erxes plugin
Knowledge base
erxes logo
Made by Erxes

The Knowledge Base helps you to create solutions to common issues, product or feature documentation, FAQ's and much more for your customers, leads, and employees to learn and be educated.

$5per month
📝
DESCRIPTION

Types of knowledge articles can include solutions to common issues, product or feature documentation, FAQ's and much more. By creating a community of loyal users who are willing to give their opinion, you can find out more about their needs and expectations. Articles can address any number of issues your customers encounter.

BENEFITS

Help your customers with a fully-functional Internal Knowledge Base that they can use to solve problems. Make it easy for your customers to learn how to use your product with erxes Knowledge Base! Scale your customer support without increasing the costs.

73%

Of people prefer self-service support over waiting for a reply.

89%

Of millennials use a search engine to find answers before calling to get customer service.

57X

Of calls come from customers who visited the company’s website first.

What can you build with erxes Knowledge Base?

Product Help Docs

Build a world-class, self-service knowledge base for your SaaS products.

Technical Documentation

Create how-to guides, tutorials, reference docs, system docs, and release notes.

Online User Guides

Replace offline, static, PDF user guides with guides you can always keep up-to-date.

FAQs

Build FAQ pages that constantly require adding or updating Questions & Answers.

Internal knowledge base

Build a private, login required, documentation for employees or clients.

Standard Operating Procedures

Build SOP’s like employee handbooks or sales/marketing playbook.

FEATURES

KNOWLEDGE BASE

Instantly create an Internal Knowledge Base for your Customer and Employees (accessed either publicly or privately).

CLIENT PORTAL

An easy-to-use client portal can make your business grow by mapping the journey of your customers from lead to loyal customers.

CUSTOMIZABLE HELP CENTER

Build a public help center that matches the design of your brand for your clients and customers to know about your products and services better.

WEBSITE

A simplified site for content consumers, with a state-of-the-art search and optimized for reading on any device.

WIDGET FOR LIVE CHAT

No more jumping back and forth. Connect with LiveChat to send articles directly from KnowledgeBase to chat and place FAQs ready to get access.

KNOWLEDGE BASE CAMPAIGN

Build employee handbooks or sales/marketing playbooks for your employee to be on board without confusion and complication.

Erxes Knowledge Base in action with its possibilities

Take a look at what erxes Knowledge Base sites can have.

  • Forms
  • Calendar
  • Picture
⚙️
HOW TO SET UP

The Knowledge Base plugin is available at erxes marketplace for all users when you get started with erxes. It comes for free as it’s one of the core plugins erxes provides.

⚙️ Self-hosted client, please go to the plugin installation documentation to install the Knowledge Base plugin after installing the erxes XOS.

‍💻  SaaS clients, when you sign-up for the erxes Knowledge Base plugin, will be there already, so just follow this guideline to get started with this plugin.

Prerequisite.

Before you start creating your messenger, you need to make sure you have created your brands & channels

To efficiently manage your customer communications when you have several brands and team units like departments or products/services operating in your organization, you need to create brands and channels dedicated to those separate units.

  • Brands are usually linked to the source of communication channels dedicated to products and services.
  • Channels are usually linked to group team members dedicated to the particular channels like Sales, Marketing, etc.

To create brands

To create channels

infoCAUTION

You can manage your team members to access customer communication within permitted brands and channels.

📙
PLUGIN TUTORIAL

The Knowledge Base can be found on the left-hand side of the screen when you enter erxes. By selecting the pin, you will be able to place the sign on the plugins bar visible

Step one. Plan your knowledge base structure

This sounds simple enough but usually requires the most amount of thought. What are your Knowledge Base goals? Do you want to increase lead generation, onboard and educate new clients, promote a new product or service, publicize a webinar, or just stay in touch with your inactive customers? You should visit our blog post to learn about different use cases of Knowledge Base. You also need to consider where you plan to place this Knowledge Base.

Step two. Add categories 

Step three. Create a knowledge base article

Step four. Place your Knowledge Base script code 

Using Script Installation you can place your written Knowledge Base to your targetted place. erxes Knowledge Base can be placed on:

  • Subpage on your website
  • erxes Messenger to be placed on your website, mobile application, or software for your clients and leads. 
  • Dedicated client portal for your employee or clients.

Now that you’re already created your Knowledge Base, please go to the following use cases to learn more about how you can Knowledge Base.

✌️ Enjoy your journey with the Knowledge Base plugin!