Knowledge bases: how to build your own for customer service success Discover how a powerful knowledge base can be your secret weapon for bettering customer service, agent satisfaction, and your business’ bottom line. Written by Helena Young Updated on 26 February 2024 Our experts We are a team of writers, experimenters and researchers providing you with the best advice with zero bias or partiality. Written and reviewed by: Helena Young Lead Writer Knowledge is power, especially in customer service. When your clients can find answers to questions and troubleshoot steps quickly and easily, they can resolve issues on their own time – improving their experience as well as the efficiency of your support team.This is why knowledge bases are crucial for companies. Acting as a single repository for information, they have replaced online forums, emails, and social media comments to provide a self-service checkout for customers seeking to understand your products or services.In this article, we’ll explain what a knowledge base is and what benefits they offer a small business. We’ll also offer a step-by-step guide to creating an effective knowledge base, so you can master the ropes yourself. This article will cover: What is a knowledge base? Why your business needs a knowledge base Creating your knowledge base: 5-step guide Best practice tips for making a knowledge base (with examples) Conclusion What is a knowledge base?A knowledge base is a hub that gives people access to information about your business. Published online, it provides educational documents or instructive content for customers to easily access or download.The type of data stored in a knowledge base depends on several factors including USP, industry, and product offering. For example, a tech startup might explain how to download a new software update, whereas a sustainable clothes shop might include details about how its stock has been ethically sourced.Whatever shape your content takes, it shares the same purpose: to reduce the pressure on customer service agents. A knowledge base allows customers to find an immediate solution to their query.8 types of knowledge bases to educate customers1. Essential categoriesWhat is it? General information such as contact details for different support channels, your company mission statement, or valuesBest for: anyone! Every firm needs to offer these key materials to customers2. Frequently Asked Questions (FAQs)What is it? List of questions commonly asked by the Voice of Customers (VoC) or users, along with answersBest for: those with high volumes of related queries like contact centres or ecommerce firms3. Introductory guidesWhat is it? An overview of a product, service, or concept, written for beginnersBest for: explaining complex offerings or technologies, such as software onboarding guides4. Step-by-step instructionsWhat is it? Detailed instructions on how to complete specific tasks or use a productBest for: businesses with technical processes like signing up to an online account5. Video demonstrationsWhat is it? Visual walkthroughs of processes using screen recordings or animated tutorialsBest for: firms with visually-driven products or processes, such as fitness routines6. GlossariesWhat is it? List of specialist terms and definitions, relating to a particular field or industryBest for: firms with highly technical jargon or niche terminology, like law firms7. Blog postsWhat is it? News, insights, and opinions that engage the audience with broader topics related to the brand or industryBest for: firms offering complex services that want to demonstrate their technical expertise, such as healthcare providers8. Explainer diagramsWhat is it? Visual representations of how a product works or is assembledBest for: technical products requiring assembly instructions, such as a furniture store Why your business needs a knowledge baseHaving a well-organised knowledge base brings the following benefits to your customers, service agents, and overall business performance:Improved self-service: knowledge bases remove the strain on customer service channels, reducing wait times and increasing customer satisfaction Consistent information: every customer receives the same accurate and up-to-date information, eliminating confusion and inconsistencies24/7 access: customers are able to visit the knowledge base anytime and anywhere, regardless of your business hours or locationReduced workload: setting a knowledge base as your first point of contact means support teams will get fewer repetitive questions and can focus on complex issuesCost savings: lowered support costs, faster onboarding, and improved agent productivity all lead to significant cost savingsCompetitive advantage: a well-maintained knowledge base differentiates your business by providing exceptional customer serviceBoosted brand reputation:you’ll garner enhanced loyalty and reputation by providing easy access to accurate information, helpings you to build and manage your customer relationships Creating your knowledge base: 5-step guideKnowledge bases are not meant to rival the British Library. The most important feature of a knowledge base is to offer essential information only.Sticking to the need-to-know information will keep your knowledge base focused and ensure your customers can quickly find the answers they need without wading through unnecessary fluff.We’ve created a guide on how to design a knowledge base in five simple steps:Step 1. Conduct customer researchBefore you start producing content, think about who will be reading your knowledge base. Who is your target audience? What are their pain points? Research their customer needs. Why are they coming to you for guidance?Conduct an online survey, 1:1 interviews, or invite a focus group to share feedback. Once you have gained clear insights into your customers’ needs, you can tailor your content accordingly.Step 2. Choose your knowledge base typeAs we’ve highlighted above, there are eight main types of knowledge base. Depending on your business aims, some will be more relevant than others. For example, a hair salon is less likely to share an on-site glossary when compared to a mortgage broker.Step 3. Structure your contentOrganise your content plan in a way that makes sense to users. Consider using categories, subcategories, tags, and keywords to make content easy to find. Use the data collected in step one to decide how the knowledge base type is best organised.As an example, a personal trainer is publishing a range of instructional videos for their customers. They might choose to structure their content by difficulty, such as beginner and expert. Or they might organise it by activity, such as the areas of the body being worked on.Step 4. Create and upload your resourcesNow it’s time to make the content you will be hosting. Appoint a specialist project manager for this task to oversee creation, determine the primary messaging for each article, and review the finished products.Take the time to research the best platform to host your knowledge base. Your website builder is an obvious choice, but there is also the option to go with a specialist knowledge base software provider, such as Zendesk.Step 5. Promote your knowledge baseOnce your knowledge base is up and running, promote it to your employees, customers, and partners. You can do this via email, social media, your website, and even in-person training. Best practice tips for making a knowledge base (with examples)We’ve explained how – and why – a knowledge base is vital for businesses to stand out from the competition. Here are some best practice tips to ensure your information is available and clearly visible to your audience:1. Keep content freshEnsure that you regularly update your content and promote any new guides or resources. As your business develops, so will the number of questions your growing audience wants answered.Case study: Microsoft Support has dedicated pages for sought-after updates like product releases and fixes. It even boasts an area of the website called ‘Trending Topics’, displaying its most viewed articles to send customers directly to their point of interest.Source: Microsoft2. Communicate with usersCustomer feedback is an organic method to continuously improve your knowledge base. Ask service agents to regularly compile common questions and solutions from support channels.Case study: HubSpot is a great example of a brand that actively engages with customers on its knowledge base. The CRM and marketing platform allows users to rate articles and provide feedback by asking ‘was this article helpful?’, which directly informs updates and content improvement.Source: HubSpot3. Produce a style guideAny content published by your business should be consistent with your brand’s tone of voice, similar to marketing materials. Focus on clarity and conciseness, and avoid jargon and complex sentences.Case study: Slack is the messaging platform that has turned business communication informal. Its knowledge base is similarly themed. Emoji-led bullet point sentences, combined with a playful tone, make learning about Slack’s features engaging and memorable.Source: Slack4. Prioritise intuitive navigation and searchKnowledge bases should feature clear menus, engaging visuals, and a search bar to let users quickly find what they need. Having a logical content structure will also improve usability.Case study: as you’d expect from the world’s number one search engine, Google’s knowledge base leverages its renowned technology to help users find relevant information. As users type their query, Google’s search bar suggests relevant articles and topics for context-driven results.Source: Google Workspace5. Cross-reference with other channelsFor customers to use your knowledge base, they first need to know about it. Ensure any content is linked to and referred by other customer support channels like FAQs, chatbots, and employee training materials.Case study: Amazon has one of the best joined-up knowledge bases in the world. Users can access the knowledge base directly from customer support pages, product listings, and the Amazon app. Virtual assistant Alexa can even answer basic questions verbally using information from specific articles.Customers can ask the Alexa Echo Dot a question ConclusionWhile consumer expectations are increasing and support channels diversify, the need to deliver fast, accurate, and consistent customer service is a crucial differentiator in today’s market.This guide provides a practical roadmap for constructing a robust knowledge base. Through it, organisations can develop a valuable resource for their CRM database by dispensing answers to common queries before customers can even raise their hands. Share this post facebook twitter linkedin Written by: Helena Young Lead Writer Helena is Lead Writer at Startups. As resident people and premises expert, she's an authority on topics such as business energy, office and coworking spaces, and project management software. With a background in PR and marketing, Helena also manages the Startups 100 Index and is passionate about giving early-stage startups a platform to boost their brands. From interviewing Wetherspoon's boss Tim Martin to spotting data-led working from home trends, her insight has been featured by major trade publications including the ICAEW, and news outlets like the BBC, ITV News, Daily Express, and HuffPost UK.