accuracy. A separate Compliance Reviewer also decides when the frozen policy requires it. KB Manager publishes only after all current required steps are approved.

Related question
Can customers see internal articles through search or attachments?

No. Search, snippets, direct links, media and related targets apply the same current public/internal restrictions. An internal-only category ancestor cannot be overridden by the article.

Related question
What if an article has no feedback?

Its helpfulness ratio remains unavailable, and it still appears for review when its due date arrives. Low-rating alerts require both the configured threshold and enough observations.

Related question
Does a Helpdesk resolution publish automatically?

No. It can propose one draft with a structured external reference. An eligible author must prepare it, remove customer-specific information and complete the normal review and publishing process.

Related question
Does the self-service report prove tickets were prevented?

No. It reports whether a ticket was observed in a complete correlated reading window. Missing event coverage stays unknown, and agent/widget use is measured separately.

Related question

Other industries

  • Industry

    Software and SaaS teams

    Keep setup guides and troubleshooting answers aligned with product changes.

  • Industry

    Service organizations

    Give customers consistent answers while specialists govern accuracy.

  • This page

    Commerce and customer-care teams

    Help customers find product, order and service answers they can use.

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