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Installing the Knowledge Capture app

Jennifer Rowe
  • Edited
Zendesk Documentation Team

Suite allall plans

The Knowledge Capture app enables agents to:

  • Search the help center without leaving the ticket
  • Insert links to relevant help center articles in ticket comments
  • Add inline feedback to existing articles that need updates
  • Create new articles while answering tickets, using a pre-defined template
The Knowledge Capture app appears in the editor toolbar in tickets by default. It might appear in the editor toolbar in tickets, in the Apps panel in the sidebar, or in both locations, depending on how it's set up.
Note: If you're using the Agent Workspace, for searching and linking, you can use knowledge in the context panel (you don't have to install the app). If you do not see the see the Knowledge Capture app in any of the above mentioned locations, or you want to use the Agent Workspace for article flagging and article creation, then an admin must manually install the app.

The Knowledge Capture app is available in the Zendesk Marketplace if it does not appear in Support (see Opening the Knowledge Capture app) or if you need to install it again for some reason. You must be a Support admin to install apps in Support.

To install the Knowledge Capture app

  1. In Zendesk Support, select Admin > Apps > Marketplace, then find the Knowledge Capture app and click the icon.

    Alternatively, go directly to https://www.zendesk.com/apps/support/knowledge-capture.

  2. Click Install.
  3. On the Installation page, enter a new Title, if you'd like.
  4. Select or deselect any of the app settings, as needed:
    • Allow agents to create new articles enables agents to use the app to create new articles using a pre-defined template, see Creating articles.
    • Allow agents to flag articles enables agents to use the app to identify existing articles that need updates and add inline comments, see Flagging articles.
    • Show in ticket editor shows the app in the ticket editor. You can choose to display the app in both the editor and the apps panel.

      For tickets from social channels or markdown tickets where the rich text editor is not available, the app will be available in the sidebar app location.

    • Show in the Apps panel shows the app in the apps panel in the ticket sidebar.
    • Auto-select brand for search enables the app to search the help center of the brand set on the ticket. When deselected, the app searches the help center based on the agent's last selected brand in the Knowledge Capture app.
  5. Click Enable role restrictions if you'd like to limit app access to specific roles, then select a role.

    You can select multiple roles.

  6. Click Enable group restrictions if you'd like to limit app access to specific groups, then select a group.

    You can select multiple groups.

  7. Click Install.

    The Knowledge Capture app is added. To start using the app, see Opening the Knowledge Capture app.

For information about using the Knowledge Capture app, see:

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35 Comments

  • Kelsey Greenawalt

    Hi Jennifer--I signed our organization up for this early access program and we are looking forward to using it. Do you know when I can expect to be added to the program and be able to install the app? Thank you!

    1
  • Jennifer Rowe
    Zendesk Documentation Team

    Hi Kelsey!

    Thanks for your interest and for signing up! I am not sure of the timeline for adding more accounts to the early access program. I'll check with the product manager and find out!

    0
  • Stéphanie Motta

    + 1 on looking forward on using it! 

    0
  • Stéphanie Motta

    Hi Jennifer!

    I just got the access to the program and that was quick! Cheers for that.

    I still have a question. Is that so far only available in English?

     

    1
  • Deepa Daniels

    Hi Stephanie, 

    Currently you can only search for articles in the same locale as your Help Center. This means, that you cannot use the app to search for any translations other than the default locale for your Help Center.

    Learn more and participate in the beta community here. 

    0
  • Ramon Martínez

    Hi!

    We just got access to the EAP. I can't seem to figure out how to install the app. Is it in the marketplace?

    Best,

    0
  • Jennifer Rowe
    • Edited
    Zendesk Documentation Team

    Hi Ramon,

    Sorry about that. The instructions were accidentally overwritten. They are in the article now.

    Here is the info you're looking for:

     

    1. In Zendesk Support, click the Admin icon () in the sidebar, then select Apps > Manage.
    2. Remove /manage from the URL.

      The URL should look something like this: https://yoursubdomain.zendesk.com/agent/admin/apps

    3. Click the Zendesk Apps Beta section on the right or Search.

     

    Hope that helps! 

    -1
  • Thomas Joussot

    Hi there,

    How does this new app differ from both Answer Suggestion & Ticket to Help Center apps ?

    Thanks for your time !

    0
  • Kunal Pathak

    How do I get list of Tickets where Article is Linked? What kind of different reports/views can be made for tracking the use of Articles and Tickets with/without articles linked?

     

    1
  • Kalle Windefalk

    I love this app. 

    I would love it even more if I could paste the guides "inline" in the ticket. =)

    1
  • Kirsten Flores

    I'm trying to access the link for "edit the Knowledge Capture app settings" (https://support.zendesk.com/hc/en-us/articles/360000654228) in step 5, but I am getting a message that I'm not authorized to view the article. Any ideas why I would be able to read this article but not the linked article?

    0
  • Jennifer Rowe
    Zendesk Documentation Team

    Oops, sorry about that! It's fixed now.

    Please try again, Kirsten. Thanks!

    0
  • Kirsten Flores

    Jennifer - it works now. Thanks!

    0
  • Darren Stagnaro

    +1 to Kalle Windefalk comment. Our use of the knowledge base is internal only, meaning we'd like to insert the actual text of the article and not a link. I thought this was possible with Knowledge Capture App but I guess not. 

    Does anyone have an alternative solution to simply copying and pasting text?

    0
  • Jim Stalder

    The Knowledge Capture apps seems to bring our Zendesk users in Internet Explorer v11 to a halt.   Opening up a ticket takes several seconds and the entire system freezes during that time - basically making it unusable.   

    Users of Chrome are working OK. 

    We've had to disable the app due to the complaints from agents.

    0
  • Janine Driessen

    Hi, 

    Does KCA only work for ticket titles or can it also read text bodies? 

     

    Thanks 

    0
  • Nicole Saunders
    Zendesk Community Team

    Hi Janine -

    The KC App searches the ticket description, which includes the subject and the first comment.

    Hope that answers your question, but let us know if not.

    0
  • Janine Driessen

    Hi Nicole,

     

    Not really. We have a lot of tickets with the same subject (namely: ticket form). It looks like KC app only sees the subject and not the different first comments (otherwise it would have given different results, right?)

    Let me know if my question is clear enough :) 

    Janine 

    0
  • Nicole Saunders
    Zendesk Community Team

    Hey Janine -

    Which Guide plan are you on? One of my colleagues just pointed out that on Guide Lite, the search results are pre-populated based on a search of the ticket subject. Whereas on Professional and Enterprise, the search results are pre-populated with Answer Bot-powered article suggestions, based on the requester's most recent comment.

    0
  • Janine Driessen

    Hello @Nicole, we are on Guide Legacy. 

     

     

    0
  • Nicole Saunders
    Zendesk Community Team

    Hey Janine -

    Do you also have Answer Bot enabled?

    0
  • Janine Driessen

    Hi Nicole,

    No we have not. At the moment our Zendesk HelpCenter (Guide) is also not live yet, does that have anything to do with the fact that it only search within ticket titles? Thanks. 

    0
  • Nicole Saunders
    Zendesk Community Team

    Hey Janine -

    Yep, both of those factors would impact this functionality. You need a live HC in order for Answer Bot to be operational, and Answer Bot is what powers the article suggestions based on comments.

    0
  • Janine Driessen

    Thank you, than we will wait for the HC to be live :)

    Do you have more information about if this will work for our legacy pack? 

    0
  • Nicole Saunders
    Zendesk Community Team

    Hi Janine,

    I believe it should work. I pulled the following from the article Understanding Answer Bot (for Administrators):

    "In order to use Answer Bot, you must meet the following requirements:

    • Be a subscriber to Guide Legacy or Professional
    • Have an active Help Center with at least 10 English-, Spanish-, Portuguese-, French-, Dutch- or German-language articles
    • Be set up to receive English-, Spanish-, or Portuguese-, French-, or German-language tickets"

    and the KC App is available for every plan except Guide Lite. So it should all work once you get everything up and running!

    0
  • Nigel Dalton Brown

    Hi hope you can help. 

    Am trying to set up templates for Guide and have just tried to add Knowledge capture. I've added my zendesk domain and then when I click "Login" nothing happens. Presume I'm doing something wrong?

    I'm on Guide Legacy.

    Thanks

    Nigel db

    0
  • Brett Bowser
    Zendesk Community Team

    Hey Nigel,

    Apologies for the delayed response on this post!

    I did want to inform you that this issue has been resolved by our internal team.

    Let us know if you continue experiencing issues with the app :)

    0
  • Mary Paez

    Is there any way to Send a feedback notifcation to the author of an article?

     

    Right now the Knowledge Capture feedback mechanism opens a new ticket on the system.  The notification gets sent to the knowledge Manager who has to foward the notification to the author of the actual article in question.

     

    Is there anyway to modify this so that the notification is sent to the AUTHOR of the article who is the INTENDED audience anyway.  The middleman is not needed and should not have to use time to forward every message to the correct author.  

     

    See post.

    0
  • Brett Bowser
    Zendesk Community Team

    Hi Mary,

    There's no way to set up the app so that feedback is automatically sent to the author of the article. I see you already created a feedback post and definitely appreciate you providing a link here to provide visibility :)

    I'll pass this feedback along to the appropriate team for review.

    Cheers!

    0
  • Mary Paez

    The interesting thing is that ZD knows the article in question and the AUTHOR since it appears in the notification email.  So, wouldn't it be pretty easy to add this ability?

     

    0

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