Write your answers once, find them in seconds
An internal help library your support team writes, organizes, and publishes inside the CRM. Draft an article, file it, publish it, and your agents search across everything the moment a question comes in.
Included on Business and Ultra, on the same record as your tickets. No separate docs tool to buy.
Draft, publish, archive
Every article moves through a clear lifecycle, so the team always knows what is ready and what is still in progress.
- 1DraftRefine it privately, out of the way.
- 2PublishedLive for the team the moment it is ready.
- 3ArchivedRetire stale answers, keep the history.
Organized so it scales
Group articles into categories and subcategories so a new agent can browse the library without knowing exactly what to search for.
- CategoriesTop-level groups that match how your team thinks about the product.
- SubcategoriesNest a level deeper so a large library still navigates easily.
- Tidy as it growsThe hundredth article is as easy to find as the first.
Find the right answer fast
When a customer writes in, an agent searches the whole library and lands on the answer in seconds, not on a guess about who replied last.
- Search across articlesOne search spans the library, no browsing category by category.
- Answer in the momentFind guidance while on the ticket, so replies stay fast and consistent.
- Scales with the libraryMore articles means more answers, not more clutter.
- Account
- Sign-in
- Profile
- Billing
- Reports
- Integrations
- Data
Right there while your agents work a ticket
The knowledge base lives in the same CRM as your tickets, so an agent searches the library and answers without leaving the customer record. Contact, company, history, and answer all in one app.
- Search while on a ticketFind the answer in the same app, no break in focus to switch tools.
- On the same recordThe library sits next to tickets, contacts, and deals. No second tool to sync.
- Public help centerA customer-facing version is on the roadmap. Today the library is internal.
Your knowledge base is isolated to your workspace, and the AI never trains on or keeps your data.
See how we keep your data safeThe knowledge base is on Business and Ultra
Included on Business and Ultra, alongside the ticket queue and customer surveys. Business from $108.33/mo billed annually. No separate docs subscription to buy on top of your CRM.
Every plan starts with a 14-day free trial. Start free, no card needed.
Related Resources
- FeatureCustomer SupportTickets, SLA timers, and surveys on the same record your knowledge base lives on.
- FeatureHelp DeskThe ticket queue an agent answers from these articles, on the same record and support toolkit.
- FeatureSurveysAsk whether an article or a resolution landed with an NPS or rating survey on the same record.
Frequently Asked Questions
Put your answers in one place
An internal knowledge base your team writes, publishes, and searches while working a ticket, included on Business and Ultra.
14-day free trial. Cancel anytime.