Knowledge Bases

1. Overview

The Knowledge Base Management System is the central hub for creating, editing, categorizing, and managing knowledge bases. It provides tools for publishing, assigning categories, leaving comments, and exporting data for reporting.

2. Navigation

• Path: Dashboard → Contents → Knowledge Base → View All

• Purpose: This section serves as the central hub for all knowledge base-related activities, including creation, editing, categorization, and management.

3. Top Controls

• Add New Knowledge Base: Opens the knowledge base creation dialogue.

• Search & Filter: Quickly locate knowledge bases by title, category, or status.

• Delete Selected:

  • Appears at the top right of the interface.

  • Enabled only when one or more knowledge bases are selected via checkboxes.

  • Remains disabled if no knowledge bases are selected.

4. Export Options

• CSV: For spreadsheet analysis.

• Excel: For detailed reporting and formatting.

• PDF: For sharing or archiving.

5. Table Structure

The knowledge base listing table includes the following elements:

6. Adding a New Knowledge Base

Click Add New Knowledge Base to open the dialogue.

Knowledge Base Creation Dialogue

• Top Left Corner

  • Knowledge Base Title: Enter the title.

    • The Knowledge Base URL is automatically generated.

  • Content Editor: HTML editor for writing and formatting content.

• Right Hand Side

  • Category Selection: Choose categories to organize the knowledge base.

• Search Visibility Settings (Below Categories)

  • Post Title: Define the search engine title.

  • Meta Description: Provide a short summary.

  • Meta Tags: Add relevant keywords.

• Knowledge Base Status

  • Only two choices are available:

    • Published

    • Draft

7. Best Practices

• Always Save/Update before closing the dialog.

• Assign categories for structured content.

• Fill search friendly title, description and tags for better search visibility.

• Confirm Knowledge Base Status before publishing to avoid accidental drafts.

• Use clear, descriptive titles for better navigation.

8. Troubleshooting

• Delete Selected disabled: Ensure checkboxes are ticked.

• Export not working: Check browser pop-up/download permissions.

• Category not saving: Confirm Save/Update was clicked before finalizing.

• Search Visibility fields not saving: Confirm Save/Update was clicked before finalizing.

• Knowledge Base not visible after publish: Verify category assignment and status toggle.

✅ Quick Recap

• Save / Update → Always required.

• Right Panel → Search Visibility Settings, Categories, status.