Skip to guide

Keep your support answers current.

Add website and PDF sources, review their content, and check how they help answer customer questions.

IN THE WORKSPACE

Add and review support knowledge

In Knowledge Base, select Add Knowledge Source, then Website URL. Enter a public support URL and add it to the queue.

Knowledge BaseDemo support workspace
Sources 0Archived 0
RecentIssues

No sources here yet.

0 sources20 / page

No document selected

Select a knowledge source from the sidebar or create a new one to get started.

Use the controls yourself, or watch the cursor.

Example data. These controls demonstrate the Helpdesk workflow without changing your workspace.

Build a reliable starting point.

  1. Gather the policies and help content your team uses most.

  2. Add the sources to Knowledge and review the imported content.

  3. Remove outdated or conflicting guidance.

  4. Test representative questions and inspect the supporting information.

  5. Assign an owner to review changes and maintain the content.

Review as your business changes.

  • Update the source when a policy or process changes. Use revision history, source health, and evaluations to investigate gaps. Keep examples from old conversations separate from current policy.
  • Website sources: Check which pages are included and whether the information is current.
  • PDF sources: Check the version, publication date, and any exceptions the document describes.