Knowledge Base Template

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Welcome to the knowledge base

Read ME | Why this Knowledge Base?

Learn why this Knowledge Base exists and what you'll be able to learn from this resource.

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This resource will help you find answers to all your questions related to your work.

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Customer support

The Support Knowledge Base should answer questions like:

What tools do I use to respond to conversations, troubleshoot billing issues, report bugs, etc..?

How do I tag conversations?

How do I respond to phishing reports? Bug reports?

When do I share personal information about an account with a customer? What are the steps I need to take to verify account ownership?

What discounts do we offer? What should I say to customers about these discounts and campaigns?

What do I do if I don't know the answer to a conversation?

And so on...

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You'll also learn about:

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Team, Culture, Roles⁠

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Mission, Vision, Values⁠

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Teams⁠

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Policies⁠

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Security best practices⁠

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Tools of the trade⁠

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Glossary⁠

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FAQs⁠

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As for plan- and product-related questions (questions about features in the Dashboard, Designer, or the Editor), check the pages under the

Product Knowledge Base⁠

section.

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