Getting started with Casengo's knowledge base

Kelly  | 

Starting to use any new system can seem overwhelming, but fortunately Casengo isn’t the sort of software with a steep learning curve. You can start using it in a matter of minutes. One part of Casengo that we highly recommend is the knowledge base. This nifty feature, which can be as simple or as complex as you’d like to make it, is guaranteed to make your working life easier.

What’s a knowledge base?

You can use your knowledge base (KB) to easily share relevant bits of information with your customers. Its main function is to fuel your online list of frequently asked questions (FAQs). And it can also suggest answers automatically when an online visitor asks a question through live chat. A knowledge base basically empowers and stimulates your customers to quickly find the answer to any question they may have. Self-service rules!

All Casengo customers are given a company domain on the Casengo server to use as their very own. Find yours right now at

When you get started, your KB will be frighteningly empty. All that freedom! Where to begin? That’s why we’ve put together some step-by-step instructions to get you started. Keep in mind that you don’t have to do a whole lot of work to assemble masses of info before you start using your KB. Just add information as and when you need it, and let it grow from there. And don’t forget to add your company logo!

Step 1: Learn how to use your knowledge base effectively

When filling your KB with questions and answers to frequently asked questions (FAQs), remember all the information in your KB is there for one reason and one reason only: to give potential or existing customers a good and fast answer to a likely question. It’s mostly about obvious stuff, such as payment options, but also about information that didn’t fit neatly into the structure of your website. Don’t be afraid to have just a couple of FAQs in your KB if that’s all you think you need.

You might think that a chock-full KB makes your company look much bigger and more important, but all you’re really doing is hiding the necessary information amongst a lot of unnecessary stuff. And the harder you make it for customers to find the info they need, the less likely they are to buy from you, which is counterproductive. So keep it simple.

Step 2: start offering live chat on your website (if you don’t already)

The knowledge base can be a tremendous asset to live chat. If you combine them, each question entered through live chat is first ‘filtered’ in case it’s an FAQ. If you are using Casengo and have enabled pre-chat, Casengo will provide the relevant articles from your knowledge base in response to each customer’s chat request.

These pre-made responses save time for both you and your customers: the latter are presented with the most relevant link(s) to answer their question and might not even need a live chat conversation any more. And the FAQs also save you time as they make it easier for your customers to help themselves without needing to engage with you. But because they know that you’re there to chat with them if they need it, you get the best of both worlds.

Step 3: Show ’em what you got!

Many businesses seem to think that creating nifty features is enough, but unfortunately that’s not the case: you’ve got to show people what you’ve got. And with a bit of effort up front, you’ll be able to save your customers (and yourselves) an awful lot of time down the track.

So now that you’ve put all this work into putting together the most effective KB possible, you’d better share it with the world. Write a nifty little explanation that you can post on your company’s Facebook Page. Include a link in a prominent place – probably on every page – on your website. Tweet about it. And depending on the type of company you run, a short blurb in your email signature could be just the thing to alert loyal clients to the existence of your new knowledge base.

It can be tempting to believe that building an effective website requires an enormous budget and a massive team, but the truth is that the simplest solutions are often the most effective. When you’re trying to figure out how to compile the best possible knowledge base, remember to make it as simple as possible – without overdoing it. As Einstein allegedly said: “Everything should be made as simple as possible, but not simpler.”