Included in: Enterprise
Accounting
Learn how Accounting fits into your Xfatora rollout.
Module
Knowledge Base
Self-service help content for customers and internal teams.
Create an organized library of articles and guides, control what is public vs internal, and keep content easy to search—reducing repetitive questions and speeding up onboarding.
Key Benefits
Reduce repeated support questions with self-service answers
Keep internal SOPs and policies searchable for teams
Publish clear product and process documentation
Control visibility: internal-only vs customer-facing content
Improve consistency by standardizing answers and procedures
Use feedback and views to continuously improve articles
Screenshots
Real screens from the platform.
Features & Capabilities
Comprehensive feature set designed for operational excellence
Categories & articles
Organize content into categories so users can browse and find answers quickly.
Category-based organization
Rich article editor (text, images, attachments)
Draft and published states
Article links you can share with customers or teams
Related articles and browsing
Visibility control
Publish the right content to the right audience—without duplicating documentation.
Internal-only articles for staff
Customer-facing articles for self-service
Permissions and access control (where configured)
Clear separation of internal notes vs public help
Consistent publishing workflow
Search & discovery
Help users reach answers fast with search and structured navigation.
Keyword search
Category browsing
Popular and recently updated articles
Clear article structure for readability
Reduce time-to-answer for common questions
Feedback & improvement
Collect signals that help teams improve content over time.
Helpful / not helpful feedback
Identify content gaps based on searches
Prioritize article updates based on usage
Keep documentation accurate as processes evolve
Support Desk enablement
Use Knowledge Base as your first line of support—then link articles when a ticket needs help.
Standard answers for repeated questions
Link articles in Support Desk replies
Reduce ticket volume with self-service content
Faster resolution when tickets do arrive
Common Workflows
Step-by-step processes to achieve your business goals
Create and publish help content
1
List the most common questions or process steps
2
Write an article with clear steps and screenshots
3
Place it in the right category
4
Publish for customers or keep internal-only
5
Review feedback and update regularly
Deflect repeated tickets
1
Create articles for the top repeated requests
2
Share links with customers when needed
3
Standardize replies by referencing the same articles
4
Measure article views and helpful feedback
5
Iterate on content to reduce future tickets
Common Use Cases
Customer FAQs and troubleshooting
Product documentation and how-to guides
Internal SOPs and playbooks
Onboarding and training material
Policy documentation (HR and operations)
Connected records across modules
Support Desk: link articles in ticket replies
Customers: share public articles for self-service
Human Resources: publish internal policies and onboarding guides
Projects & Services: document delivery playbooks and checklists
Built-in Reports & Analytics
Most viewed articles
Search terms and content gaps
Helpful feedback trends
Recently updated content review list
Compliance & Implementation Resources
Practical guides to help you rollout and validate workflows.
Available in These Plans
Choose the plan that fits your business needs
Enterprise Plan
Ready to get started with Knowledge Base?
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User guide
How to use Knowledge Base
Setup checklist, key workflows, reports, and troubleshooting.
Talk to Sales
Tell us what you need and we will reply with a rollout plan and recommended modules.
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