Looking to create a knowledge base and provide 24/7, automated, self-service support for your customers? Well, this post is going to show you how to do just that...and in 7 easy steps.
Customers know that reaching out to a live agent means spending a big chunk of time waiting for a response or explaining their issue. In some cases, they’ll be transferred over and over or told to call back.
That’s the main reason you need to create a knowledge base: because a good part of positive customer experience depends on it.
Here’s a 7-step guide to create a knowledge base with examples to help you kickstart your own project:
What is your knowledge base about? Is it meant to provide information on your product and services for new customers? Is it a support resource for existing customers? Both of those and more?
Find out everything you'll need to know about knowledge bases in this detailed guide.
Determine the purpose of your knowledge base and list some high level goals you want it to achieve.
For example, your knowledge base may need to:
Whatever the purpose, be sure to define your knowledge base to customers, too, so they’ll know what to expect right off the bat.
Even if you're a jack-of-all-trades, it’s unlikely you’ll know how to address every customer query. This is why a collaborative effort across the company (no matter the size) is needed to ensure a comprehensive and accurate knowledge base.
So, it might be useful to set up meetings with people in different customer-facing roles (e.g. customer support, customer success, sales). Ask them what issues keep coming up. Which questions do they get most frequently when talking to customers in sales or customer support calls? And ask for their opinion, too – for example, software engineers who’ve built the product might tell you that some particular functions need to be explained.
To find these answers, data is also your friend. Look into your CRM or other system and scour analytics about interactions with customers. Focus on the most basic issues, the ones that can usually be resolved on the first call – these are the ones suitable for self-service.
This is a process you can repeat to constantly enrich your help center. Use Google Analytics to discover what people are searching for in your site and write articles about the missing terms. If lots of customers are looking for “Why is my credit card rejected” in your search bar, you need to provide answers.
With the information at hand from colleagues and your own experience, you’re well-positioned to structure your knowledge base. This depends on your own categorization of information.
Typically, you’ll want to create different articles for each significant product feature or service and group them accordingly. Also, different actions in the customer journey might require separate articles (e.g. set up an account, proceed to checkout, integrate with other software). Determine the higher level categories first and then break them down into subcategories.
It’s a good idea to identify your Frequently Asked Questions (FAQs). This is a great way for customers to find information fast. List questions ranging from the most basic to more complex.
This is also where design comes into play. The categories shouldn’t just make sense for you, they should make sense for the customer. For example, you may feel that a category about “G Suite integrations” is useful. However, customers might actually tend to search for “Gmail” or “sending an email” and expect to find articles dedicated to this. Use your knowledge about customers to design a structure that will be the most useful for them. For this step, it pays to work closely with a designer.
This step will make or break your knowledge base. Good writing is essential to convey your message and engage readers. Otherwise, customers might get tired of blunt, uninformative language and churn.
So, in order to write effective knowledge base articles articles, you could follow certain rules:
There are a number of things to consider:
Most of these questions will have been answered if you’ve worked with designers since the beginning of the process. If anything remains in terms of design, be sure to bring it up before the landing pages are finalized. For SEO, use tools like Moz, SEMRush, or Ahrefs to find search terms that match the topic of your articles (e.g. “how to create a knowledge base”).
Also, consider how you’ll “distribute” the articles in your knowledge base. For example, with an effective customer support software, you can integrate your help docs into a live chat software. Customers will be able to browse through your articles via the widget that appears on any page they’re on. This is how they can get easy access to information. And, if your knowledge base doesn’t cover them, they can immediately reach out to a live agent from the same widget.
After all the work you’ve put to create a knowledge base, you hope everything will work. Well, sometimes things happen. Some articles may not turn out as well as others, the page structure might confuse some customers, and so on.
So, in order to improve your knowledge base, make sure you gather feedback. Analytics can help: your CRM or support platform can give you insight into which articles are the most helpful. You can do that by implementing customer feedback options from your software.
Set up milestones periodically where you’ll collect all data. Involve your team to brainstorm fixes faster. Apply them and repeat. But the most important thing to remember is to act on feedback you receive; reports show that “79 percent of consumers who shared complaints about poor customer experience online had their complaints ignored.” And that means you risk losing customers to your competitors. Avoid that mistake and beat your competition to the punch.
Your knowledge base is there to provide answers without straining your team. But, even that needs effort to maintain quality and user-friendliness.
Be sure to check about any unannounced changes that happened. Maybe the screenshots you’ve used need to be updated, or a feature you’re describing was discontinued.
Needless to say, when big changes happen (e.g. new pricing plans or new product launch), you need to act as fast as possible to bring your knowledge base up-to-date.
And the ultimate benefit? Customers will love it. Ninety-one percent of them are already sold on self-service via a knowledge base as long as it meets their needs. This is a big opportunity to provide excellent service to the vast majority of your customers and build loyalty to your brand.
So that was seven steps to create a knowledge base from scratch. We hope this gave you everything you need to get started on providing self-service support to your customers.
If you want to skip all the headaches and use a knowledge base software that works...
What did you think? Are you going to create a knowledge base for yourself or use a prebuilt software? Let us know in the comments.
Nikoletta is a Content Specialist at Acquire. She's a writer and editor with an avid interest in data, tech, communication, and the customer journey.