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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
Search and self-service3 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

Search and self-service

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

Public Article LibraryArticleVersions
Article authoringReview and publishingSearch and self-serviceContent gaps and feedbackKnowledge maintenanceHelpdesk and insights
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
Records in this module
  • ArticleVersions
  • PublishedTags
  • PublishedLinks
  • PublishedMedia
  • SearchQueries
  • SearchClickEvents
  • ArticleViews
  • Articles
  • Categories

Search the answer customers can read

The help center searches published article versions and their frozen tags. Titles, summaries and snippets come from the same approved answer the reader will open. Working drafts are excluded, even when an existing article is being revised. Customers can browse a clear category structure, search for a question and follow a related answer without needing access to the authoring workspace.

The same rule applies across search, the API, direct links and downloads. A result should never advertise internal content and rely on the next click to hide the body. Current category restrictions apply to every ancestor, and an article cannot override an internal-only parent to become public. Hidden categories also prevent public delivery.

Keep related links and media within scope

A published article may include a prerequisite, a next step or a supporting attachment. Each target is checked against the reader’s current access when it is requested. A target that was public when the article was published can later become restricted, and the old relationship does not preserve access. Published media uses its reviewed immutable content under the same parent-version controls.

Authorized staff can use the internal knowledge library and Helpdesk widget for work that is not intended for customers. That internal search surface does not grant permission to edit articles or inspect review packets. A support agent looking for a useful reply gets approved knowledge, while customer-only readers continue to see the public projection.

Understand the search journey

A recorded search keeps its source, permitted audience and result count. A click records the version actually opened and its position in that result set. The observation helps the team distinguish a query that found nothing from a query whose answer was available but not selected. Repeated event delivery is deduplicated, so a retry does not inflate query or click totals.

Query text and session identifiers are governed telemetry. Personal details are redacted from analytical projections, and ordinary readers cannot browse another customer’s search history. Completed observation windows provide the basis for click and abandonment measures. A content change or new search provider should be checked against the full reading path, including a phone, an internal-only article, a withdrawn version, a related target and an attachment. Useful search depends on both relevance and delivering the answer the reader is actually entitled to see.

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

Search Effectiveness

Median time-to-first-click, zero-result rate, click-through-rate at top-3 / top-5 positions, abandon rate (search with no click). Split by Source (HelpCenterPortal vs. HelpdeskWidget) and ViewerType.

Search No ResultsSearchQueries
ResultCount = 0Recorded
Executed AtQuery NormalizedAudience ScopeSourceViewer Type
13 SepQN-938PublicHelpCenterPortalCustomer
21 SepQN-117InternalHelpdeskWidgetAgent
08 SepQN-104PublicAPIAnonymous
09 SepQN-625InternalHelpCenterPortalCustomer
05 SepQN-611PublicHelpdeskWidgetAgent
24 SepQN-762InternalAPIAnonymous

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
  • 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
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
  • 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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