Built-in workflows
Built-in workflows that keep your knowledge current
Review requests so pages do not go stale, must-reads so important pages are read, and Q&A so answers are saved. Ask the agent to set one up from Slack.
Free trial on install. No card needed.
@Kipwise make Refund policy a must-read for the Customer Success team
Assign Refund policy as a must-read to the 6 people in Customer Success?
Assign Refund policy as a must-read to the 6 people in Customer Success?
✓ Approved by Hollie BrandtAssigned. Each person is told, and the page shows who has read it.
Who has not read it yet?
4 of 6 have read Refund policy:
- Not yet: Gus Ferreira, Samuel
@Kipwise ask Declan to review Travel policy every year
Ask Declan Moss to review Travel policy every year?
Ask Declan Moss to review Travel policy every year?
✓ Approved by Gus FerreiraDone. I will remind Declan each year and tell him when a teammate adds a page in that folder.
Sample data
What is built in
- Content review
- Reviewers and a review interval for a page or a folder. Reviewers are reminded, and told when teammates create new content in folders they do not review.
- Must-read with tracking
- Assign a page to named people. They are told, and you see who has read it.
- Q&A
- Ask a teammate when search finds nothing. The answer is saved to Kipwise automatically.
- Inline comments
- Highlight text on a page to mention a teammate and discuss it in place.
- Version history
- Every edit is recorded and revertable.
- AI knowledge suggestions
- The browser extension can suggest relevant pages while your team answers a ticket or an email in apps such as Zendesk, Intercom and Gmail.
Questions
What are the built-in workflows?
Content review, must-reads, internal Q&A, comments and version history. They keep pages current and make sure important pages are read.
How does content review work?
You name reviewers for a page or a folder and a review interval. Reviewers are reminded, and a page shows when it was last approved.
How do I make a page a must-read?
Assign it to named people and see who has read it. In Slack, ask the agent; it shows an Approve card first.
What is the Q&A flow?
When search finds nothing, you can ask a teammate. When they answer, the answer is saved to Kipwise so it can be found next time.
Can the agent set these up?
Yes. Ask it in Slack to assign a must-read or a review. Each one is a change, so it waits for your Approve.