Article Insights and Knowledge Base Dashboard
Organizations have recognized the importance of knowledge base management in providing customer support. They are now known to help customers find solutions to problems on their own and set the stage for ticket deflection. However, for implementing one of the best knowledge base you need to track certain vital metrics that will help you to anticipate if things are going as intended.
Zoho Desk provides you with key insights into exactly how your customers use the knowledge base articles when they access your web portal. Here are the two important components you should be keeping an eye on:
- Article Insights
- Knowledge Base Dashboard
Article Insights
The article insights will let you know, how useful your customers find the articles in their web portal. Here are some metrics that you can track from the Insights section:
- Number of Views - This is also called impressions. It tells you how many times an article has been viewed by your customers in the web portal. When this number is high, it is either that your customers find the article useful or it is the most prevalent issue that needs to be addressed.
- Likes & Dislikes - It shows the number of likes and dislikes that were received in your article. The more the likes outweigh the dislikes, the more satisfied are your customers with the solution; the more the dislikes outweigh the likes, the least useful was the solution provided.
- Comments - Customers can leave their comment in your articles. It may be a bouquet or a brick bat, but they often help enhance the article by providing additional ideas that weren’t already considered, or by giving feedback if the article motivated them into trying any of the suggestions given.
- Applied to Ticket - This is the number of times your agents have used the article while replying to tickets. Agents while responding to customer tickets, can copy paste an article into their email response. This number can help you track the usage of the suggested articles and know how your agents leverage the power of your knowledge base.
Accessing Article Insights
You can view the insights for each of your published articles in knowledge base. To access insights:
- Click the [Module] Tab from the top bar.( For e.g. Dashboard, Help Center, etc.)
- Select Help Center from the Modules menu.
- In the Help Center Dashboard page, select a section from the left panel and navigate to an article underneath it.
- In the Article Details page, click Insights from the bottom panel to view the insights for that article.
Knowledge Base Dashboard
The knowledge base dashboard provides you with the top-level metrics of all the articles you have published in your help desk. You can track the metrics over different time periods like, a week, a month or over a year. Here are some metrics that you can track from the Dashboard section of your knowledge base:
- Published Articles - The number of articles that were published by your agents over a specific time period. For example, you can view the articles that were published in your knowledge base, during the last month. You can also view a break-up of articles that are new and of those that were edited.
- Votes - The number of upvotes and downvotes that were received for the articles published in your knowledge base. Your customers can cast their vote while reading through the articles in the help center which is considered as an indication of their feedback.
- Comments - Your customers can provide feedback about their support experience by commenting in your articles. The number of comments that were left by your customers are shown in the KBase dashboard.
- Metrics for KBase Reply - This widget will help you track the usage of the knowledge base articles in support tickets. It will display the number of times the KBase articles were applied to tickets vis-à-vis the total number of replies sent from your help desk. The metrics will help you add new articles for customer reported issues and to build on the reliability of the suggested articles.
- Keyword Search Success Ratio - It is quite important to to figure out what search keywords your customers use when they access your help center. If they're not going to get significant results for their target keywords, it will sure be a let down for them. The Keyword Search Success Ratio widget will give you a comprehensive list of the search terms which are popular amongst your customers and those that had failed to fetch any results. You can quickly act on the failed keywords by adding relevant articles for them.
- Trending Articles - Trending Articles will display a list of articles that has for a reason, spiked in popularity over a specific time period. Trending articles can be filtered based on three parameters namely, Upvotes, Downvotes and Usage. Usage refers to the number of times an article has been applied to a ticket.
Accessing Knowledge Base Dashboard
To access the KBase Dashboard:
- Click the [Module] Tab from the top bar.( For e.g. Dashboard, Help Center, etc.)
- Select Help Center from the Modules menu.
You can view the dashboard in the following screen.
Related Articles
Knowledge Base Article Views
Knowledge base in Zoho Desk is the information center for your customers to read through the articles and help themselves with their problems. Help desk administrators and agents who have profile permissions can create or edit articles in your ...
Setting Up Knowledge Base Permissions
Not all solution articles are meant to be shared with your customers or end-users in the help center. That said, you can easily restrict access to specific categories or sections or even to the entire KBase using the granular and the advanced access ...
Organizing your Knowledge base Content
One of the simplest and most overlooked aspects of being organized is getting your knowledge base articles organized. You really have to think about where to put your articles so that they could be easily located by your customers. So you must begin ...
Adding Knowledge Base Owners as Reviewers
Every article published for your customers should be thoroughly vetted to make sure that it is well organized, short but sweet, and provide clear, numbered steps written in a user-friendly tone. You can bring in people who can add their experience ...
Add, Edit and Delete Knowledge base Articles
The Knowledge Base is where the solution articles you create for addressing various issues can be accessed by your customers. You can create articles and group them under custom sections for ease of access. Before you get started with adding ...