Skip to main content

Ground AI drafts in approved knowledge

Dobrik helps you follow this DobroDesk guide

Updated:

What you'll achieve

AI helps with repeatable questions while your team controls the evidence.

Create a knowledge source

  1. Open Knowledge from the workspace navigation.

    Ground AI drafts in approved knowledge: Create a knowledge source, 1. Open Knowledge from the workspace navigation.
  2. Choose New article for a customer FAQ, Upload documents to add approved files or Connectors to use an external knowledge provider.

    Ground AI drafts in approved knowledge: Create a knowledge source, 2. Choose New article for a customer FAQ, Upload documents to add approved files or Connectors to use an external knowledge provider.
  3. For a Public FAQ enter the article title, customer question, reviewed answer, collection, language and search metadata.

    Ground AI drafts in approved knowledge: Create a knowledge source, 3. For a Public FAQ enter the article title, customer question, reviewed answer, collection, language and search metadata.
  4. Save the source as a private draft. Review its audience and Brand or Inbox scope before approving it.

    Ground AI drafts in approved knowledge: Create a knowledge source, 4. Save the source as a private draft. Review its audience and Brand or Inbox scope before approving it.
  5. Approve the draft then choose the mailboxes that may use it. Public Help Center publication is configured separately for each site.

    Ground AI drafts in approved knowledge: Create a knowledge source, 5. Approve the draft then choose the mailboxes that may use it. Public Help Center publication is configured separately for each site.

Review changes before they replace an approved answer

  1. Open an approved source and review its version history.

    Ground AI drafts in approved knowledge: Review changes before they replace an approved answer, 1. Open an approved source and review its version history.
  2. When DobroDesk shows "Approved content changed", compare the new draft with the active version.

  3. Approve the new revision only after checking its content, scope and audience. Until then, the last approved revision stays active.

  4. Use Restore to create a draft from an earlier version. Review and approve that draft before it becomes available.

    Ground AI drafts in approved knowledge: Review changes before they replace an approved answer, 4. Use Restore to create a draft from an earlier version. Review and approve that draft before it becomes available.

Legal, billing, account deletion, privacy, abuse, security and angry-customer cases stay with a person even when related knowledge exists.

Resolve Knowledge Issues from real support work

  1. Open Knowledge and find Knowledge issues below the source directory.

    Ground AI drafts in approved knowledge: Resolve Knowledge Issues from real support work, 1. Open Knowledge and find Knowledge issues below the source directory.
  2. Review the issue type, affected source and suggested next action. Repeated missing answers, source failures, outdated approvals and negative feedback share this queue.

  3. Fix or approve the source then dismiss the issue. DobroDesk brings it back if the underlying failure changes or happens again.

  4. For a repeated negative-feedback issue, choose Create review draft. DobroDesk uses one closed evidence conversation to queue a private draft. Review and approve it before any knowledge access changes.

  5. Open the Knowledge tab in Assist then review the existing closed conversation. Run the quality review and record whether the root cause needs a knowledge draft, source fix, workflow change or no action.

    Ground AI drafts in approved knowledge: Resolve Knowledge Issues from real support work, 5. Open the Knowledge tab in Assist then review the existing closed conversation. Run the quality review and record whether the root cause needs a knowledge draft, source fix, workflow change or no action.

Conversation text and teammate corrections never become customer-facing knowledge without review.

Put this guide into practice

Open Setup Center to apply the instructions in your workspace. Sign in when prompted.

Keep going