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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.

Knowledge Base Platform

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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.

Knowledge Base Platform

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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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Pricing Frequently asked questions Get started
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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

Start now
Pricing Frequently asked questions Get started
Build with Proto
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
Service organizations2 of 3
  • Software and SaaS teams1 of 3
  • Service organizations2 of 3
  • Commerce and customer-care teams3 of 3

Service organizations

Give customers consistent answers while specialists govern accuracy.

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

What changes for this team

configured at rollout

Service organizations 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.

Make responsibilities visible

A service help center may cover preparation steps, troubleshooting, policy and frequently asked questions. Templates keep the answer structure consistent while the assigned author supplies the actual operating knowledge. The category owner and current review policy determine which specialist needs to inspect the submitted revision before it can move toward publication.

Review the exact proposal

Changes requested by an SME or required Compliance Reviewer return the article to the author and start a fresh round after revision. A prior approval does not follow a changed audience, attachment or instruction. KB Manager publishes only after the current required decisions are complete, preserving what was live and who reviewed it.

Maintain answers after the launch

Every live article retains its review date, including answers that receive no helpfulness ratings. An unchanged-version review needs a manager confirmation; a changed answer follows publication review. Link-check observations distinguish an actual correction from a temporary external failure and do not declare a draft edit to be a repaired customer experience.

Connect feedback to work

Customer ratings and unanswered searches can create a clear content backlog. Public and internal questions stay separate, and a gap resolves only when its published answer is accessible to that audience. Historical comments and ratings stay with their actual versions, giving the team evidence for improvement without exposing private ticket details in general guidance.

Question to trusted answer for this team

  1. 01

    Draft the answer

    Make responsibilities visible

  2. 02

    Review technical accuracy

    Approval required

    Review the exact proposal

  3. 03

    Publish the version

  4. 04

    Help customers find it

  5. 05

    Learn from feedback

    Connect feedback to work

  6. 06

    Keep it current

    Maintain answers after the launch

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

Workspace previews

Pending SME ReviewsArticleApprovalSteps
Approve technical review waits for the subject matter expert
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.

Review and publishing →
Pending Compliance ReviewsArticleApprovalSteps
Approve compliance review waits for the compliance reviewer
PendingComplianceYou
  • AAS-25749 ART-71499 940
  • AAS-64401 ART-55228 90
  • AAS-79197 ART-34202 820
  • AAS-63635 ART-12290 290
  • AAS-42135 ART-84382 580
AAS-25749
Article
ART-71499
ReviewRound
ARR-16759
SubmittedRevision
940
Sequence
20
Reviewer
ATH-8855
Status
Pending

Approve compliance review waits for the compliance reviewer.

Review and publishing →
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

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
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.

Compliance Reviewer

Checks required assigned content under the configured review policy.

Permissions
  • View exact assigned current ArticleReviewRounds
  • Decide own required compliance ArticleApprovalSteps
  • Request changes with reason
Pending Compliance ReviewsArticleApprovalSteps
PendingComplianceYou
  • AAS-25749 ART-71499 940
  • AAS-64401 ART-55228 90
  • AAS-79197 ART-34202 820
  • AAS-63635 ART-12290 290
  • AAS-42135 ART-84382 580
AAS-25749
Article
ART-71499
ReviewRound
ARR-16759
SubmittedRevision
940
Sequence
20
Reviewer
ATH-8855
Status
Pending

Approve compliance review waits for the compliance reviewer.

Modules

  • My DraftsDraft
    Article NumberTitleCategoryDraft Created At

    Article authoring

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

  • Article Review CalendarLive
    Article NumberTitleOwnerLast Reviewed At

    Knowledge maintenance

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

  • 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.

  • Public Article LibraryCurrent
    TitleSummaryContent TypePublished At
    Troubleshooting

    Search and self-service

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

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

Article Lifecycle

Median days from Draft to Published, time spent in each Status, count of ChangesRequested round-trips per Article. Surfaces authoring-pipeline bottlenecks at the SME and Compliance steps.

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

Content Gaps Funnel

ContentGaps by Status: Open → InProgress → ResolvedArticleCreated / WontFix, with median time-to-resolve and total observed Frequency. Drills from gap to the resolving Article.

Content Gap BoardContentGaps
StatusOpenInProgressResolvedArticleCreatedWontFix
Open
CG-52510QRY-420280 frequency
CG-51226QRY-909540 frequency
InProgress
CG-73244QRY-329570 frequency
CG-69231QRY-734780 frequency
ResolvedArticleCreated
CG-54760QRY-689720 frequency
WontFix
CG-52598QRY-666490 frequency

Common questions

All questions
How do I get started?

Click Start now, then use Proto to configure Knowledge Base Platform for your business. Set your reader audiences, categories, authors and review policy, then publish a reviewed pilot before importing the wider library.

Related question
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 old approvals carry over after a change?

No. Changing a returned or withdrawn packet creates a fresh review round. Decisions bind to the exact revision, including audience, tags, links and media.

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.

  • This page

    Service organizations

    Give customers consistent answers while specialists govern accuracy.

  • Industry

    Commerce and customer-care teams

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

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Previous · industry 1 of 3Software and SaaS teamsNext · industry 3 of 3Commerce and customer-care teams

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