![]() On this public site, customers can use the search bar to ask questions or explore the folders.ĥ perks of using ScreenSteps for both private and public sites ![]() Ways to use an external knowledge baseĬreate a customer-facing knowledge base so your customers can find the answers to their questions.įor an example of a ScreenSteps customer-facing knowledge base, see Gator’s Help Center. external) knowledge base that allows customers to self-serve their questions. Typically, this is a customer-facing (i.e. Anyone with an internet browser can access your ScreenSteps site and search the information on it. Public knowledge base (no login required)Ī public ScreenSteps site doesn’t require a login. SSO allows your users to use other credentials - like their login from Active Directory, Salesforce, Google - to sign in to ScreenSteps. That way, they don’t need to memorize more passwords. Whenever you have a ScreenSteps site that requires a login, you can set up single sign-on (SSO). white label a knowledge base for a large customer or a knowledge base specific to a product) To create a unique knowledge base for specific audiences (i.e.To create a private knowledge base for your employees.To create a private knowledge base that requires customers to log in.Some ways that you can use an internal knowledge base include: These sites are typically used to provide employees access to your company’s policies and procedures, but they can also be used to support customers. ![]() With a private site, you limit who can access your information. In order to access the information in your knowledge base, your users will need to log into your account. Private knowledge base (login required)Ī private knowledge base is simply a ScreenSteps site that requires a login. You can make the sites private (requiring a login) or public (no login required). When you create these sites, you have two options. Each site is a knowledge base with a custom domain and you can create custom content just for it. Within that account, you can create one or more sites. When you sign up for ScreenSteps, you are signing up for an account. ScreenSteps sites: Private and public knowledge base options Then we’ll go over the advantages of using ScreenSteps for your private and customer-facing knowledge bases. This article will help you choose the right ScreenSteps knowledge base option for your company.īelow, I’ll explain the two options - public or private - available when building your knowledge base account in ScreenSteps. They choose the best solution for their company. Some strictly want to set up an internal knowledge base while others want an external knowledge base or both. Over the past eight years, I’ve worked with multiple ScreenSteps knowledge base customers to organize their accounts. So, you’ve decided it’s time to consider a customer-facing knowledge base. They are used to a Google-esque experience where they can find answers they need at their fingertips. People aren’t as willing to get on the phone to talk to someone. And they’ve done a great job, but you recognize that it’s a changing world. In the past, you’ve relied solely on your customer service team to support customers. When it comes to serving your customers, you like to have options.
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