{"id":20909,"date":"2023-04-19T13:00:51","date_gmt":"2023-04-19T12:00:51","guid":{"rendered":"https:\/\/www.intercom.com\/blog\/?p=20909"},"modified":"2025-01-03T13:27:21","modified_gmt":"2025-01-03T13:27:21","slug":"knowledge-base-best-practices","status":"publish","type":"post","link":"https:\/\/www.intercom.com\/blog\/knowledge-base-best-practices\/","title":{"rendered":"Get ready for AI bots by optimizing your knowledge base"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">A great knowledge base has always been a crucial element of effective, personalized support. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Now, with the advent of AI agents like <\/span><a href=\"https:\/\/www.intercom.com\/blog\/announcing-intercoms-new-ai-chatbot\/\"><span style=\"font-weight: 400;\">Fin<\/span><\/a><span style=\"font-weight: 400;\">, well-structured, comprehensive, up-to-date knowledge bases will be front and center.\u00a0<\/span><\/p>\n<h2 id=\"what-is-a-knowledge-base\"><span style=\"font-weight: 400;\">What is a knowledge base?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A knowledge base, or help center, is a collection of <\/span><a href=\"https:\/\/www.intercom.com\/blog\/help\/en\/articles\/1970126-get-started-with-articles\"><span style=\"font-weight: 400;\">articles<\/span><\/a><span style=\"font-weight: 400;\"> that contain helpful answers, tips, and other important information related to your product or service that customers can easily search from one centralized location.<\/span><\/p>\n<p><a href=\"https:\/\/www.intercom.com\/blog\/announcing-intercoms-new-ai-chatbot\/\"><span style=\"font-weight: 400;\">Fin<\/span><\/a><span style=\"font-weight: 400;\">, Intercom\u2019s AI Agent, can consume all the information in your knowledge base, help center, or any public URL within minutes to immediately offer your customers accurate and trustworthy answers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If your help content is well-written, well-structured, and covers everything you want an AI bot to be able to answer, you\u2019re essentially ready to go. Nevertheless, there are a couple of things you can do to ensure your content is optimized for AI support, both around creating new help content, and optimizing existing content.<\/span><\/p>\n<p class=\"inline-cta-quote\"><a href=\"https:\/\/www.intercom.com\/blog\/fin-ai-chatbot-q-and-a\/\" target=\"_blank\" rel=\"noopener\">Do you have more questions about Fin? Learn more from the topics raised at our recent Q&amp;A session<\/a><\/p>\n<h2 id=\"optimizing-your-knowledge-base-for-ai-support\"><span style=\"font-weight: 400;\">Optimizing your knowledge base for AI support<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">So how do you make sure your knowledge base is ready to work with an AI agent (or chatbot)?\u00a0<\/span><\/p>\n<h2 id=\"1-create-new-content-to-fill-gaps-in-your-knowledge-base\"><span style=\"font-weight: 400;\">1. Create new content to fill gaps in your knowledge base<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Now is the time to audit your help center or knowledge base content. Are there gaps you\u2019ve been meaning to fill, but you just haven\u2019t gotten around to it? To experience the full benefit of an AI tool, it\u2019s important that any solution that can be added to your knowledge base, is.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Our own Support team ran a full audit of more than 700 articles before adding Fin, to ensure all information it accessed would be accurate and up-to-date \u2013 and that any gaps were filled.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you know something inside and out, identifying what others may find confusing can be a challenge. Ask yourself these questions:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Are there trends or patterns among your customer conversations that a help article might address?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Look at your saved replies; are there any that might make sense as a help center article? Even if the content doesn&#8217;t seem substantial enough for its own article, it&#8217;s a good idea to add an FAQ article for short snippets of information that have no other obvious home.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">What questions are making their way through to your support team? Are there incidences where your customers should have been able to self-serve, but the material was unavailable?\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If help articles already exist, do they need to be optimized to prevent customers bypassing them in favor of your team?<\/span><\/li>\n<\/ul>\n<h3>Tips for rapidly producing valuable new help content<\/h3>\n<h4><strong>Create templates for common topics<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">Your support team members shouldn\u2019t have to build every new article from scratch. Building a template for your knowledge base documentation \u2013 even if it\u2019s just a simple sketch or document \u2013 will help your team understand what a successful article should look like, and make production much quicker. A sample template might look something like this:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-20922 aligncenter\" src=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/07\/help-article-template.png\" alt=\"\" width=\"1026\" height=\"1076\" srcset=\"https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/07\/help-article-template.png 1026w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/07\/help-article-template-286x300.png 286w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/07\/help-article-template-768x805.png 768w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/07\/help-article-template-667x700.png 667w, https:\/\/www.intercom.com\/blog\/wp-content\/uploads\/2019\/07\/help-article-template-572x600.png 572w\" sizes=\"auto, (max-width: 1026px) 100vw, 1026px\" \/><\/p>\n<h4><strong>Collaborate with other customer-facing teams<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">It\u2019s important to seek regular feedback from other customer-facing teams to gain critical insights that drive growth and improve your product or service.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reach out to your sales team, and any other team that frequently interacts with your customers, to find out the issues they\u2019re encountering in their interactions. These feedback loops provide additional context on your customers\u2019 issues so you can tailor your solutions to their preferences and needs.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Build a culture of knowledge management across these teams, encouraging them to use the knowledge base as their own support tool, and to flag content that needs updates, improvements, or elaboration.<\/span><\/li>\n<\/ul>\n<h2 id=\"2-optimize-and-update-existing-content\"><span style=\"font-weight: 400;\">2. Optimize and update existing content<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The more simple, straightforward, and comprehensive your articles are, the easier it will be for AI bots like Fin (and your customers) to consume them. If it\u2019s confusing for a human to read, it\u2019ll be confusing for Fin aswell. Focus on:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Simplifying language:<\/b><span style=\"font-weight: 400;\"> Think about how your users frame questions and ensure that the answer is phrased in a relevant and accessible way. Avoid basic \u201cyes\u201d or \u201cno\u201d answers; instead, use full sentences to disambiguate the answer for Fin, and ultimately, for your customers. For example, your customer asks \u201cDo I need to use the original outer shipping box to return an item?\u201d. Instead of saying \u201cno\u201d, say something like \u201cYou can use your own packaging when sending an item back for a return or exchange, no need to save the original shipping<\/span> <span style=\"font-weight: 400;\">box<\/span><i><span style=\"font-weight: 400;\">.<\/span><\/i><span style=\"font-weight: 400;\">\u201d<\/span><\/li>\n<\/ul>\n<div class=\"oembed-wrapper oembed--youtube\"><iframe loading=\"lazy\" title=\"Prepping support content for AI - Avoid ambiguity\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/SgG-T7J_s7Y?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Creating a scannable structure:<\/b><span style=\"font-weight: 400;\"> Structuring your help articles in a more streamlined way not only helps humans, but AI too. Use tables, numbered lists, and bullet points to make it easier for AI bots like Fin to find and provide the answer your customer is looking for.\u00a0<\/span><\/li>\n<\/ul>\n<div class=\"oembed-wrapper oembed--youtube\"><iframe loading=\"lazy\" title=\"Prepping  support content for AI - Use rich formatting\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/4WDWyuktdAI?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<ul>\n<li aria-level=\"1\"><strong>Restating questions:<\/strong> Ensure your help content restates questions \u2013 this helps Fin gather the right information and answer correctly and in context. Think of it as an extra layer of clarity that helps both readers and your AI chatbot.<\/li>\n<\/ul>\n<div class=\"oembed-wrapper oembed--youtube\"><iframe loading=\"lazy\" title=\"Prepping  support content for AI - Restate questions in your answers\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/BetiQe2JcnM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Making sure articles clearly identify who the content is aimed at:<\/b><span style=\"font-weight: 400;\"> If you have a variety of user types, and your help content differs for each one, ensure that each help article includes a clear reference to the type of user the content is geared towards.<\/span><\/li>\n<li aria-level=\"1\"><strong>Adding explanatory text to images or videos:<\/strong> A lot of support content is provided in the form of screenshots or explainer videos \u2013 they&#8217;re great formats for explaining complex instructions. However, AI chatbots are not able to interpret images or videos and deliver the information to customers. So it&#8217;s a good idea to include step-by-step instructions, with clear bullet points and headers, to assist the ingestion of the important material. The help content is also more accessible for visually impaired customers.<\/li>\n<\/ul>\n<div class=\"oembed-wrapper oembed--youtube\"><iframe loading=\"lazy\" title=\"Prepping  support content for AI - Add text explanations to articles with media\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Ic_NnEadSAM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Explaining key terms:<\/b> Explain the meaning of special terms or spell out acronyms the first time you use them, even if you think your audience already knows what they mean.<\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">How to prioritize the most important updates to help center content<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">We get it, things are moving fast. You need a way to prioritize the updates to make your help center as effective as possible, as soon as possible. Here are some tips to help you decide what to address first:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Filter your articles by \u201cLast updated\u201d to find those most likely to contain outdated information.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Identify the high-traffic articles in your knowledge base (based on metrics like views and conversations started from articles), and make them as straightforward and informative as you can.<\/span><\/li>\n<li aria-level=\"1\"><span style=\"font-weight: 400;\">Not all inaccuracies in your knowledge base are created equal. Updating help articles to reflect minor aesthetic edits to your product is less urgent than updating with more major functional or usability changes.<\/span><\/li>\n<\/ul>\n<h2 id=\"the-continuing-importance-of-human-support\"><span style=\"font-weight: 400;\">The continuing importance of human support<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">You don\u2019t need to have a flawlessly optimized help center straight away. We\u2019ve already seen that most customers prefer to self-serve. But it\u2019s important to look after customers who may need (or want) a helping hand, too \u2013 and issues that can\u2019t be resolved by Fin will continue to be passed to a human support rep. In fact, a top tip is to add a help article with all the details your customers might need to get in touch with your team.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While it might seem counter-intuitive, our user testing shows if customers know they can get help from an actual support rep when they need it \u2013 via email, live chat, and so on \u2013 they\u2019re more willing to look for an answer on their own first. This approach reduces conversation volume for support agents so they have the time to provide valuable human support for high-value and complex queries, like billing queries and emotionally-charged complaints.<\/span><\/p>\n<h2 id=\"put-your-best-foot-forward-before-you-bring-ai-on-board\"><span style=\"font-weight: 400;\">Put your best foot forward before you bring AI on board<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">AI bots like Fin work best alongside a knowledge base made up of well-written, well-structured content. This advice will help your team and help center to be ready before you add AI to your support strategy.<\/span><\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>AI bots like Intercom&#8217;s Fin answer customer questions based on the help content in your knowledge base. Here&#8217;s how you can optimize it ahead of Fin&#8217;s release.<\/p>\n","protected":false},"author":553,"featured_media":28882,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"category":[3],"tags":[25174,2808,484,24865],"coauthors":[25183],"class_list":["post-20909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-support","tag-fin","tag-help-center","tag-knowledge-base","tag-self-serve-support"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Optimize Your Knowledge Base For AI Bots<\/title>\n<meta name=\"description\" content=\"AI bots like Intercom&#039;s Fin answer customer questions based on your help content. 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