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Service Cloud

Knowledge Base

Empower customers to help themselves and agents to work faster.

Knowledge Base

A robust Knowledge Base (KB) deflects support tickets and speeds up resolution times by putting answers at your fingertips.

Features

Article Management

Create, edit, and publish support content.

  • Rich Text Editor: Support for images, videos, and code blocks.
  • Versioning: Track changes and revert to previous versions.
  • Approval Workflow: Drafts must be reviewed by a Subject Matter Expert before publishing.

Customer Portal

Publish a public help center.

  • Search: AI-powered search bar suggests articles as users type.
  • Categories: Organize content by Product, Region, or Topic.
  • Feedback: Users can vote "Helpful" or "Not Helpful" to improve content quality.

Agent Assist

Surface relevant articles directly in the Case Console.

  • Contextual Suggestions: Automatically recommends articles based on the Case Subject.
  • One-Click Email: Insert article links or full text into replies.

Content Strategy

  1. FAQs: Short, Q&A style answers for common problems.
  2. How-to Guides: Step-by-step instructions with screenshots.
  3. Troubleshooting: Decision trees for diagnosing complex issues.
  4. Reference: API docs, glossaries, and policy documents.

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