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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
Review and publishing2 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

Review and publishing

Approve the exact article revision and publish a frozen version.

Pending SME ReviewsArticleApprovalSteps
Approve technical review waits for the subject matter expert
Article authoringReview and publishingSearch and self-serviceContent gaps and feedbackKnowledge maintenanceHelpdesk and insights
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.

Records in this module
  • ArticleReviewRounds
  • ArticleApprovalSteps
  • ArticleVersions
  • ArticleVersionDiffs
  • PublishedTags
  • PublishedLinks
  • PublishedMedia
  • Articles
  • ReadingTime

Give reviewers a stable packet

Submission captures the article revision, complete content hash, review policy and required reviewers. The assigned Subject Matter Expert checks technical accuracy. Compliance review is added when the configured policy requires it, including relevant public policy or reference content. A reviewer works on the exact packet assigned to them, not whichever draft happens to exist when they open the page.

Required review steps cannot be skipped. The author cannot approve their own submission by switching to another role, and KB Manager cannot replace a missing specialist decision with a general approval. If a required reviewer is unavailable or unresolved, the team must assign an eligible person under the policy before the article can progress.

Make requested changes start a fresh round

A reviewer can approve the assigned step or request changes with an explanation. Requested changes return the article to the author and cancel the unfinished decisions from that round. Resubmission creates a fresh packet with its own revision and reviewer set. The earlier decision remains in the history but does not approve the changed answer.

This rule also covers tags, audience, links and attachments. A media file cannot be replaced after review while leaving the surrounding article text unchanged. An approval made against an old hash or a completed review round is rejected. The lifecycle view helps KB Manager distinguish an article waiting for a specialist from one returned for an author’s changes.

Publish once and preserve what was live

When all current required reviews are complete, KB Manager can publish the approved revision. Publishing freezes the article body, title, summary, tags, related targets and media manifest together. It also records the version difference and reading time. The previous published snapshot is superseded only as the new one becomes current, so readers do not receive a partially updated answer.

A repeated publish command returns the existing version. Draft edits cannot later change published media bytes or searchable tags. Withdrawal removes the current answer from readers, search and media delivery while retaining its history for authorized staff. Current category restrictions still apply to an older snapshot, so an answer moved under an internal-only area cannot remain public through a cached link. These controls make publication a clear, traceable outcome rather than a label on a mutable draft.

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 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

Stale-Article Health

Articles with ReviewDueDate in the past, by Owner and Category, plus HelpfulRatio drift vs. last-reviewed snapshot. Drives the weekly stale-article review.

Article Review CalendarArticles
Live
Article NumberTitleOwnerLast Reviewed AtReview Due Date
ART-86318Draft art-405ATH-144420 Sep24 Sep
ART-57896InReview art-696ATH-960621 Sep24 Sep
ART-49903ChangesRequested art-119ATH-218015 Sep18 Sep
ART-23854Approved art-872ATH-173712 Sep20 Sep
ART-21601Published art-318ATH-367609 Sep15 Sep
ART-25225Archived art-963ATH-639429 Sep08 Oct

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
Subject Matter Expert

Checks assigned submitted articles for technical accuracy.

Permissions and records
  • View the exact assigned current ArticleReviewRounds packet
  • Decide own required SME ArticleApprovalSteps with a current revision/hash
  • Request changes with a reason
  • Read permitted published library
  • ArticleReviewRounds
  • ArticleApprovalSteps
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 and records
  • View exact assigned current ArticleReviewRounds
  • Decide own required compliance ArticleApprovalSteps
  • Request changes with reason
  • Read permitted published library
  • ArticleReviewRounds
  • ArticleApprovalSteps
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.

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
  • PublishedTags
  • PublishedLinks
  • PublishedMedia
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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