Quickly Learn about Knowledge Repository

Enterprises can deposit corporate documents in the knowledge repository, empower each employee with knowledge, and help employees grow.

1. Knowledge Repository Overview

In the process of business operation, enterprises will accumulate a lot of knowledge documents, which need to be classified and managed; support customer service staff and engineers for convenient query; at the same time, they also need to open some knowledge documents to end accounts, who can consult and solve problems by themselves; for some knowledge documents dedicated to solving product problems will be linked to products and product failures, and solutions can be quickly located through failure situations.

2. Introduction to Main Capabilities of Knowledge Repository

2.1 Knowledge Repository Data Maintenance

It supports the maintenance of knowledge data according to the tree structure, and can maintain a variety of different knowledge classifications according to the actual business; supports the maintenance of various types of knowledge records, and can maintain text and picture content under the knowledge records, and also supports uploading of attachments.
Knowledge Repository Maintenance Tree Structure
Maintain Text & Images & Attachments

2.2 Knowledge Records Scene Management

In different usage scenarios, different personnel have different requirements for viewing knowledge records. For example, customer service staff need to query service-related data at the customer service workbench, end users need to query some product information on WeChat, web pages and other channels, and engineers You need to view the knowledge records related to maintenance equipment in the APP. The ShareCRM knowledge repository provides scene management capabilities, and users can independently maintain the knowledge classification data in the scene, so as to meet the demands of viewing different data in different scenes. At the same time, it also supports customers to create external use scenarios and view knowledge base data through external links. After maintaining the knowledge classification data in the scene, you can preview the knowledge data.
Scene List
Bind Knowledge Classification in Scenes
Knowledge Repository Data Preview

2.3 Knowledge Recommendation Components

ShareCRM knowledge repository provides knowledge recommendation components, which can be used under any business object. According to the set recommendation rules, employees can view the accurately recommended knowledge data on the details page of the business object to empower each employee.

2.4 Knowledge Repository Watermark Management

In order to ensure the security of the internal knowledge data of the enterprise and prevent employees from leaking enterprise data, the knowledge repository provides the ability to manage watermarks. Users can set the text of the watermark independently, and can also set whether to display the user's name, mobile phone number, password and time information when viewing data by default.
2023-02-16
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