Let’s be clear: a customer knowledge base is not a landing page full of frequently asked questions.
Sure, FAQs can live in your knowledge base, but they can do so much more than simple Q&A.
A well-crafted Help Center is a strategic asset, propelling your conversion goals by easily guiding customers through the sales funnel.
We’ll walk you through what a knowledge base is, how it can support your bottom line, and everything you need to know to create yours successfully.
Customers love having the power to solve problems independently and on their schedule. That's precisely what a knowledge base delivers.
Your knowledge base isn’t just a static library of articles — it's an interactive portal connecting your customers to sales and customer service. That means making it easy for them to find answers before purchasing and helping them troubleshoot any possible issues afterward.
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Now that we've introduced the concept of a knowledge base, let's dive deeper into how these helpful landing pages can drive revenue by leveling up your customer service game.
90% of consumers worldwide consider issue resolution as their top priority for customer service. And with a knowledge base, you can make their dreams come true with 24/7 self-service support.
Think of a customer knowledge base as your company's information powerhouse that includes helpful articles, FAQs, contact methods, and more ––– all readily available 24/7 for your customers to tap into whenever they need help.
And the magic word that describes why a knowledge base is so powerful? Self-service.
Nail this experience, and your knowledge base will serve as a revenue-driving machine for acquisition- and retention-based goals.
No more waiting in line, playing phone tag, or being told the customer support team is “offline until tomorrow.” As long as customers can easily locate the information they’re after (more on this later), they get an immediate response to their questions.
Your support team deals with a mountain of questions every day:
…These are the classics.
Imagine dramatically cutting down the number of repetitive inquiries your team handles or eliminating them entirely. Your knowledge base can make this happen. By leveraging data to pinpoint the most frequently asked questions, you can create help articles that address these issues and showcase them at the top of your knowledge base.
But how do you identify the most common questions? Two straightforward solutions are already at your fingertips in the Gorgias Helpdesk.
1. Monitor commonly used tags: Tags are labels for categorizing tickets by topic or customer intent. Regularly reviewing tags helps identify common customer inquiries. Generally, the more a tag is used, the greater the need for clarity on that topic.
On Gorgias, navigate to Statistics > Ticket Insights > Tags to see the frequency of tag usage. This view gives you an overview of popular tags. You can adjust the view by filtering by app integration, channel, and date range.
2. Review your intent statistics: Intent Statistics provide valuable insights into why customers contact support. You can understand the primary reasons behind customer queries by analyzing these statistics.
On Gorgias, go to Statistics > Ticket Insights > Intents to review the usage frequency of different customer intents.
This feature provides a clear bar graph view of customer concerns frequently mentioned in messages. You can also change the view using channel and date range filters.
The result: Customers don’t have to search through your articles, and your support team frees up time to focus on providing better customer experiences.
Questions answered, problems solved.
Final tip: To streamline the creation of your Help Center, we created 50+ ready-to-use article templates on key topics like shipping, tracking, account setup, and product details. See the templates here.
Customers browsing your store often need help deciding between options or understanding how your product works. Don’t let them leave with uncertainty.
A knowledge base isn't just for answering questions about shipping or order tracking — it can also function as a personal shopper, guiding customers toward the perfect fit or style.
With Gorgias Convert, you can engage customers at key moments with personalized, persuasive messaging. Offer exactly what they need while they’re viewing a product, such as a helpful guide from your knowledge base that:
Take TUSHY, which highlights an article on their toilet compatibility page when customers show a 30-second delay on their bidet product page.
As another example, if a customer asks, "I have wide feet. Will your shoes fit me?" don’t just respond with a simple "yes." Take it further by sharing helpful links to articles about your shoe size and fit. This approach answers their question and boosts their confidence in purchasing.
Delivering information in a consistent tone across all customer interactions builds trust and leaves a lasting impression. You can easily do this in your knowledge base by staying in line with your brand's tone and style and communicating your company’s values.
Let’s run through an example: Let's say you sell organic skincare products, and you want to use your knowledge base to establish your expertise and the brand values you share with like-minded people.
Health-conscious consumers often have specific concerns about product safety, ingredients, and potential side effects. Your knowledge base is the ideal platform to address these concerns transparently. How?
Explain the benefits of organic ingredients, the absence of harmful chemicals, and how your products contribute to healthier skin.
Proactively addressing these concerns promotes a lifestyle choice centered around happy skin and well-being. Doing so will set you up to be seen as a trustworthy source of information about safe beauty.
Next, we’ll walk you through creating and managing your customer-facing knowledge base.
These initial steps are the foundation of a successful knowledge base, ensuring long-term success.
To lay the groundwork for your knowledge base, you need to know your customers like the back of your hand. A few ways you can kick off this research:
Review key questions and phrases from your previous conversations with customers: Dive into your customer support history, whether it’s through email, live chat, or social media.
Look for recurring questions, common issues, or patterns. For example, those should be high-priority topics if you're constantly fielding inquiries about sizing or return policies.
You can learn these by looking into the reasons for contact with Gorgias. This AI-powered feature identifies a ticket's contact reason from its message content. Reasons could range from cancellations and refunds to shipment issues and feedback. The Contact Reason is conveniently located at the top of each ticket, as shown in the image below.
Use customer satisfaction surveys to discover what burning questions are on your shoppers’ minds: To view satisfaction scores on Gorgias, navigate to Statistics > Support Performance > Satisfaction.
This section provides details on surveys sent, response rates, average ratings, and response distribution over three months. Filter for scores of 3 stars or below. Analyzing lower ratings and their accompanying comments will help you pinpoint the topics your Help Center articles should address.
Any customer data you have available becomes your roadmap to creating valuable knowledge base content.
The research step is crucial, and here’s why: In 2022, Deloitte Digital conducted research with Twilio about the business value of trust. The results showed that when companies make it easy to do business with them, 96% of consumers trust the brand more.
When asked how companies can make it easier to do business with them, customers said the following factors are the most important:
Your knowledge base can help with all three factors. As a result, Deloitte’s research found that customers are more likely to reward that trust by making more frequent and higher-value purchases.
Starting a Help Center can be daunting, especially when you're strapped for time already.
Creating a Help Center involves research, brand consistency, copywriting, and page structure. Luckily, platforms like Gorgias provide templates that eliminate the guesswork and lighten the load.
These ready-to-use templates are crafted from successful Help Centers across various industries, giving you a proven framework to structure your own content confidently.
Your knowledge base isn't just a sidekick. It's a key part of your brand's identity. No matter if a new customer lands on your knowledge base through your main site or via a Google search, it should feel like they're interacting with the same business as they jump between the knowledge base and your main site pages.
That’s why you need to ensure your knowledge base’s branding seamlessly matches your website, creating a cohesive experience for your customers.
A few elements to consider:
Princess Polly’s customer knowledge base ties in all of these elements well. Even though the knowledge base is on a separate subdomain, it doesn’t feel any different from the brand’s main domain from a user’s perspective.
Princess Polly's knowledge base design matches its main homepage, keeping the user experience cohesive.
Platforms like Gorgias allow you to edit fonts, logos, and headers for your Help Center without any coding required. If you're craving more customization, you can dip into HTML and CSS to tailor specific elements.
Remember, the goal here is to make things effortless for your customers. If your knowledge base is a maze of articles without clear categorization, it's not user-friendly — it's a Q&A jungle that nobody wants to venture through.
Organize all your articles with crystal-clear categorization — think "Shipping," "Returns," "Loyalty Program," and "Sizing." Don't forget to add a smart search bar that understands keywords and common phrases to recommend relevant articles.
"We have a great Help Center that attracts tens of thousands of monthly visitors who are then redirected back to the main site and in this circular motion where we don't want those customers to drop off. Two critical aspects drive this success: ensuring accessibility so customers can easily find the answers they need, and providing direct contact options for our team. We don't want you to have to go searching for your answer to the point where you're frustrated and you stop that purchasing experience." —Colin Waters, Leading at The Feed & former Associate Director of Customer Experience at BrüMate
Once you’ve gone through the foundational steps, you can work on taking your knowledge base to the next level. This will enhance customer satisfaction and engagement.
In a world where 65% of customers expect companies to adapt to their changing needs and preferences, proactive customer service is essential. One way you can satisfy this expectation is to use automated and interactive FAQs via chatbot that adjust to customer needs.
For example, with Gorgias Automate, you can use Article Recommendations in Chat to help customers out without live agent help. When they type in the Chat, they'll automatically receive a relevant Help Center article suggestion.
The goal is to answer the customer’s question without having to pull in a support agent.
What if automation doesn’t answer a customers’ question? Glad you asked! At the end of the flow, if the customer still requires help then a ticket is then created for an agent to follow up.
Order tracking is a hot topic for customers, so don't be shy about it. Add more than one CTA that customers can click to track their order without having to get in touch with your team.
Feature an order tracking CTA prominently in your knowledge base's header, via chat, and as a main option on the Help Center page.
See the screenshot from Parade below, for example: This may seem overkill, but we promise it’s not. The data to prove it: merchants who use Gorgias’s automation tools reduce support tickets in their helpdesk by 60%.
When it comes to crafting a comprehensive knowledge base solution, text alone might not always suffice. Customers often prefer visual cues, and research has shown that visual content can significantly improve understanding and retention of information.
Think about any time you’ve built a piece of furniture that you bought online. Those manuals are confusing enough as is — even with the images added to every step. Imagine how much head-scratching you’d be doing if you didn’t have the images to accompany you.
That’s why images, videos, and other iconography are useful to include in your knowledge base, so you can eliminate confusion and boost user confidence.
Check out how Loop uses videos along with written instructions for tutorials:
8) Make contact forms easily accessible
Yes, one of the key objectives of a knowledge base is to empower customers to find answers and solutions independently. However, there will always be situations where customers require personalized support — like when an order arrives damaged, for example.
Integrating contact forms directly into your knowledge base provides a straightforward channel for customers to reach out for assistance. But these inquiries can be difficult to keep up with when you have multiple forms living on various parts of your site.
💡 Tip: Add a “contact us” CTA in your knowledge base. If a customer clicks it, they’re redirected to the main contact page on your website. You can also create a knowledge base form that’s separate to track traffic from the Help Center page alone.
Here’s an example from BrüMate, which features its “contact us” form directly on the Knowledge Base domain:
It’d be nice if you could promptly answer every customer’s question, but sometimes, a self-service knowledge base isn't enough. Unique situations will arise, and that's where the human touch comes in.
A staggering 83% of customers agree that they feel more loyal to brands that respond to and resolve their complaints. So, be prepared to chat live when the need arises.
Concerned about managing live chat support? A few ways to make it easier for strapped CX teams:
Here’s another knowledge base example from Princess Polly, which features a live chat widget on its knowledge base page and highlights key FAQs.
⚡ Key Takeaway: Every customer has a different preference for how they want to be communicated with. It’s important that you offer various methods to satisfy those preferences.
Your knowledge base is an ongoing initiative. As you expand your product line and discover new information, you’re going to want to adapt your knowledge base to continue meeting the needs of your buyers.
So lastly, let’s talk about maintaining and evolving your knowledge base to ensure you continue providing a high-quality and effective experience.
Your knowledge base is an evolving entity. Using analytics to your advantage will help you continue to improve it over time.
Here are a few questions to consider:
Gorgias's cloud-based integration with Google Analytics makes tracking engagement a cinch, helping you uncover the most-viewed questions, peak activity times, and top-clicked links.
Metrics from your analytics tools is helpful but becomes even stronger when you combine it with qualitative data. This type of information has to be collected directly from customers, which you can do via feedback forms.
After each support interaction, simply ask customers how you can improve. Some questions you can ask are:
Did you know your knowledge base can be used as an acquisition tool by driving organic traffic to your website? Optimize it for search engines by framing questions as main headings.
For example, article titles can be formatted like, "What is your return policy?" This way, when potential customers search Google for answers, your article will appear.
When building your knowledge base in Gorgias, you can even customize your meta title and description for an extra SEO boost. Check out ALOHAS’ knowledge base as an example. For customers who search “What is Alohas’ return policy?” in Google, this article will show:
The ALOHAS Help Center is the highlighted result on Google thanks to search engine optimization.
We all know things won’t stay the same forever. Products change, ingredients shift, and branding gets a makeover.
When information changes, It's essential to shift the information in your knowledge base too.
What if you decide to change your shipping policy, so it’s only free after a customer spends $50 versus $25? The last thing you want is an irate customer pointing to an old article that mentions the $25 rule.
This is why you must regularly audit and quality check your articles to ensure they're as recent as possible. Failing to do so can impact customer loyalty.
Now that you have the full scoop on building a successful customer knowledge base, looking at specific examples may help.
Here are a few businesses that have integrated automation, clear categorization, and user-friendly interfaces to empower customers to find answers and solutions efficiently.
BrüMate's Help Center stands out for its customer-centric approach. Here's what makes it effective:
Right at the top of the page, BrüMate addresses two of the most common customer queries: the returns policy and compatibility with their products. This ensures that customers can find answers without scrolling.
Directing customers to the right product
BrüMate goes a step further by offering a personalized product finder quiz. This interactive element helps customers discover the perfect BrüMate product that suits their needs without the hassle of extensive research.
“We’ve started pushing people towards resources that are in our Help Center. We're trying to help our customers self-solve.”
—Colin Waters, leading at The Feed & former Associate Director of Customer Experience at BrüMate
The Help Center features easily accessible header links, including options to track packages and return to the main site. The chat bubble is readily available, and if the customer service team is offline, customers can access helpful articles.
ALOHAS’s Help Center excels in providing quick and convenient access to information. Here's what sets it apart:
Just like BrüMate, ALOHAS prioritizes customer needs by featuring top questions prominently at the top of the page. This means customers don't have to scroll to find answers.
ALOHAS puts its most frequently asked questions about refunds and shipping at the top of its knowledge base.
ALOHAS uses icons effectively for Call to Action (CTA) buttons related to orders, including tracking, returns, cancellations, and reporting issues.
ALOHAS makes it easier to navigate their knowledge base with icons and emojis.
The Help Center is well-organized with clear categorization of articles, making it easy for users to navigate and find relevant information.
ALOHAS' search function is highly effective, pulling relevant information based on key phrases, further enhancing the user experience.
ALOHAS includes a search bar to allow customers to find their specific questions quickly.
LUNO takes a minimalist approach that proves simplicity can be highly effective:
LUNO demonstrates that sometimes less is more. The Help Center is clean and uncluttered, ensuring customers can find what they need without distractions.
LUNO's knowledge base is simple without extra decorative elements like images or icons.
Many articles are dedicated to specific product questions, such as compatibility, user manuals, and repair guides. It serves as a virtual manual for customers.
88% of customers already search your website for some kind of knowledge base or FAQ. It's your chance to transform those searches into conversions.
All of the knowledge base tools mentioned today are available with Gorgias, which you can try for free for 7 days.
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To determine the most relevant knowledge base articles to create, it's crucial to follow a strategic approach. Start by actively listening to customer inquiries, feedback, and pain points, which will help in identifying common questions and issues faced by support agents. Next, leverage analytics tools to analyze customer interactions and pinpoint frequently visited pages or popular topics. Conduct keyword research to gain insights into what your target audience is searching for online, enabling you to optimize articles for search engines effectively. When introducing new products or features, ensure you craft articles that explain how to use them. Additionally, stay vigilant about industry trends and emerging topics, allowing you to create comprehensive articles that address current challenges or provide valuable insights seamlessly.
Effective knowledge base articles should be user-friendly and engaging. Prioritize clarity, use headings and bullet points for structure, maintain a consistent tone, include visuals for better understanding, offer actionable advice, encourage exploration with helpful CTAs, and incorporate relevant keywords for improved search engine visibility.
The Gorgias Help Center emerges as a leading choice for knowledge base software, boasting several notable advantages. It provides user-friendly templates, streamlining the knowledge base creation process. With extensive customization options, you can tailor your knowledge base to align perfectly with your brand identity. Gorgias also offers automation features, including automated and interactive FAQs, which elevate the customer experience. Additionally, seamless integrations with various tools and platforms facilitate the efficient delivery of essential information.
The frequency of knowledge base updates can vary, but it's crucial to maintain relevancy. We suggest you conduct periodic audits, such as quarterly or semi-annually, to identify outdated or inaccurate content.