Sales Inquiries

  • How can agents leverage knowledge to help customers?

    You can use our Knowledge Capture app to leverage your team’s collective knowledge.

    Using the app, agents can:

    • Search the Help Center without leaving the ticket
    • Insert links to relevant Help Center articles in ticket comments
    • Add inline feedback to existing articles that need updates
    • Create new articles while answering tickets using a pre-defined template

    Agents never have to leave the ticket interface to share, flag, or create knowledge, so they can help the customer, while also improving your self-service offerings for other customers.

    To get started, see our Knowledge Capture documentation.

    And before your agents can start creating new knowledge directly from tickets, you’ll need to create a template for them to use. To help you along, we’ve provided some template ideas below. You can copy and paste any sample template below into a new article, add the KCTemplate label to the article, and you’ll be all set.

    Q&A template:

    [Title]

    Question

    write the question here.

    Answer

    write the answer here.

    Solution template:

    [Title]

    Symptoms

    write the symptoms here.

    Resolution

    write the resolution here.

    Cause

    write the cause here.

    How-to template:

    [Title]

    Objective

    write the purpose or task here.

    Procedure

    write the steps here.