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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.

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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
Helpdesk and insights6 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

Helpdesk and insights

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

Self-Service ObservationDeflectionEvents
Article authoringReview and publishingSearch and self-serviceContent gaps and feedbackKnowledge maintenanceHelpdesk and insights
OutcomePendingOutcomeNoTicketObservedTicketCreatedAnywayUnknown
Event IDArticle VersionObservation StartObservation EndConnector CoverageOutcome
EI-340AV-932512 Sep17 SepCompletePendingOutcome
EI-494AV-262623 Sep02 OctIncompleteNoTicketObserved
EI-351AV-192319 Sep28 SepUnknownTicketCreatedAnyway
EI-387AV-571120 Sep22 SepCompleteUnknown
EI-247AV-195810 Sep17 SepIncompletePendingOutcome
EI-807AV-282415 Sep22 SepUnknownNoTicketObserved
Records in this module
  • DeflectionEvents
  • ArticleViews
  • SearchQueries
  • SearchClickEvents
  • Articles
  • ArticleVersions
  • Authors
  • AuthorContributions

Promote an answer without publishing a ticket

A resolved Helpdesk interaction can contain knowledge worth reusing. A trusted source event can propose one draft with its external ticket identity and a stable event key. The Helpdesk remains the ticket owner; Knowledge Base Platform does not create a competing ticket table or rewrite the resolution. Repeated promotion events return the original candidate.

The draft still needs an authorized author. A support agent who can resolve tickets does not automatically receive article-authoring permission. Missing author mapping stays visible for KB Manager assignment. Customer-specific details must be removed before the candidate enters ordinary article review, and the eventual public answer should stand on its own without exposing the original customer case.

Separate agent use from customer self-service

The Helpdesk widget can record which published article helped an agent prepare a reply. That is a useful knowledge-use signal, but it is different from a customer reading an answer before creating a ticket. The application keeps those populations separate so a busy agent using the library does not artificially improve the self-service outcome rate.

For a permitted correlated customer session, the first eligible read anchors one observation window and the exact article version. Additional reads in that same window do not each create another success opportunity. Anonymous or unlinked sessions remain outside this correlated outcome measure, while their permitted aggregate usage can still inform article engagement.

Report an observation rather than a causal claim

A verified ticket-creation event within the configured window records that a ticket followed the read. A no-ticket-observed outcome requires the window to close and the connected Helpdesk event feed to confirm complete coverage through the declared lag. If that evidence is missing, the outcome is unknown. A connection outage cannot become a successful self-service result.

Reports show pending and unknown observations separately from completed windows. The resolved rate compares no-ticket-observed with ticket-created outcomes on that same basis; it does not prove that an article prevented a ticket or created financial savings. KB Manager can read this alongside search effectiveness, article helpfulness, review time and contribution history. Keeping each source and observation boundary visible gives the team useful evidence for improvement without inflating the result when customers browse several pages or an integration falls behind.

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.

Reports

All reports

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

Roles and permissions

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
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 and records
  • 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
  • No draft/review/raw telemetry access or automatic Author permission from promotion
  • ArticleVersions
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
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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