Knowledge Base SET UP
Elaine Mitchell and Lares VA
Head Maltix Trainer
Last Update 9 months ago
Create a Free Account [00:09]: You start by creating a free account by entering your name and email.
Password Management [00:32]: The password is saved directly into the company CRM and knowledge base.
Live Chat Setup [01:24]: This involves setting up the live chat function for your website, including entering your website address, organization's name, and customizing the chat widget's appearance.
Ticketing System Setup [04:51]: You can set up a ticketing system for managing support requests.
Knowledge Base Setup [05:14]: A knowledge base is set up to help customers find information themselves.
AI Assist Activation [09:27]: This is a key feature where you can train an AI assistant with your business's information.
Data Source Integration [12:28]: You can provide the AI assistant with information from various sources, including text documents and website URLs.
Article and Category Creation [19:43]: You can create articles and organize them into categories.
Linking Articles [29:28]: You should link related articles together to make your content more effective for search engines and users.
Profile Customisation [30:57]: You can add a logo, banner, and social media links to your profile.