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Smarter Documentation, Instant Answers

Enhance customer relations on Salesforce with Document360 Knowledge base

Overview

Document360 enhances Salesforce's customer relationship management by integrating the Knowledge base into the platform. Look up, share, and create articles for your Document360 Knowledge base without leaving the Salesforce environment.

See How Smarter Documentation, Instant Answers Works

INTEGRATED CONTENT SEARCH Search across the integrated Knowledge base articles using the powerful Document360 search. Your support agents don't have to jump to a new window to read the article content and respond to the cases or ticket conversations.
QUICK SHARE EXCERPTS AND LINKS Share links to Document360 Knowledge base articles or content in the support responses and conversations. Help your customer resolve issues and maximize your support agents' productivity using the in-app article preview.
SMART ARTICLE RECOMMENDATIONS Document360 automatically fetches articles related to your 'Cases' and displays these articles in a dedicated 'Recommended' tab. The articles are fetched based on the keyword in the "Subject" of the Case.
DRAFT ARTICLE FROM SALESFORCE Support agents can create articles for your integrated Knowledge base from the Salesforce environment. Save time and record crucial information in articles that can be reviewed and published later on Document360.

Document360 integration within the Salesforce console enhances and equips your support agents with a robust Knowledge base while serving customers. Here's what you can expect from the Document360 app: • Easy setup and integration with API keys • Quick access to your knowledge base articles • Create Knowledge base articles from Salesforce • Intuitive search across workspaces and languages • Smart recommendations for 'Cases' specific articles • Handy article content or link sharing in responses