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                                                                                                                • Getting Started
                                                                                                                  • Onboarding
                                                                                                                    • Webinar Recordings
                                                                                                                      • Profile & Account
                                                                                                                      • Knowledge Management
                                                                                                                        • Knowledge Base
                                                                                                                          • Knowledge Base Tips
                                                                                                                            • Exchanges
                                                                                                                              • Guided Conversations
                                                                                                                                • Guided Conversation Functions
                                                                                                                                  • Guided Conversation Cards
                                                                                                                                  • Cloud Drive
                                                                                                                                  • Sites and Articles
                                                                                                                                    • External Knowledge Base Integrations
                                                                                                                                      • System Messaging
                                                                                                                                      • Helpdesk, LiveChat, & SMS
                                                                                                                                        • Helpdesk
                                                                                                                                          • LiveChat
                                                                                                                                            • SMS
                                                                                                                                              • 10-digit long code (10DLC)
                                                                                                                                                • Toll Free Number (TFN)
                                                                                                                                                  • Short Code
                                                                                                                                                • Concierge
                                                                                                                                                  • Concierge Set Up
                                                                                                                                                    • Concierge Visual Editor Examples
                                                                                                                                                    • Best Practices
                                                                                                                                                      • Concierge Developer Tools
                                                                                                                                                        • Legacy Concierge Guides
                                                                                                                                                        • CRM
                                                                                                                                                          • Accounts & Contacts
                                                                                                                                                            • Campaigns
                                                                                                                                                            • AI in the Capacity Platform
                                                                                                                                                              • Capacity's Approach to AI
                                                                                                                                                                • Generative AI Tools
                                                                                                                                                                  • AI Agents
                                                                                                                                                                  • App Center
                                                                                                                                                                    • Automations and Workflows
                                                                                                                                                                      • Automations
                                                                                                                                                                        • Workflows
                                                                                                                                                                        • Analytics
                                                                                                                                                                          • Baseline CSV Reports
                                                                                                                                                                            • Bot Reporting
                                                                                                                                                                            • Settings
                                                                                                                                                                              • Org Management
                                                                                                                                                                                • Org Settings
                                                                                                                                                                                  • Custom Fields
                                                                                                                                                                                • Email Templates
                                                                                                                                                                                  • Helpdesk Settings
                                                                                                                                                                                    • Interface Settings
                                                                                                                                                                                      • Chat Settings
                                                                                                                                                                                        • SMS Settings
                                                                                                                                                                                          • Responders
                                                                                                                                                                                        • Developer Platform and Databases
                                                                                                                                                                                          • Developer Platform
                                                                                                                                                                                            • LiveDB
                                                                                                                                                                                              • CapacityDB
                                                                                                                                                                                                • Tutorials
                                                                                                                                                                                                • GC in Apps
                                                                                                                                                                                                • Integrations and Interfaces
                                                                                                                                                                                                  • App Integrations
                                                                                                                                                                                                    • Microsoft
                                                                                                                                                                                                      • Encompass
                                                                                                                                                                                                        • Other Apps
                                                                                                                                                                                                        • Interfaces
                                                                                                                                                                                                          • Microsoft
                                                                                                                                                                                                            • Slack
                                                                                                                                                                                                              • Google Chat
                                                                                                                                                                                                              • Authentication
                                                                                                                                                                                                                • Capacity API
                                                                                                                                                                                                                  • Webhooks
                                                                                                                                                                                                                  • Troubleshooting
                                                                                                                                                                                                                    • Browsers
                                                                                                                                                                                                                      • Email
                                                                                                                                                                                                                        • Contact Us
                                                                                                                                                                                                                          • Platform Status
                                                                                                                                                                                                                          • Mortgage GSE
                                                                                                                                                                                                                            • Capacity GSE Beta
                                                                                                                                                                                                                            1. Home
                                                                                                                                                                                                                            2. Knowledge Management
                                                                                                                                                                                                                            3. Knowledge Base

                                                                                                                                                                                                                            Knowledge Base

                                                                                                                                                                                                                            Knowledge Base Overview

                                                                                                                                                                                                                            Knowledge Base Tips

                                                                                                                                                                                                                            Downloading Acronyms
                                                                                                                                                                                                                            How to Navigate Directories
                                                                                                                                                                                                                            How to use Multi-KB
                                                                                                                                                                                                                            Uploading and Downloading in KB
                                                                                                                                                                                                                            Knowledge Base Search & Navigation

                                                                                                                                                                                                                            Exchanges

                                                                                                                                                                                                                            Exchanges
                                                                                                                                                                                                                            Downloading Exchanges
                                                                                                                                                                                                                            Upload Exchanges

                                                                                                                                                                                                                            Guided Conversations

                                                                                                                                                                                                                            Working with Guided Conversations
                                                                                                                                                                                                                            AI Agent Card
                                                                                                                                                                                                                            Guided Conversation Variables
                                                                                                                                                                                                                            How to Stop, Exit or Return to Main Menu in Guided Conversation
                                                                                                                                                                                                                            Guided Conversation FAQ's
                                                                                                                                                                                                                            AI Validated Logic Builder
                                                                                                                                                                                                                            Simple Logic Builder
                                                                                                                                                                                                                            Guided Conversation Cards
                                                                                                                                                                                                                            Guided Conversation Routes View
                                                                                                                                                                                                                            Resolution Types in Guided Conversations

                                                                                                                                                                                                                            Guided Conversation Functions
                                                                                                                                                                                                                            Guided Conversation Cards

                                                                                                                                                                                                                            Cloud Drive

                                                                                                                                                                                                                            Cloud Drive & Supported File Types
                                                                                                                                                                                                                            KB Fine Grained Access for Knowledge Agents
                                                                                                                                                                                                                            File Sharing Private & Public Links