When to Use Custom Knowledge
Custom knowledge is ideal for:Creating Articles
1
Navigate to Custom Knowledge
Go to Train → Knowledge and select the Custom Knowledge tab.
2
Click Create Article
Click Create Article to open the editor.
3
Enter Title
Write a clear, searchable title:
- Good: “How to reset your password”
- Good: “Refund policy for subscriptions”
- Avoid: “FAQ 1”, “Info”
4
Write Content
Use the rich text editor to write your article.
5
Add Tags
Assign tags to organize and control access.
6
Save
Click Save to publish the article.
Writing Effective Articles
Structure
Organize content for easy scanning:Writing Tips
Be direct:To request a refund, go to Account Settings → Billing → Request Refund.Use the customer’s language:
“Can’t log in” → Write about “login problems”, not just “authentication”Include edge cases:
What if they can’t access their email? Provide alternatives.Add context:
Explain why, not just how: “We require identity verification to protect your account.”
Rich Text Formatting
The editor supports:Tagging Articles
Tags help organize knowledge and control agent access.Adding Tags
- In the article editor, find the Tags field
- Select existing tags or create new ones
- Save the article
Common Tagging Strategies
Managing Articles
Editing
- Click on an article to open it
- Make changes in the editor
- Click Save
Archiving
To remove an article without deleting:- Open the article
- Click Archive
- Article is hidden but preserved
Deleting
To permanently delete:- Open the article
- Click Delete
- Confirm deletion
Version History
Track changes over time:- Open an article
- Click History
- View previous versions and who made changes
Creating from Gaps
The fastest way to fill knowledge gaps:- Go to Train → Knowledge → Gaps
- Find a gap you want to address
- Click Create Article
- The question is pre-filled as a starting point
- Write the answer and save
Next Steps
Knowledge Gaps
Find questions to answer
Knowledge Tags
Organize with tags