Creating knowledge base articles

As your team works diligently to solve problems for your customers, nuggets of knowledge will start to accumulate over time. These include things such as common questions customers face, and the steps taken to troubleshoot them. Jira Service Desk allows you to extract this information and create a knowledge base, which helps customers find solutions themselves. Out of the box, Jira Service Desk only supports Atlassian Confluence for knowledge-base creation, but it is possible to use other tools via third-party add-ons.

To integrate Jira Service Desk with Confluence, you will first have to create an application link between Jira and Confluence. If you have already done this, feel free to skip to the next section. To create an application link for Confluence, perform the following steps:

  1. Browse to the Jira administration console.
  2. Select the Applications tab and the Application links option from the left-hand panel.
  3. Enter the fully-qualified URL to your Confluence instance in the Application textbox, and click the Create new link button, as shown in the following screenshot:
  1. Follow the onscreen wizard to complete the linking process.

Once the application link is created with Confluence, we can use it for Jira Service Desk. Each service desk will need to be individually integrated with a Confluence space. To set up a Confluence KB for a service desk, follow these steps:

  1. Browse to the project administration page of the service desk you want to set up a Confluence knowledge base for.
  2. Select the Knowledge base option from the left-hand panel.
  3. Check the Link to a Confluence space option.
  4. Select the linked Confluence (it may be named something other than Confluence) from the Application dropdown.
  5. Select the Confluence space that the knowledge base article will be created in. If you do not have a space already, click on the Create a knowledge base space link.
  1. Click on the Link button to complete the integration setup, as shown in the following screenshot:
You can link one service desk to one Confluence space.

After the integration is in place, when an agent views a request, there will be a new Create KB article option available. Clicking on that will allow the agent to create a new knowledge base article in the preconfigured Confluence space, as shown in the following screenshot:

From the customer's perspective, a new search box will be available on the customer portal (for a service desk, with the KB feature enabled). Customers will be able to search to see whether there is any information already available in relation to their problems. As shown in the following screenshot, when searching for VPN, the service desk returns a knowledge article from past requests, and if this is what the customer is looking for, it will save valuable time for both the customer and the agent:

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