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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

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 Processes
Content gap to reviewed update3 of 4
  • Draft to published answer1 of 4
  • Search to useful answer2 of 4
  • Content gap to reviewed update3 of 4
  • Support knowledge to observed outcome4 of 4

Content gap to reviewed update

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

4 stages · 1 approval

Roles and responsibilities

KB Manager System 1 Triage the gap ContentGaps 2 Check the currentanswer Articles 3 Prepare and reviewthe update Articles 4 Resolve thereader's problem ArticleVersions
  1. Step 1Triage the gap
    Content Gap BoardOpen
    Gap NumberQueryAudience ScopeAssigned To
    Internal
  2. Step 2Check the current answer
    Article Review CalendarLive
    Article NumberTitleOwnerLast Reviewed At
  3. Step 3Prepare and review the update
    Pending SME ReviewsPending
    ArticleReview RoundSubmitted RevisionSequence
  4. Step 4Resolve the reader's problem
    Ready to PublishApproved
    Review NumberArticleSubmitted RevisionSubmitted By
Red diamonds require approval.Rows show responsibility for each step.Dashed lines are records the system creates.

Process steps

Follow the process from start to finish. Select a step to see who acts and what changes.

01Triage the gap02Check the current answer03Prepare and review the update04Resolve the reader's problem

Triage the gap

A verified zero-result search contributes once to the audience-scoped normalized ContentGap. Replayed search events do not inflate Frequency. KB Manager assigns an eligible Author, investigates repeated queries and may close irrelevant gaps as WontFix with a reason. A published answer resolves a gap only when its ResolutionVersion is current and accessible to that gap's audience. Publishing an internal answer cannot close a public search gap. Reopening or a later repeated query retains its observation trail.

Responsible
KB Manager
Records
ContentGapsSearchQueriesAuthors
Effect
Assign a scoped gap or close it with a reason
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
Content gaps and feedback →

Check the current answer

The review calendar uses effective template/default ReviewDueDate for every Live article, including articles with no ratings. Low helpfulness is a separate reason to review and never suppresses overdue maintenance. A changed answer follows a new review/publish round. For an unchanged current version, Author proposes a review-only confirmation; KB Manager validates the same version and records LastReviewedAt, LastReviewDecisionAt, next due date and contribution evidence. Ownership or draft activity alone does not reset review freshness.

Responsible
KB Manager
Records
ArticlesArticleVersionsTemplatesKBSettings
Effect
Review the effective due date and unchanged-version evidence
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
Knowledge maintenance →
Approval required

Prepare and review the update

If the answer changes, create a working revision and submit the complete locked packet. Assigned specialist reviewers check that exact revision, including related links and media. Returned work gets a fresh round after revision. Neither a high gap frequency nor a low rating authorizes bypassing required review. An unchanged-version confirmation cannot become approval of a later edited answer.

Responsible
Author and assigned specialist reviewers
Records
ArticlesArticleReviewRoundsArticleApprovalSteps
Effect
Complete the required review of a proposed improvement
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 →

Resolve the reader's problem

Publish the approved version through KB Manager. Link an exact current ResolutionVersion when closing a content gap and confirm it is available to the gap's audience. An internal article cannot close a public gap, and a draft correction has not yet repaired the customer answer. Keep prior feedback, gap observations and version history so the result can be investigated if the same question returns.

Responsible
KB Manager
Records
ArticleVersionsContentGapsArticleFeedback
Effect
Make the reviewed improvement available to the intended readers
Ready to PublishArticleReviewRounds
Approved
Review NumberArticleSubmitted RevisionSubmitted BySubmitted At
ARR-50518ART-54946400ATH-742505 Sep
ARR-77789ART-74700480ATH-212229 Sep
ARR-35070ART-60165300ATH-154815 Sep
ARR-70001ART-17210830ATH-472511 Sep
ARR-14580ART-20075960ATH-332022 Sep
ARR-90833ART-10496510ATH-656724 Sep
Approvals and controls

1 approval required in this process

  • Prepare and review the update Author and assigned specialist reviewers signs · resolve the reader's problem waitsArticles, ArticleReviewRounds, ArticleApprovalSteps
  • Every live article remains in the review calendarIncluding unrated answers.
  • Public and internal search gaps stay separate.
  • Resolution requires an accessible current published version.
  • Historical ratings remain attached to the version actually read.

Records and postings

StageRecordsEffect
1 Triage the gap ContentGapsSearchQueriesAuthors Assign a scoped gap or close it with a reason
2 Check the current answer ArticlesArticleVersionsTemplatesKBSettings Review the effective due date and unchanged-version evidence
3 Prepare and review the update ArticlesArticleReviewRoundsArticleApprovalSteps Complete the required review of a proposed improvement
4 Resolve the reader's problem ArticleVersionsContentGapsArticleFeedback Make the reviewed improvement available to the intended readers
Data model →

Process 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

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

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

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

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
Run by an agent

Agent support

Proto cannot approve the submitting author's work, skip required specialist review, edit a locked or published snapshot, expose internal content to customers or count incomplete observation windows as successful self-service. Promotion does not grant an author role.

Start now Download agent
# Example after configuration $ curl -fsSL https://www.erp.ai/skill.md | paste into your agent › content gap to reviewed update · triage the gap on ContentGaps, SearchQueries, Authors ✓ A verified zero-result search contributes once to the audience-scoped normalized ContentGap. › content gap to reviewed update · check the current answer on Articles, ArticleVersions, Templates, KBSettings ✓ The review calendar uses effective template/default ReviewDueDate for every Live article, including articles with no ratings. › content gap to reviewed update · prepare and review the update on Articles, ArticleReviewRounds, ArticleApprovalSteps ⏸ approval · waiting for the author and assigned specialist reviewers # 1 more stage after approval: resolve the reader's problem

Other processes

3 more
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

My DraftsDraft
Article NumberTitleCategoryDraft Created At

Support knowledge to observed outcome

Promote reusable support answers and measure complete customer reading windows.

4 stages · 0 approvals

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Previous · process 2 of 4Search to useful answerNext · process 4 of 4Support knowledge to observed outcome

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Content gap to reviewed update.
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