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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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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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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 Modules
Article authoring1 of 6
  • Article authoring1 of 6
  • Review and publishing2 of 6
  • Search and self-service3 of 6
  • Content gaps and feedback4 of 6
  • Knowledge maintenance5 of 6
  • Helpdesk and insights6 of 6

Article authoring

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

My DraftsArticles
Article authoringReview and publishingSearch and self-serviceContent gaps and feedbackKnowledge maintenanceHelpdesk and insights
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
Records in this module
  • Articles
  • Authors
  • Templates
  • Categories
  • ArticleTags
  • RelatedArticles
  • AttachedMedia
  • Glossary

Start with the reader's question

A good knowledge article answers a specific question at the moment a reader needs help. Choose a template that fits the task: a how-to, troubleshooting guide, reference, policy, FAQ or release note. The template supplies a structure and required fields while the author supplies the actual product or service knowledge. A title and summary should help the reader decide whether the article answers their question before they open the full page.

Authors can add ordered sections, tags, related answers and supporting media. Image descriptions give readers context when the image is unavailable, and related links can identify prerequisites or the next step. A category places the answer within the help center without giving the author permission to expose an internal topic publicly.

Keep drafts separate from live answers

The working article can change while customers continue to read its last approved published version. Draft tags, attachment changes and revised wording do not appear in search or on a saved public link. That distinction matters when an urgent correction needs careful review: the editing workspace and the live customer answer are separate records of work.

Each edit advances the working revision. Submitting for review locks the complete article, including its tags, related links and media. If the author needs another change, they withdraw the current round or respond to requested changes before editing. A later reviewer cannot accidentally approve a moving target. Reserved article slugs also avoid a collision between two drafts preparing to publish at the same address.

Carry the context into review

The author can explain what changed and why the answer belongs in its chosen category. The review packet retains the exact content and audience being proposed. Required fields, same-tenant references, safe media and image descriptions are checked before that packet is accepted. A missing reviewer or unresolved ownership keeps the article in preparation rather than silently skipping the review.

The application uses US English as its authoritative locale. Translation workflows and language-specific variants need a separate agreed scope; an article template does not imply those features are configured. Before submitting, check a reader’s full path from search title through the answer, attachment and related article. The result should be useful on its own, with no customer-specific ticket details copied into a general help page and no draft material exposed through an attachment URL.

Modules

  • My DraftsDraft
    Article NumberTitleCategoryDraft Created At

    Article authoring

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

  • Pending SME ReviewsPending
    ArticleReview RoundSubmitted RevisionSequence

    Review and publishing

    Approve the exact article revision and publish a frozen version.

  • 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.

  • Article Review CalendarLive
    Article NumberTitleOwnerLast Reviewed At

    Knowledge maintenance

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

  • Self-Service ObservationPendingOutcome
    Event IDArticle VersionObservation StartObservation End

    Helpdesk and insights

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

Roles and permissions

KB Manager

Owns knowledge coverage, required review policy and publishing decisions.

Permissions and records
  • Manage content assignments, Categories, Templates, ContentGaps and KBSettings
  • Submit own draft changes through the same review policy
  • Publish only the exact Approved round
  • Withdraw publication
  • Templates
  • Categories
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 and records
  • 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
  • Read permitted published library
  • Articles
  • ArticleTags
  • RelatedArticles
  • AttachedMedia
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
Customer

Finds and rates current public answers.

Permissions and records
  • Read only current published public projections after same-tenant and ancestor-category checks, including media and related targets
  • Search the same public projection
  • Submit own bounded feedback events
  • No working Articles body, internal snapshots, draft attachments, review packets, raw query/session logs or other customer feedback
  • Articles
Public Article LibraryArticleVersions
CurrentPublic
TitleSummaryContent TypePublished AtReading Minutes
Current av-790SMM-949HowTo05 Sep15
Current av-212SMM-438Troubleshooting10 Sep85
Current av-838SMM-522Reference17 Sep60
Current av-445SMM-960Policy10 Sep80
Current av-887SMM-440FAQ05 Sep120
Current av-374SMM-824ReleaseNote12 Sep55

Related processes

My DraftsDraft
Article NumberTitleCategoryDraft Created At

Draft to published answer

Move an exact article revision through the required reviews into publication.

4 stages · 1 approval

My DraftsDraft
Article NumberTitleCategoryDraft Created At

Search to useful answer

Deliver the permitted published answer and capture its actual reading context.

4 stages · 0 approvals

Content Gap BoardOpen
Gap NumberQueryAudience ScopeAssigned To
Internal

Content gap to reviewed update

Turn search gaps, ratings and overdue review into a published improvement.

4 stages · 1 approval

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