SaaS Knowledge base set up
Lares VA
Luna Aquilina
Last Update 2 months ago
Here is the fast track deal to get your SaaS Professional Knowledge base up and and running and connected in one day.
Added to Ai Assist
- Your complete website
- Up to 500,000 characters of text
- All documents associated with your business
- Visitor Shortcuts
SHOP HERE Your order starts the process
Right click open image in new tab to enlarge
*Email the TAWK Browser name, User name and Password to [email protected] and [email protected] for VA access
STOP and wait for Lares VA to contact you
Step two: The 3 Steps of Support
Professional customised design: Customisation for the the design of your knowledge base to a Brand Bible for all future connected technology.
This will harmonise your branding and make it visually appealing to users includes colours, fonts, layout, look and feel, colour for chat widget & help desk.
A Brand Bible page and a "Buttons " page will be added to help you stay organised:
Harmonise the Categories: to match potential Client Relationship Management (CRM) Custom data fields.
Harmonise the Categories to match QR Site (Progressive Web App) data sources, essential for Push notifications.
Harmonise the Newsletter Categories for future data CRM integrations.
Harmonise the My Most Trusted marketing Categories for future CRM data integrations and Newsletters.
This removes very expensive and time consuming retro fit problems in the future.
Turning on all the functionality:
Enable chat integration: Connect directly to QR Lite or QR Site
Enable Help desk: Connect directly to QR Lite or QR Site
Your office hours
Enable: TAWK help
Enable Raise a Ticket
Enable Ai Assist
Enable Omni channels
Add your website and documents to Ai Assist
Advanced: Additional time required
- Inviting colleagues
- Setting up departments
- Property Members
- Agent Alerts
- Widget behaviour
- Visibility settings
- Data capture
Marketing:
- Explain your admin area within your QR Site for Push notifications to your App Registrants.
- Explain the principle of Newsletters in tandem with Push notifications
- Explain the principle of using My Most Trusted for marketing your business on Linkedin
- How to book future Technical help from the Shop
Promote your knowledge base:
- Connect to Rosie who will distribute Events, News and documents you create throughout all participating QR sites.
- Add your Social media
- Re explain your admin area within your QR Site for Push notifications to App Registrants.
- Refer you if you would like to adopt a CRM and Newsletter
Add article search functionality:
- This will allow users to search for specific keywords or topics and quickly find relevant articles.
- Teach you the fundamentals of using the in built AI to Search Engine Optimise (SEO) your articles
Monitor performance:
- Keep track of the performance of your knowledge base by monitoring metrics such as article views, search queries, and user feedback.
- Use this data to identify areas for improvement and make adjustments to enhance the user experience.
- Understanding the transparency of Maltix using Clockify and Book time
- How to book future Clerical help from the Shop