Knowledge Base Article Types
Use Standard Articles, Interactive Checklists, and Workflow Articles to help employees handle complex procedures
Help your employees spend less time reading complicated guides and more time getting work done.
Document your policies and procedures by creating simple how-to guides, FAQs, and policies.
Create checklists that adapt to the needs of both new and experienced employees.
Design interactive decision trees that ask users questions and guide them based on their answers.
Create searchable, clearly formatted content quickly with standard articles. Standard Articles are perfect for capturing policies, FAQs, and procedures in a searchable format.
It’s easy to build the articles with content creation tools, including integrated screen capture, pop-up links, foldable sections, video embedding capabilities, and more.
Help your employees work faster and make fewer mistakes with Interactive Checklists.
Interactive Checklists are flexible to fit the needs of an employee depending on their familiarity with the process.
Experienced employees can quickly follow a checklist, while less experienced employees can expand each checklist item to see detailed instructions.
Replace “if-then” directions and wordy instructions with easy-to-follow Workflow Articles.
In Workflow Articles, you make complex procedures easy by asking your employees questions and then guiding them through a procedure based on their answers.
It is like you are a coach, sitting next to them, guiding them through the decisions and steps they need to take.
Now users of any experience level can handle complex procedures, troubleshooting tasks, configurations, or customer support calls.
Increase accuracy across the company when you use articles to guide your employees.
Handle any call with minimal training by using interactive call flows.
With interactive troubleshooting guides, enable employees to handle problems on their own.
Guide employees through complex configurations or procedures so they don’t miss a step.
Standard Articles are included in all plans. Interactive checklists and workflow articles are included in the Advanced and Enterprise plans.
Yes! Our content coaches can help you design effective Workflow Articles that will guide any employee through complex procedures. Learn about our content coaching services here.
Checklists are not designed as a to-do list or a project management tool. Think of checklists like a pre-flight checklist instead of a to-do list. They are designed to make sure you don't forget a step in the process. They are not designed to track all of your tasks.
No. ScreenSteps doesn't store the completion of checklists across different users or page loads. Each time you reload the page, the checklist will reset.
Yes. Learn more about Courses or the Browser Extension.
No. The article types that are available to you will depend on your plan level.
“Our last class of newly-hired reps used ScreenSteps and it was the best our call center has ever seen.”
Terry | Chief Client Officer, BPO
“All feedback from our reps has been beyond positive. My reps appreciate the step-by-step process and describe it as ‘dummy proof.’ Thank you for helping me bring my vision for our protocol revamp to life.”
Yasmin | Call Center Supervisor
“Our new reps didn’t have any first-day jitters because they were using call flows. They were able to handle any call right out of the gate, and after a few weeks, our new reps had metrics that were better than our tenured reps.”
Stephanie Beal | Call Center Trainer
Whether you want to speed up your handle time or reduce mistakes, see how interactive call flows can make the difference in your call center.
It’s time for a better performance report. Most mistakes are unnecessary if you’ve clearly documented procedures and your employees regularly follow your guides.