Skip to main content Enter
ERP.AI Knowledge Base Platform

Knowledge Base Platform

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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

Start now
Pricing Frequently asked questions Get started
Build with Proto

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.
Sign in
Sign in Start now
Knowledge Base Platform Processes
Support knowledge to observed outcome4 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

Support knowledge to observed outcome

Promote reusable support answers and measure complete customer reading windows.

4 stages · 0 approvals

Roles and responsibilities

Support Agent KB Manager Author and KB Manager System 1 Propose thereusable answer Articles 2 Maintain thepublished answer BrokenLinks 3 Observe thecustomer window DeflectionEvents 4 Read theoperational result DeflectionEvents
  1. Step 1Propose the reusable answer
    My DraftsDraft
    Article NumberTitleCategoryDraft Created At
  2. Step 2Maintain the published answer
    Open Broken LinksOpen
    ArticleArticle VersionURLFailure Reason
    Forbidden403
  3. Step 3Observe the customer window
    Self-Service ObservationPendingOutcome
    Event IDArticle VersionObservation StartObservation End
Red diamonds require approval.Rows show responsibility for each step.

Process steps

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

01Propose the reusable answer02Maintain the published answer03Observe the customer window04Read the operational result

Propose the reusable answer

An authenticated eligible external Helpdesk resolution proposes one draft using SourceSystem, ExternalTicketID and SourceEventKey. Remove customer-specific private material before publication review. Resolve the current authorized Author principal; a support agent without Author permission receives no automatic role grant, and missing mapping stays a manager-assignment exception. The draft keeps structured external references; this app owns no Tickets table and does not edit the Helpdesk ticket. The candidate must complete ordinary review and publishing.

Responsible
Support Agent
Records
ArticlesAuthorsTemplates
Effect
Create one attributed draft from an authenticated external source
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
Article authoring →

Maintain the published answer

The scanner inspects published snapshots and records version/URL/scan identity once. Only approved public HTTP(S) targets may be probed; reject private-network destinations, credentials, unsafe protocols and redirects into restricted addresses. Bounded timeout/failure observations do not prove permanent breakage. A successful later probe resolves the observed issue, while an author's edit takes effect only after the replacement version is approved and published. KB Manager may suppress a known issue with a reason, preserving evidence.

Responsible
Author and KB Manager
Records
BrokenLinksArticlesArticleVersions
Effect
Record version-specific link evidence and reviewed corrections
Open Broken LinksBrokenLinks
Open
ArticleArticle VersionURLFailure ReasonDetected At
ART-56116AV-3936URL-478NotFound40407 Sep
ART-26592AV-4734URL-794Forbidden40325 Sep
ART-92716AV-9189URL-113ServerError5xx11 Sep
ART-12085AV-8787URL-987Timeout21 Sep
ART-64189AV-7888URL-729DNSFail22 Sep
ART-71522AV-1913URL-536Other26 Sep
Knowledge maintenance →

Observe the customer window

For a permitted correlated customer session, the first eligible article read anchors one ObservationKey/window and exact version. Agent/widget use and anonymous or unlinked sessions are separate usage signals, not customer deflection. A verified same-session ticket event within the configured window records TicketCreatedAnyway with external ID. NoTicketObserved requires a closed window and authenticated complete connector watermark through ObservationEnd plus the declared lag. Missing coverage becomes Unknown, never success. Replay cannot create another event or overwrite a confirmed ticket. Report NoTicketObserved/(NoTicketObserved+TicketCreatedAnyway) only for complete resolved windows; show PendingOutcome/Unknown separately and make no causal claim that an article avoided a ticket.

Responsible
KB Manager
Records
DeflectionEventsArticleViewsArticleVersions
Effect
Classify complete correlated observation windows without causal claims
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
Helpdesk and insights →

Read the operational result

Review complete observation windows alongside search effectiveness, helpfulness, lifecycle time and author contributions. Unknown integration coverage and pending windows remain explicit. Agent/widget article use is a separate population. A customer reading several articles in one window creates one anchored observation rather than several credited successes. Repeated ticket events keep their original identity and cannot rewrite a confirmed ticket-created result.

Responsible
KB Manager
Records
DeflectionEventsSearchQueriesArticleFeedbackArticleReviewRoundsAuthorContributions
Effect
Explain the observed outcome and its limitations
Approvals and exception handling

0 approvals required in this process

  • External ticket identifiers never become a local Tickets ownership claim.
  • Promotion grants no new author roleStill needs ordinary publication review.
  • A no-ticket result requires a complete source watermark through the window and lag.
  • Report unknown coverage separately; no causal ticket-saving or ROI claim.

When the process needs attention

  • exception Propose the reusable answer

    Resolve the current authorized Author principal; a support agent without Author permission receives no automatic role grant, and missing mapping stays a manager-assignment exception.

  • reject Maintain the published answer

    Only approved public HTTP(S) targets may be probed; reject private-network destinations, credentials, unsafe protocols and redirects into restricted addresses.

Records and postings

StageRecordsEffect
1 Propose the reusable answer ArticlesAuthorsTemplates Create one attributed draft from an authenticated external source
2 Maintain the published answer BrokenLinksArticlesArticleVersions Record version-specific link evidence and reviewed corrections
3 Observe the customer window DeflectionEventsArticleViewsArticleVersions Classify complete correlated observation windows without causal claims
4 Read the operational result DeflectionEventsSearchQueriesArticleFeedbackArticleReviewRoundsAuthorContributions Explain the observed outcome and its limitations
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

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

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

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

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

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

Broken-Link Health

Open BrokenLinks per Article and per Owner, with StatusCode breakdown (404 / 403 / 5xx / Timeout / DNS) and average detected-to-resolved time. The compliance-and-quality hygiene report.

Open Broken LinksBrokenLinks
Open
ArticleArticle VersionURLFailure ReasonDetected At
ART-56116AV-3936URL-478NotFound40407 Sep
ART-26592AV-4734URL-794Forbidden40325 Sep
ART-92716AV-9189URL-113ServerError5xx11 Sep
ART-12085AV-8787URL-987Timeout21 Sep
ART-64189AV-7888URL-729DNSFail22 Sep
ART-71522AV-1913URL-536Other26 Sep
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 › support knowledge to observed outcome · propose the reusable answer on Articles, Authors, Templates ✓ An authenticated eligible external Helpdesk resolution proposes one draft using SourceSystem, ExternalTicketID and SourceEventKey. › support knowledge to observed outcome · maintain the published answer on BrokenLinks, Articles, ArticleVersions ✓ The scanner inspects published snapshots and records version/URL/scan identity once. › support knowledge to observed outcome · observe the customer window on DeflectionEvents, ArticleViews, ArticleVersions ✓ For a permitted correlated customer session, the first eligible article read anchors one ObservationKey/window and exact version. › support knowledge to observed outcome · read the operational result on DeflectionEvents, SearchQueries, ArticleFeedback, ArticleReviewRounds, AuthorContributions ✓ Review complete observation windows alongside search effectiveness, helpfulness, lifecycle time and author contributions.

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

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

ERP•AI workspace

Start now Knowledge Base Platform

Create your ERP.AI account and get started with Proto.

Start now Download agent
Previous · process 3 of 4Content gap to reviewed updateNext · IndustriesSoftware and SaaS teams

Customize Support knowledge to observed outcome. With Proto, your desktop AI agent.

Ask Proto to help you customize Knowledge Base Platform.

Customize
Support knowledge to observed outcome.
Ask: “Plan this process around my team.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
macOSWindowsLinux

Bring your first idea to Proto.

Keep this page open while you install Proto. Connect your account and model, then paste this into a new chat.

AI usage is paid separately. You can edit the prompt before copying.

ERP.AI

Business apps and the Proto desktop agent.

  • Business Apps
  • Proto
  • Workflows
  • Headless SaaS
  • Enterprise
  • Pricing
  • Contact
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
© 2026 ERP•AI. All rights reserved.
System status

Your Privacy, Your Choice

We use essential cookies to run the site and optional cookies for features, analytics, and relevant content. See Cookie policy

Manage Your Cookie Preferences

We use cookies to enhance your experience, analyze site traffic, and serve relevant content. By clicking "Accept All," you agree to our use of cookies. You can customize your preferences at any time.

Learn more about how we use cookies

These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.

These cookies enable additional features that enhance your experience, such as live chat, video playback, personalized content recommendations, and remembering user preferences.

These cookies help us understand how visitors interact with our site by collecting anonymous usage data. This allows us to measure performance, detect issues, and continuously improve the user experience.

These cookies allow us and advertising partners, including X, to deliver ads tailored to your interests. They track browsing habits across sites to provide relevant advertising and measure ad effectiveness.