• Getting Started
    • Onboarding
      • Webinar Recordings
        • Profile & Account
        • Knowledge Base
          • Exchanges
            • Guided Conversations
              • Guided Conversation Functions
                • Guided Conversation Cards
                • Cloud Drive
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                    • External Knowledge Base Integrations
                      • System Messaging
                      • Helpdesk, LiveChat, & SMS
                        • Helpdesk
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                                    • AI in the Capacity Platform
                                      • Capacity's Approach to AI
                                        • Generative AI Tools
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                                          • Automations
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                                            • Analytics
                                              • Baseline CSV Reports
                                                • Bot Reporting
                                                • Settings
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                                                                          • Other Apps
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                                                                                        • Email
                                                                                          • Contact Us
                                                                                            • Platform Status
                                                                                            • Mortgage GSE
                                                                                              • Capacity GSE Beta
                                                                                              Knowledge Center
                                                                                                • Getting Started
                                                                                                  • Onboarding
                                                                                                    • Webinar Recordings
                                                                                                      • Profile & Account
                                                                                                      • Knowledge Base
                                                                                                        • 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
                                                                                                                          • Concierge
                                                                                                                            • Concierge Set Up
                                                                                                                              • Concierge Visual Editor Examples
                                                                                                                              • Concierge Developer Tools
                                                                                                                                • Legacy Concierge Guides
                                                                                                                                • CRM
                                                                                                                                  • Accounts & Contacts
                                                                                                                                  • AI in the Capacity Platform
                                                                                                                                    • Capacity's Approach to AI
                                                                                                                                      • Generative AI Tools
                                                                                                                                      • Automations and Workflows
                                                                                                                                        • Automations
                                                                                                                                          • Workflows
                                                                                                                                          • Analytics
                                                                                                                                            • Baseline CSV Reports
                                                                                                                                              • Bot Reporting
                                                                                                                                              • Settings
                                                                                                                                                • Helpdesk Settings
                                                                                                                                                  • Org Settings
                                                                                                                                                    • Custom Fields
                                                                                                                                                    • 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 Base

                                                                                                                                                                                            Knowledge Base

                                                                                                                                                                                            Knowledge Base Overview

                                                                                                                                                                                            Exchanges

                                                                                                                                                                                            Exchanges
                                                                                                                                                                                            Downloading Exchanges
                                                                                                                                                                                            Upload Exchanges

                                                                                                                                                                                            Guided Conversations

                                                                                                                                                                                            Working with Guided Conversations
                                                                                                                                                                                            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 Instances

                                                                                                                                                                                            Guided Conversation Functions
                                                                                                                                                                                            Guided Conversation Cards

                                                                                                                                                                                            Cloud Drive

                                                                                                                                                                                            Cloud Drive & Supported File Types
                                                                                                                                                                                            KB Fine Grained Access for Knowledge Agents

                                                                                                                                                                                            Sites and Articles

                                                                                                                                                                                            Capacity Sites
                                                                                                                                                                                            Controlling Sites Access
                                                                                                                                                                                            Create an Article
                                                                                                                                                                                            Article Versioning & History
                                                                                                                                                                                            Embedding Exchanges In Articles
                                                                                                                                                                                            Add Icons or Images to Article Folders
                                                                                                                                                                                            Creating Hotlinks in Articles
                                                                                                                                                                                            Adding Attachments/Video in Articles
                                                                                                                                                                                            Internal Article Comments
                                                                                                                                                                                            Article Approvals

                                                                                                                                                                                            External Knowledge Base Integrations

                                                                                                                                                                                            Box.com Integration Setup

                                                                                                                                                                                            System Messaging

                                                                                                                                                                                            System Messaging