Log in     Support     Status

Helpdesk knowledge base: The Complete Guide (2023)

by | Apr 14, 2023

Welcome to the ultimate guide to helpdesk knowledge bases! Whether you’re a service desk professional, IT manager, or just beginning your journey into the world of customer service and support, this comprehensive guide will provide you with everything you need to understand how a knowledge base can benefit customers and agents. By the end of this guide, you’ll be an expert in creating, managing, and optimizing a helpdesk knowledge base that will become an invaluable resource for your service desk.

Paper records becoming digitized

Streamline Complex Processes Instantly

Capacity’s AI and automation technology can help:

  • Answer FAQs anytime, anywhere
  • Find relevant documents within seconds
  • Give surveys and collect feedback

So, let’s get started! Here’s everything you need to know about helpdesk knowledge bases.

What is a helpdesk knowledge base?

A helpdesk knowledge base is essential for any organization that aims to provide top-notch customer support. But what is it exactly?

Image explaining the definition of helpdesk knowledge base.

A helpdesk knowledge base is a centralized database where you can store all sorts of information about your product or service. From troubleshooting solutions to FAQs, best practices to manuals, a knowledge base is a go-to resource for your users. Not only does it help your customers solve problems on their own through self-service, but it also reduces your support team’s workload. The beauty of a knowledge base is that it’s accessible 24/7 and from anywhere, so your customers don’t have to wait for business hours to get their answers.

With the proper structure and organization, a knowledge base can be a powerful self-service tool that enhances customer satisfaction and boosts your business’s bottom line.

Image showing benefits of a helpdesk knowledge base.

5 benefits of a knowledge base in the helpdesk

When it comes to customer support, there are many advantages to having a helpdesk knowledge base. Here are five of the most significant benefits:

1. Increased self-service

Customers want instant answers, and most of the time, they want to find the answer themselves. Nearly 70% of customers prefer using self-service support over speaking to a customer service representative. A comprehensive helpdesk knowledge base allows customers to find solutions quickly and easily, reducing the number of support tickets they submit.

2. Proactive support

With a robust knowledge base, you can give users information proactively before they even ask for it – significantly improving their service experience.

In a world where customers have infinite options, customer support can make or break a business. And let’s be real – no one wants a broken business. This is where proactive support comes into play. Think of a helpdesk knowledge base like a superhero anticipating a villain’s next move. But instead of villains, it’s customer problems. Instead of capes, it’s targeted solutions.

By being proactive, customer support teams can solve issues before they reach the customer’s inbox. It’s like preventing a fire before it even starts. Proactive support solves problems faster and shows customers that their issues are important and valued.

3. Cost reduction

In the world of customer support, cost reduction isn’t just a buzzword – it’s a lifeline. Savvy support teams know how to cut costs without sacrificing quality, and in the process, they become even more valuable to their organizations. But why is cost reduction so important? For starters, it frees up resources that can be used to improve the customer experience. By letting AI chatbots handle tier 0 and 1 inquiries, human agents can focus on more strategic, revenue-driving tasks.

illustration of capacity offering a user the choice of "yes" or "no" to the question "would you recommend this product to a friend" as well as a response from capacity saying "great, how would you rate your overall experience with us today" and then four stars out of five selected

Automate Your Work

Capacity’s enterprise AI chatbot can help:

  • Answer FAQs anytime, anywhere
  • Find relevant documents within seconds
  • Give surveys and collect feedback

4. Improved UX

Whether it’s a simple query or a complex issue, the user experience can make or break the brand’s perception. Imagine calling customer support and hearing the dreaded automated voice – “Please hold. Your call is important to us.” Yes, we’ve all been there.

But what if you could send a message and get an accurate response within a few seconds? That’s the power of an improved user experience. It’s the difference between frustration and satisfaction and loyalty and abandonment. A well-structured knowledge base makes it easy for customers to find the information they need quickly and without frustration. Simplifying the user experience is the key to success for any business.

5. Increased Efficiency

Let’s face it – Sometimes contacting customer support is anything but efficient. Long wait times, endless transfers, and convoluted processes can leave even the most laid-back customer ready to throw their computer out the window. A streamlined process can help relieve stress from support teams and customers. Not only does it save time (yours AND your customers’), but it can also improve the overall customer experience.

With a helpdesk knowledge base, you can easily reuse articles and content across different channels, making your support team more efficient.

What is the difference between a helpdesk and a knowledge base?

A helpdesk is an invaluable resource for service desk teams looking to quickly and efficiently address customer queries. With the right helpdesk software, your team can collaborate in real-time with customers, whereas a knowledge base provides self-service access to relevant information.

Let’s break down each a little further:

A helpdesk is a ticketing system that enables teams to receive, track, and manage customer inquiries quickly. A helpdesk typically houses ticket-based systems like email, chat, and phone calls.

A knowledge base is an organized database of information about your product or service. It’s essentially a library full of helpful resources designed to help your customers and support teams solve problems more efficiently.

Both the helpdesk and knowledge base are essential for providing quality customer service, but they should be used at different levels of support. For example, a helpdesk is great for answering first-tier inquiries from users, while a knowledge base can provide comprehensive solutions to common questions. An intelligent helpdesk knowledge base solution like Capacity can automatically route tickets and give users instant answers.

Image showing the steps to create a helpdesk knowledge base.

How do I create a knowledge base for my helpdesk?

Creating a knowledge base for your helpdesk is an invaluable way to provide customers with information and solutions quickly and efficiently. Here are the steps you’ll need to take:

1. Define your goals

Take some time to determine your goals for your knowledge base. Consider these questions:

  • Are you looking to improve customer satisfaction, reduce support costs, or increase efficiency?
  • What processes are the most tedious for your support team?
  • What initiatives need the most attention from agents?

Answering these questions will help you create a knowledge base that meets your needs.

2. Gather information

Once you know what kind of information you need, start collecting it. This could include FAQs, product documentation, troubleshooting solutions, and other relevant data.

You can find this information from various sources, such as customer support tickets, user feedback, blog posts, and social media conversations. Make sure to prioritize the most critical data so it’s easy for your customers to find what they need.

3. Organize your content

Now that you have all the information, it’s time to organize it. Create clear categories and subcategories to ensure your knowledge base is easy to navigate. You can also use articles, videos, and images to improve the user experience. The more organized and intuitive your knowledge base is, the better it will be for customers.

4. Write your content

This is where you get to be creative! Make sure your content is detailed yet concise, as well as engaging and informative. Content should help users understand complex topics and solve their problems quickly.

You can also use videos, infographics, and images to make your content even more engaging. This is a great way to provide customers with visual information that’s easy to digest.

5. Design a user-friendly interface

A great knowledge base should be intuitive and easy to use (Similar to Capacity’s knowledge base interface). Create a user-friendly interface that encourages customers to explore your resources.

You can also use animation and interactive elements to engage your knowledge base more. This will help customers quickly find the answers they need, improving their experience with your service.

6. Test & monitor

Once you’ve published your knowledge base, test it to ensure everything works correctly. You’ll also want to monitor its performance over time to ensure it’s providing the best customer experience. Analytic dashboards are your friend here! Using metrics such as page views, search frequency, and customer feedback can help you identify areas that need improvement.

A well-structured knowledge base will give your customers the answers they need quickly and efficiently while freeing up resources for your support team. With the right helpdesk software, you can create a searchable library of helpful information and reduce costs. Now that you have the steps, it’s time to get started!

Image showing helpdesk knowledge base best practices.

Top 10 helpdesk knowledge base best practices

Follow these best practices to ensure your helpdesk knowledge base is successful and efficient:

1. Identify core content: Determine what content is essential for your users and prioritize it in your knowledge base.

2. Establish user-friendly structure: Create categories and subcategories that are easy to navigate and find.

3. Optimize search: Use keywords and phrases that customers would use in their searches, so they can quickly find answers to their questions.

4. Personalize content: Focus on providing personalized solutions for customer needs, preferences, and interests.

5. Monitor performance: Track critical metrics, such as page views, search frequency, conversions, etc., to gauge how well the knowledge base performs.

6. Use technology: Use AI-powered chatbots to automatically answer tier 0 and 1 inquiries so that customer service agents can focus on more pressing matters.

7. Keep content fresh: Ensure your content is up-to-date by routinely reviewing it for accuracy and relevancy.

8. Engage customers: Increase engagement by adding videos, images, infographics, and interactive elements to provide informative visuals in addition to text content.

9. Incorporate feedback: Ask customers what they need from the knowledge base and adjust accordingly.

10. Be proactive: Ensure you’re providing customers with information before they ask for it to exceed their expectations and maintain high customer satisfaction.

By following these helpdesk knowledge base best practices, your team can provide customers with a reliable and efficient self-service experience to meet their needs. With the right software, you can transform your knowledge base into a powerful tool for solving problems quickly and easily.

Image showing the best helpdesk knowledge base software.

Best helpdesk knowledge base software

If you’re looking for the best helpdesk knowledge base software to improve customer service, look no further. The following solutions are trusted by enterprise-level organizations and provide an intuitive user experience:

Capacity

Capacity is an all-in-one AI helpdesk knowledge base software designed to provide teams with an easy and efficient way to manage customer support inquiries. It has a robust AI-powered knowledge base allowing support agents to create, organize, and track content in one centralized location. Capacity helps teams deflect over 90% of support tickets away from agents, saving them valuable time. Plus, you can try Capacity for free!

Paper records becoming digitized

Streamline Complex Processes Instantly

Capacity’s AI and automation technology can help:

  • Answer FAQs anytime, anywhere
  • Find relevant documents within seconds
  • Give surveys and collect feedback

Freshdesk

Freshdesk is a customer service platform with a comprehensive knowledge base feature. Teams can use it to store and organize articles, track user feedback, and provide streamlined customer support.

ServiceNow

ServiceNow is a cloud-based customer service platform that offers a comprehensive knowledge base feature. The feature helps teams organize content, create articles, and manage feedback while providing customers with simple support.

Kayako

Kayako is a customer service platform designed to provide teams with the tools to manage customers seamlessly across multiple channels. The centralized knowledge base helps teams keep track of all their customer inquiries in one secure location.

Ready to automate your helpdesk with an AI-powered knowledge base? Get started with Capacity!

Practical AI: The Capacity for Good, Episode 10

Listen and Subscribe Here In this episode of Practical AI: The Capacity for Good, David Avrin, a Customer Experience Keynote Speaker and Consultant, joins James Diel to reveal the importance of customer retention and how it impacts a company's revenue. They highlight...

Practical AI: The Capacity for Good, Episode 9

Listen and Subscribe Here In this episode of Practical AI: The Capacity for Good, Adrian Swinscoe, an Aspirant Punk at Punk CX, joins James Diel to share his insights on how you can tap into your inner punk spirit to revolutionize your approach to customer experience,...

Practical AI: The Capacity for Good, Episode 8

Listen and Subscribe Here In this episode of Practical AI: The Capacity for Good, David Karandish, Founder and CEO of Capacity, joins James Diel to unveil how AI and automation revolutionize customer service, balancing customer experience and profitability in AI...