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ai-knowledgebase

Empower Your Team and Clients with AI‑Powered KnowledgeBase & Help Center

Without a centralized solution, product knowledge and support content often get lost across systems or buried in emails. Setuply’s AI-powered KnowledgeBase and Help Center make it easy for teams and clients to find and share information at scale.

Built directly into the Setuply platform, the KnowledgeBase lets organizations create, organize, and publish content within their workflows. Whether accessed via dashboard or embedded widget, users get intelligent search, clear categorization, and 24/7 access to answers—covering everything from how-to guides and best practices to product updates.

Designed to support both internal teams and clients, Setuply’s KnowledgeBase empowers self-service, reduces support overhead, and strengthens the post-sale experience from onboarding through long-term success.

Enable the new Knowledge Base & Help Center in Setuply

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Feature Overview

AI‑Powered KnowledgeBase: Smarter Support at Your Fingertips

  • Leverage intelligent search and AI assistance to surface the right information fast.
  • Built into the core Setuply platform and integrated with your existing workflows.
  • Access via dashboard views or add as a convenient widget—perfectly tailored to the user context.

Help Center: Organize Information by Topic, Intuitively

  • Structure content using Collections and Sub‑Collections, each with names, descriptions, and flexible display hierarchy.
  • Ideal for organizing documentation across product areas like onboarding, release notes, user guides, and support FAQs.


Empower Your Clients to Share Knowledge, Too

  • Enable the KnowledgeBase and Help Centers for your clients on their own tenancy.
  • Clients can create branded support centers, manage their articles, and share them with their own users or customers—with full autonomy and configuration capabilities.
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Why the Knowledge Base Matters

Seamless Platform Integration

No separate apps - works natively within Setuply and interacts with other modules.

  
Highly Configurable

Customize look & feel, access filters (internal vs. external), and launch scenarios.

  
Scalable & Extensible

From internal docs to client-facing help, the system grows with your needs.

  
AI‑Enhanced Discovery

Intelligent search and organization help users find what they need quickly.

  
Multi‑Tenant Capability

Clients manage their own content and serve their own audiences effortlessly.

  
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How It Works

Create & Organize Knowledge

  • Organize the information in the topical areas “Spaces” (e.g., product,  onboarding, support team, managed services, release notes).
  • Create folders within Spaces to organize the information within
  • Write articles in the folders and publish in order for the articles to be available in the Help Center.
  • Use version history, attachments, and frequently updated content.


Set Up Your Help Center

  • Name it, configure filters (who accesses), and decide publish settings.
  • Enable external access via a public URL for broader reach. Setuply allows to configure multiple Help Centers for external and internal use.


Build Collections

  • Group related articles into Collections and Sub-Collections.
  • Order and structure content for intuitive navigation.


Customize the Experience

  • Modify look and feel: background colors, logo, and content width.
  • Add custom header links and a welcome message to maintain branding.

Access Anywhere

  • Add as a dashboard widget for fast in-app access.
  • Available via the top menu or as an external public page.

Delegate to Clients

  • Onboard client tenants with their own branded KnowledgeBases.
  • They can author, organize, and publish content to their users/customers.

Impact

  • Setuply Teams can centralize and simplify internal documentation and support workflows.
  • Setuply Clients gain autonomy with branded knowledge centers; they can share support content with their own customers, extending engagement and value across their ecosystem.
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Give your team, clients, and your clients’ users a smarter, more scalable way to find answers and get help.

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