Viewing Article History in Knowledge base - New UI

Article Detail View - Comments, Insights, Feedback, History

In the Knowledge Base module, upon clicking an article, the agents or writers enter the article detail view where they can view the:
  1. Comments that help center readers have left on the article (published articles)
  2. List of attachments that are included in the article
  3. Insights like the number of views, likes, and dislikes
  4. Feedback that the help center readers have left on the article
  5. History of actions that have been taken on the article, such as the last published date and last updated by

Notes
Note: For more information on the access settings required, refer to the Managing Access Settings knowledge base.

Article comments 

The comments added to an article by any user from the help center are displayed in the knowledge base module for easy access. The agents can respond to the comments directly from the Comments tab. These comments can also be converted to tickets by the article owner or admin. 
Prerequisites
  1. The agent profile must have the required Knowledge Base permissions enabled to add comments to the articles.
  2. Navigate to the Knowledge Base module > Manage KB > Access Settings, and enable the Allow users to comment on articles option to allow users to add their comments to the articles. 

Attachments  

The attachments added to any article will be displayed in the Attachment tab. 
Notes
Note: The agents with Update or Update All knowledge base permission can add attachments to the articles.  

Insights

The article insights provides information on how useful your customers find the Knowledge Base articles. It provides avenues to understand the effectiveness of the articles in problem solving and make decisions to revamp the content. 


Insights show the following metrics:
Views
Types of views - Views are also referred to as impressions. Views are categorized into three user types:
  1. Agents: The agent view count includes both the total number of article views and the number of agents who viewed the article. The article views of all user profiles, including Admins, Agents, and Light Agents, are combined and displayed collectively under the Agents view. A higher count of 'Agents View' implies that the article is frequently accessed by the internal team, indicating that it contains valuable information to assist customers effectively.
  2. Registered users: Registered users refer to the individuals who have signed in to the Help Center. Monitoring the views from registered users can help you understand how frequently your existing customers or users refer to the article for assistance. High views from this group could indicate that the article addresses common user inquiries or issues.
  3. Anonymous users: Anonymous users are individuals who access your Help Center or Desk portal without creating an account or logging in to Zoho Desk. Tracking the views from anonymous users can provide insights into the needs and interests of the anonymous visitors. More views from this group may indicate that the article is attracting a broader audience or addressing generic issues that most users frequently encounter.
Notes
Note: The view count displays the total number of views in the past two years. Views captured before two years will be moved under the anonymous user count.


Views from different sources

The views are further categorized based on the source. These counts can help the organization assess the most preferred platform by the readers. There are four sources from which an article can be viewed: 
  1. Knowledge base - Only agent views
  2. Help Center
  3. ASAP Web
  4. ASAP SDK
Metrics 
Article metrics gives an overview on the effectiveness of the content, its popularity, and usage by support agents. The data can be used to maintain a relevant Knowledge Base for the effective self-service solutions. 

  1. Likes & Dislikes - The count of likes and dislikes for the article could indicate its popularity. Upon clicking the number, you can see who has liked or disliked the articles. The list of registered users can also be seen.  

  2. Comments - Customers can leave queries, suggestions, and report errors in the article by posting their comments. This provides an opportunity  to enhance the content and keep it up to date. 
  3. Used in Ticket - This count indicates the number of times the agents used the article while replying to tickets. Agents can copy and paste an article directly in their email response while responding to customer tickets. This number can help you track the usage of the suggested articles 
  4. Created by - The name of the agent who created the article, along with the timestamp, is displayed.
  5. Last updated - The name of the agent who updated the article recently, along with the timestamp, is displayed.
  6. Approved by - If the agent added a reviewer to the article, and they approved it, their name is displayed in the approved by section.

Resetting article metrics

Likes, dislikes, and views offer valuable insights into an article's effectiveness, clarity, and popularity. These metrics enable organizations to assess how useful and engaging the content is, helping them improve and stay relevant.  

Based on this data, an organization can decide to revise the existing content, change certain sections, and add or remove a section from the article that most readers have raised a concern about.

In cases, when the content is completely modified the existing metrics can be reset to start recording fresh  ratings  to track likes, dislikes, and views received after the content was modified.   
Notes
Notes:
  1. Users who have the permission to update the Knowledge Base can reset the metrics.
  2. Once reset, the old data will not be saved, so you will be unable to revert.
  3. You can reset likes, dislikes, and views to zero.
  4. After resetting the chosen metrics, their log will be recorded under the article's History.
To reset metrics

Feedback

Readers can be encouraged to share their suggestions, problems, and queries through feedback. It provides an opportunity to reach the customers and resolve their issues directly, which can improve customer engagement.  



Both the agents and the customers can provide feedback from the help center.
Notes
Note: Customers or help center users can leave feedback only if the permission to do so is enabled in the Knowledge Base settings. Read more on setting Knowledge Base access. 
The users can drop a feedback only by clicking the Dislike button in an article. They can enter their feedback or suggestion along with their email address.



When multiple feedbacks are provided for multiple articles, tracking each feedback manually can be overwhelming. To manage this effectively, admins can set auto conversion of feedback to tickets.  Depending on the volume of feedback that is received, the type of feedback, and the vastness of your Knowledge Base, a decision can be taken. ZAgents can convert feedback manually.

Manual conversion to tickets

Manual conversion allows you to moderate the feedback. You can choose the feedback that should be converted as a ticket. Not every feedback is a query that requires agent intervention. General suggestions and other queries can be exempted from ticket conversion to save support agent's time. 
Notes
Note: You can also convert feedback from the Feedback section in the Knowledge Base Dashboard.
To convert feedback manually
In the article detail page, click the Feedback tab. 



Upon clicking the convert button, the ticket ID will be generated beside the feedback in the article.

Resolve a feedback
If you know the resolution for a feedback before creating a ticket manually, you can provide a resolution and resolve it directly from the article view page.



Automatic conversion to tickets

Auto conversion saves time and eliminates chances of overlooking a potential feedback. If the Knowledge Base is vast, it can be difficult to convert each piece of feedback manually. If most of the received feedback requires an agent's intervention, it is best to setup auto-conversion. 
Prerequisites:
  1. The Show feedback form on downvoting article must be enabled and the Require Email option should be mandatory to convert a feedback to ticket.
  2. If the Auto-create Tickets from Feedback option is enabled, then the feedback will be automatically converted into a ticket and it will be assigned to the agent based on the category settings. 
To turn on auto-conversion
Go to the Knowledge Base module > Manage KB > Organize Category, then click on a Category.

Article history

The articles undergo multiple updates during the drafting and publishing stages, as well as after they are published. These updates include the addition of tags, change of permalink, renaming of article title, adding new content, deleting a piece of content, and more. It might get overwhelming to keep track of all the actions that have been performed on an article. 
  1. The history maintains a record of all these events in a chronological order that can be beneficial to restore content which may have been deleted inadvertently. 
  2. Admins can track user actions, including who performed an action, what the action was, and when it was done. 
  3. The history shows the different versions that have been created for an article. The history can be filtered by multiple types, and it is field specific. However, you cannot filter the history events by a date range.


To filter an article history
In the article detail page, go to the History tab. 


Article versions

Versioning helps keep track of and manage multiple revisions that an article has undergone. Article owners and admins can view different versions of an article, compare an older version, restore to a previous version, leave a note on a particular version, and much more.



Versions allow to review the article's history from its creation till the current date. You can click on any major or minor version to see the changes made, along with information on who made them and when.
NotesNote: Each time a draft is saved, it is considered a minor version, while publishing an article is considered a major version.

Comparing versions

You can compare two versions and view the changes. The differences between the versions are highlighted to fix inaccuracies if any. You can compare the contents of two article without their properties like Title, and SEO information.

When you compare versions, Zoho Desk displays the two versions side-by-side. The most recent version is to the left, and the version that you are comparing it with is on the right side. The two versions scroll synchronously so that you can see the changes in context. You can also click the Expand icon (  ) to view the comparison panes on a larger window.
Notes
Note: You cannot edit the versions while you are comparing them.


Restoring a version

You can restore an older version of an article if required. The old version, when restored, will create a new version, which will be the latest version.



Adding notes to versions
You can add notes to existing versions of an article. It can be a change you have made in that version or merely an alert to other agents.
  1. A note cannot be deleted once added.
  2. The note should be within 250 characters.


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