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                                                                                                  Knowledge Center
                                                                                                    • Getting Started
                                                                                                      • Onboarding
                                                                                                        • Webinar Recordings
                                                                                                          • Profile & Account
                                                                                                          • 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 and LiveChat
                                                                                                                            • Helpdesk
                                                                                                                              • LiveChat
                                                                                                                              • 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
                                                                                                                                                                    • Surveys
                                                                                                                                                                      • Create Survey
                                                                                                                                                                        • Deploy Survey
                                                                                                                                                                        • 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

                                                                                                                                                                                                    Knowledge Base Tips

                                                                                                                                                                                                    Downloading Acronyms
                                                                                                                                                                                                    How to Navigate Directories
                                                                                                                                                                                                    How to use Multi-KB
                                                                                                                                                                                                    Uploading and Downloading in KB

                                                                                                                                                                                                    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
                                                                                                                                                                                                    Simple Logic Builder
                                                                                                                                                                                                    Guided Conversation Cards
                                                                                                                                                                                                    Guided Conversation Routes View
                                                                                                                                                                                                    Resolution Types in Guided Conversations
                                                                                                                                                                                                    Guided Conversation Instances
                                                                                                                                                                                                    Guided Conversation Error Handling

                                                                                                                                                                                                    Guided Conversation Functions
                                                                                                                                                                                                    Guided Conversation Cards

                                                                                                                                                                                                    Cloud Drive

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

                                                                                                                                                                                                    Sites and Articles

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

                                                                                                                                                                                                    External Knowledge Base Integrations

                                                                                                                                                                                                    Box.com Integration Setup

                                                                                                                                                                                                    System Messaging

                                                                                                                                                                                                    System Messaging