Find the menu on the left. Click on Help Desk and then Knowledge Base.
Tip: By creating Categories and Inquiries under Knowledge base, you can meet the frequent asked questions from the residents. Residents find the desired information themselves without creating a ticket/sending a message with a question. You can use it as your FAQ. The better you fill out the categories and inquiries, the more you can limit tickets with classic questions.
- Select relevant Project in the dropdown menu at the top of the view.
- Click on the relevant Type: Questions, Defects & Issues or Feedback.
- Click on Create new category (Note: These are the categories that can be selected when creating new tickets)
- Select Language for the category. Click the Plus icon to add languages. If you choose several languages you just use the icons as tabs and have to fill out the following information for both "tabs" before clicking Create Type.
- Add Title. Eg. "Rent".
- Select Role assignee (department) which any inquiries should be directed to when a resident creates tickets or writes questions in the category.
- Select Assignee user to assign a specific employee on that type of inquiries. If an employee is not assigned, the case will be visible to everyone in the selected department/role.
- Click Create Type.
- To Create new inquiry within the categories to be used in the Home Assistant with general questions and answers (Q&A); Click on a category under Categories and then click on Create new inquiry on the right side of the view:
- Select Language for the category. Click the Plus icon to add languages. If you choose several languages you just use the icons as tabs and have to fill out the following information for both "tabs" before clicking Create at the end:
- Add Title. Eg. Where can I see my monthly rent?
- Add Message in the text field. Eg.: "You will find your monthly rent under your Profile. Click on your name in the top right corner."
- In the message, you can also add links, images and videos from the menu bar above the text field.
- Mark Allow contact if you want the residents to contact you if they did not find an answer to their question.
- Click on Create.