FAQ Templates & Knowledge base

Key Features

• Create canned answers for commonly used phrases, links, or images and save time without retyping blocks of text.
• Created by Admin role users only for other Admins and Agents.
• Make content available to specific Channels.

Tutorial

Step by Step

1. Login as an administrator
2. Go to the FAQ section
3. Click on ‘+ New Category’ or expand an existing Category.
4. Click on ‘+ New Article’ and pick the type of article you'd like to add:

• Text Article - to add a text-based answer. Enter an Article Title and Answer:

• File Upload - to upload a PDF, CSV, image, doc, etc., choose File Upload, and select one or multiple files to upload:

• Web URL - to enter web pages for the web crawer to find content, enter one or multiple website URLs separated by a new line. Note: this will also find PDFs in files that are linked on the web page: