Agent reference
Human agents can pull up approved guidance while handling customer work.
Knowledge Base
Give human agents the right answer without leaving Portal.
The Portal knowledge base gives employees a searchable drawer of internal notes, policies, process guidance, and reference material that admins can maintain.
How it works
Knowledge Base supports the human agent, not just the AI.
It gives employees the same operational clarity the system gives automation.
Tags and search
Filter notes by title, description, and tags instead of hunting through docs.
Admin managed
Workspace admins create, edit, and delete entries so guidance stays controlled.
Cached access
Portal keeps local cache metadata to make reference lookup feel quick.
Open the drawer
Human agents access knowledge from the Portal sidebar while staying in their work view.
Find the answer
Search by customer topic, policy, process, product, or tag.
Respond consistently
Use approved wording and current process guidance in the conversation.
Start from the Dashboard
Build with knowledge base today.
Open the Dashboard to configure the workspace, then let your team run the daily work from Portal.