Overview
Your customer service representatives can create different solutions
that could be of interest outside your organization. Certain profiles
such as the standard Solution Manager profile can review, publish
and include a solution in the public knowledge base which can
be accessed from your organization’s web site.
Using HTML code generated by Salesboom, you can add a search
box to your web site allowing your visitors to access reviewed,
published and publicly available solutions.
Solutions can be answers to your customers frequently asked questions
without having to contact your customer support representatives.
To access the public knowledge base, your customers are not required
to log in, and they can only search for solutions, not submit
cases, unless you have a web capture tool for cases setup already.
Note: The search box and button are displayed in a frame; your
website must support frames in order for the solution search feature
to work.
To manage the public Knowledge Base:
- Click Control Panel | Public
Knowledge Base | Manage public Knowledge
Base.
- Type in the URL for the image you would like to use.
- Type in a text message in the Primary Text field.
- Type in a secondary text message in the Secondary Text
field.
- Specify a width for your search box.
- Specify how many results to show per result’s
page.
- Click the Generate HTML button.
- You can see the HTML code now. Click Highlight
Text to highlight the HTML code.
- Move your mouse over the highlighted text, Right
Click and select Copy.
- Now place this HTML code on your site, and your public
knowledge base is ready.
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Adding
solutions to the Public Knowledge Base
In order to make a solution available in the public knowledge
base and accessible by your web site visitors, a solution must
be reviewed, published and included in the public knowledge base.
To include a solution in the public Knowledge Base either when
you create or edit a solution:
- Add a check mark to the Published check box.
- Make sure that the Status is set to Reviewed.
- Add a check mark to the Add to Public Knowledge Base
check box.
- Click Save.
- Your solution is now available in the public knowledge
base.
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