Good points. Thank you, Robert!
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George Ganahl GCCX-AI, GCP, GCSME, ICCE, ICHD, etc.
Technical Adoption Champion
Genesys
2024 Community Member of the Year
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Original Message:
Sent: 07-24-2025 10:23
From: Robert Wakefield-Carl
Subject: Best practices for knowledge articles
Aside from the link Jason gave you, Here are my 2 cents (or a nickel):
- Make sure you use the new version of the knowledge that allows for content searching. If you don't have that selected, you will need to export your KB and import into a v.2 version with Content Search selected. Not having this will not allow for the article to be searched by the AI - only questions or phrases.
- Don't use one- or two-word questions or phrases - try to make them unique
- Insist on your agents using Feedback and turn on feedback if used in a bot
- Continually check Knowledge Optimizer for unanswered questions and add them to existing or create new
- Add variations of the content for Agent CoPilot, Bot Flows, and Digital Bot Flows to match the presentation of the information. CoPilot can be longer and richer, bot flow content should be short and to the point, and Digital Bot flows should be concise and presentable in a small window. Remember that digital and bot flows and both be used in digital channels like SMS, so test what it looks like with 144 characters
- Avoid large graphics or videos as these have to be downloaded to be presented. Keep it simple with PNG or links to external media.
- Have a curation process where contributors can submit articles, but only editors can publish.
- Use tools like Content Intelligence from Shelf.io to look through your articles for duplicates, PHI/PII data, writing level/consistency, and other factors that come about when you have multiple authors working on articles.
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Robert Wakefield-Carl
ttec Digital
Sr. Director - Innovation Architects
Robert.WC@ttecdigital.com
https://www.ttecDigital.com
https://RobertWC.Blogspot.com
Original Message:
Sent: 07-14-2025 15:51
From: James Rice
Subject: Best practices for knowledge articles
I am currently working on improving our knowledge articles and would greatly appreciate your guidance. Are there any best practices or guidelines that you recommend for creating and maintaining high-quality knowledge articles?
#ConversationalAI(Bots,AgentAssist,etc.)
#DigitalChannels
#Implementation
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James Rice
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