Creating templates for the Knowledge Capture app (Guide Professional and Enterprise)

Agents can use the Knowledge Capture app to create new articles for Help Center, directly from the Support ticket interface. To do so, you need to create one or more templates for your agents to use to create their new content.

Any article in your Help Center that contains the label KCTemplate is available as a template in the Knowledge Capture app. You can create as many templates as you need. If you have multiple brands, you must create a template in each Help Center.

Here's how it works when an agent uses the app to create new content based on a template:

• Any new article created using a template is a duplicate of the template and does not overwrite the template article.
• All of the template's fields are duplicated for the new article, with two exceptions: the KCTemplate label is removed and the author is set to the user creating the new article.
• All of the template's content is duplicated for the new article except for images or attachments, which are not included in any new article.
• The section where the template is published is retained for the new article. Agents can manually change the section, if they want, to any section where they have permission to publish.

You must install the Knowledge Capture app (see Installing the Knowledge Capture app) and have Guide Professional to create templates and articles using the app. Before you create any Knowledge Capture templates, you might want to plan your workflow for new articles created using the app (see Workflows for created and flagged articles).

To create a template for the Knowledge Capture app

1. Click Articles in the top menu bar, then select Add article.

   Alternatively, you can open an existing article that you want to make a template.

   

2. Enter a Title for your template.

   Think about the types of templates you plan to create and consider including the type in the title. For example, you might want to create a Q&A template and a How To template, and include that in the template title.

3. Enter the headings and content for your template in the body.

   You might want to include headings specific to the type of template you are creating. For example, a Problem/Solution template might include sections for the problem, the conditions, and the steps for the solution.

   Tip: Check out this discussion for template ideas: Do you use a template to author your knowledge base content.
   Do not include images or attachments, as they will not be included in any new article created based on this template.
4. Set the Managed by and Visible to permissions.

   Agents will only be able to use templates where they have management permissions for editing.

5. In Publish in section select a section for the template.

   You might want to create a restricted Help Center section for agents to publish new content, depending on your workflow. Alternatively, you might want agents to create new content as a draft or work in progress.

   New articles based on this template will be created in the section you specify, unless an agent manually changes the section. Agents can create new articles in any section where they have permission (see Allowing agents to add, edit, and delete articles). The template does not restrict agents to publishing in a specific section.

6. Leave the Author as is.

   When an agent creates an article based on this template, the current agent will be set as the author automatically.

7. Add KCTemplate in Label.

   The label will not persist on any new articles created based on the template.

   Important: You must add this label for your article to be treated as a template in the Knowledge Capture app.
8. Click Save.

   Now your template will be available to agents using the Knowledge Capture app to create new articles. For information, see Creating articles with the Knowledge Capture app.