Using Freshdesk, you could set up a KBase for your customers. You could create articles on your KBase and add information which would act as a repository for Self-Service for your end-users.
You would be able to create a new Solution Article on your account from under the Solutions Tab-->New Article. You could also use the drop-down corresponding to the New Article option to create a New Category or New Folder. This would enable you to categorise your Knowledge Base for easy access.
When you are building a knowledge base, you would be creating articles for your clients, agents and sometimes it is for specific companies that you provide premium support for. In such a scenario, you would want to change the access to these articles. We do have a functionality where you could change the visibility of a folder and thereby the articles listed in it.
Please navigate to the solutions tab -> and kindly check the box next to the articles you would want to regroup in terms of access -> choose visibility where you would have four options: All users, logged in users, agents, and select companies. Pick your appropriate choice and categorize them according to your workflow.
You could add images to the content of a solution article, as inline images or as downloadable attachments.
To add an inline image, please click on the "Insert Image" option in the solution article text editor. You could add an image by drag+dropping the image to the "Drop Image" space or by choosing an image by browsing through your system. You could also add a image URL or manage and maintain a repository of images on your Freshdesk Account, from which you could choose.
You could add an attachment to your Solution Article, using the "Attach File" option at the bottom-left of the text editor. This would allow you to browse through your system and attach a file to the Solution Article.
Any email sent to kbase@<yourcompanyname>.freshdesk.com from your agent email address would be created as a draft solution article inside your Freshdesk Account. You can choose to have this email address added as a bcc email if you'd like to have all tickets automatically added to the knowledge base or you can also manually forward the tickets to this email address, which would save them as solution article drafts.
You would be having customers all around the world and our helpdesk does support a global reach to customers in their respective languages. The feature that aids this is called "Multilingual Support" that is available from our Garden plan.
Say, for example, you would want to support articles in Chinese, French, apart from English which is your default/primary portal language. Please navigate to Admin -> General setting Helpdesk where you would see an option called "Setup Multilingual Support" which would allow you to add Chinese and French as well. Next, to these languages, you would have an option called "Hidden on portal" which when clicked upon would make the language visible on the portal.
You would be having customers all around the world and our help desk does support a global reach to customers in their respective languages. This feature that aids this is called "Multilingual Support" that is available from our garden plan.
Please navigate to Admin -> General Settings -> Helpdesk where you would see an option called "Setup Multilingual Support" which would allow you to add supported languages. When you click on manage languages, you would see an eye option which when clicked upon would be visible on the portal. By default, they are hidden.
Freshdesk has 30+ languages for multilingual support. There is no limit on the number of languages for each account.
Once you add supported languages, you would not be able to change your primary language. However, we would be able to change the Primary Language for your account from the backend.
Kindly write to firstname.lastname@example.org about the same and one of our agents would get in contact with you to assist in processing the same.
Please navigate to Admin -> General settings -> Helpdesk -> to add "supported languages" by setting up multilingual support. They are by default hidden from the customer portal.
You can change its visibility clicking on the eye beside each language which would make it visible on the portal.
The users need not be logged in to change the language of the portal. Please navigate to the customer portal as a user to see the dropdown of your languages supported in your helpdesk. When you select from this list, the portal is available in that chosen language.
As of now, there is no feature to restrict this to only logged in users. You could always keep the language hidden by not clicking the eye icon (which makes it visible on the portal) next to it in the Admin -> helpdesk settings -> manage languages.
Please go to Solutions tab -> Click on the category -> open the article which has to be translated where you would see an option called "Show master" on the right end of the header.
When you click on this, the article appears in the primary language next to the space given for you to put down the translated version of the same.
Yes, by default all the four roles in Freshdesk - Account Administrator, Administrator, Supervisor and Agent have the ability to view, edit and create solution articles, by default.
However, if you are on the Estate plan or above, you can create a custom role, under Admin-->Roles and restrict agents from editing/creating solution articles.
This is not available as a report as such, but if you open a solution folder, on the right, you'd be able to view the number of likes, along with the number of views for each solution article.
You can also integrate with Google Analytics to derive these metrics with further details.
While formatting a table, you could make use of the following formatting options.
Adding Table Header
Inserting Rows/Columns - Before/After a selected cell
Resizing Table - Drag to resize the table and its cells
Styling the Table - Dashed Borders, Alternate Rows, No Borders
Styling the Cells - Highlighted, Thick
Merging & Splitting cells - Vertical, Horizontal
Adding Cell Background Color
- Aligning the text - Horizontal, Vertical
In the solution article text editor, you would get the option to customize your articles by editing the HTML source with code formatting and colouring, using the Code View feature. This is a built-in compiler, within the solution article which shows the output of the HTML code directly(on disabling the code view).
Other formatting options include:
Line number on the source code
Search and Replace tags within the code view
Shortcuts: Search - Ctrl+F, Replace - Ctrl+Alt+F
When editing your article, you can add styles such as Grey, Bordered, Spaced or Uppercase to your paragraphs.
Grey - Makes the text appear in grey font.
Bordered - Creates a border around the text in the paragraph.
Spaced - Adds font spacing to the text in the paragraph.
Uppercase - Makes the text appear in uppercase.
You can export the Solution Articles from your Freshdesk account by triggering an account export.
To do this, please navigate to Admin --> Account and click on Export Now. This would send a downloadable link to the registered agent email address, clicking on which would download a folder containing Solutions in XML format, along with other account information.
Please note that only Agents with the 'Account Administrator' role would have access to Account Settings and only these agents would be able to trigger an account export.
In Freshdesk, you would have the option to create multiple portals, from the Estate Plan onwards. Under Admin -->Helpdesk, you would find the option to associate Solution and Forum Categories to specific portals alone, using which you could make the solution articles from that category to be displayed on the corresponding Portal.
Furthermore, the visibility of the articles can be defined on a folder level under the Solutions tab.
Once you have populated your knowledge base articles, you can setup your support portal to "auto-suggest" solutions that are in line with a customers' query(Ticket Subject) when they are submitting a ticket.
If you navigate to Admin --> Portal --> Settings tab, you would see an option called "Auto-suggest solutions while creating a new ticket", available under "User Permissions for portal" --> Who can submit a new ticket on portal.
You could turn this option on and each time when the customer starts submitting a ticket, based on the text added to the Subject, corresponding Solution Articles would be auto-suggested.
You could make the author name to be displayed for each of the Solution Articles, on your Support Portal. To have this done, kindly enable the Show Author Names option under Admin > Portals > click on the Portal name to turn the 'Show Author names' toggle ON.
You have many customers to whom you extend your services and not all of them would be a verified contact on your portal. This is because you would not be sending an automatic email notification which guides them to set up an account. During such an instance, you could send out an activation URL manually from the "Customers" tab or inform them to do a password reset and activate their account.
A recommendation would be to create an article with complete details about how the account creation in freshdesk works along with information about performing a password reset from the portal homepage. This article would have to be visible to all users - the visibility can be changed in article properties by clicking on edit within the article.
When changes are made to the master article in the Solutions tab, please note that you would find an option to "Mark other Translations as outdated" at the right side of this article.
Within the translation, you have the option to make the changes to match the master version and mark the "translation as up to date".
We will be able to import an existing Knowledge Base onto your Freshdesk Account, with either the XML or CSV files of the KBase. Please write to email@example.com with the XML or CSV file of your current Knowledge Base and one of our agents will get in touch with you to check the data and process your import.
To delete a category, folder or article, click on the Edit option next to it and then choose Delete. As a precautionary step, you'd have to type out the name of the item you are looking to delete.
Note: Once solution articles are deleted, we would not be able to retrieve the content.
Please navigate to the Solutions tab -> Click on the category and open the article part of the folder.
Kindly click on Edit within the Article Properties and tick the checkbox next to "Unpublish the article from the portal." This would move the article from the portal and save the content under the draft.
When an article is published, there is a message at the bottom which says "Did you find it helpful?" which is basically a yes or no question. Upon giving a negative feedback, it creates a new ticket within the portal. Feedback on the article is visible in the Feedback section in the specific Article View page.
This way you could resolve these tickets and address the negative feedback as well all from one place.
You can have your customers jump to specific sections in your solution article by adding anchor tags. This can help with quicker user navigation within your articles.
Steps to add an anchor tag:
- Open any article from your Knowledge Base.
- Click on 'Edit' and then click on the 'Code view' option of the article.
- Navigate to the section your anchor should jump to, when clicked. Add an ID in the element for that section, as shown (example: id="anchor" )
- Now, navigate to the first section that your customers would click on, to jump to the section below, select the required phrase (say, 'Jump to Section 2').
- Click on the 'Insert link' button for the selected phrase and in the URL field, enter the # symbol followed by the ID label. Based on our example, it will be #anchor:
- Once you're done, hit Publish.