Every company that strives to provide excellent customer service should offer their customers self-service options like a customer portal, knowledge base, robust FAQ library, and community forum. Customers will surely use these tools, appreciate the opportunity to look for information on their own, and take advantage of the possibility to consult with others about issues they may face while using your product or service.
Thanks to a knowledge base and customer portal, users can check pre-existing assets like product articles, tutorials, or technical tips. They can also ask questions using a forum where they can discuss various topics with other users and your company’s representatives.
In this article, we want to discuss the role your representatives play in the daily operations of a knowledge base and customer portal. Their duties should include:
We are well aware that dealing with non-standard questions and cases always requires more work and is trickier than following basic procedures. That’s why we created a few examples of knowledge base answers that your agents can use when answering questions related to a price reduction or increase, discussing negative experiences customers had with your company, or conversations that resulted in conflict between knowledge base users.
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No, there’s no need for your representatives to engage in every conversation or discussion on customer forums or within a knowledge base. A knowledge base is referred to as a “customer self-service tool” for a reason. It should be organized in a way that empowers customers to look for information and educate themselves mostly independently. When they want to consult about something or ask for someone else’s opinion, they can start a thread and interact with other customers or users.
Your representatives should facilitate these processes and engage only when they notice that customers can’t find the information they are looking for, other customers are providing wrong or misleading answers, or if a discussion goes in the wrong direction.
Yes, it’s always a good idea to write down rules or conditions that knowledge base users must follow in order to use the resources and information gathered there. Transparent rules will make it easier for your agents to manage the knowledge base and react to unwanted behavior. And remember that, without proper moderation, a knowledge base or customer portal, like any other resource co-created by users, may quickly become chaotic and turn into an unorganized mass of different threads and discussions.
Clear do’s and don’ts will eliminate the number of cases where your representatives don’t know how to react or are unsure whether they should engage in a discussion, intervene, or not. As a result, your knowledge base will be better organized and easier to use for your customers. You own your company’s knowledge repository, which is why you have the right to impose some regulations and expect customers to obey them.
As mentioned above, you own the knowledge base and let your customers use it, but everything that takes place there should be on your terms. To prevent situations when some customers constantly act in a socially unacceptable way, are rude, or start arguments, create a list of behaviors that won’t be tolerated.
When creating knowledge base terms and conditions (or however you will name that list of do’s and don’ts), highlight specific actions that will result in moderators intervening and, in the most difficult situations, in temporary bans or customers being removed from the forum. Do everything you can to communicate these rules to customers before they start using your knowledge base, then just make sure users follow the rules.
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