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Using Knowledge Capture in a Ticket

Using Knowledge Capture in Zendesk helps agents search, link, and create Help Centre articles directly from the ticket interface—improving support efficiency and self-service content. 

 


Q: What is Knowledge Capture in Zendesk?

A: The Knowledge Capture app lets support agents:

  • Search and link to relevant articles in ticket responses.
  • Flag articles for updates.
  • Create new articles while working on a ticket.
  • Mark articles as helpful or not

 


How to Use Knowledge Capture within a ticket in Zendesk

1. Access the Knowledge Capture App

  • Open a ticket in Zendesk Support.
  • Select the Knowledge Capture app in the right sidebar (right-hand panel).

kc1.png
 

2. Search for Articles

  • On the right sidebar, locate the Knowledge Capture app.
  • Enter keywords related to the issue in the app’s search bar.
  • You’ll see a list of relevant Help Centre articles.
kc2.png


3. Preview Articles

  • Click on an article title to preview it directly inside the app.
  • Review the content to check if it answers the customer’s question.
    kc3.png


4. Insert Article Link into Ticket Response

  • Click on an article in the app.
  • Click the Copy link to conversation icon.
  • The article link will be added to your public reply or internal note, depending on which one you are writing in.
kc4.png

Notes: 

  • You can also pin the article to the ticket by selecting the pin icon to the right of the Copy link to conversation icon.
  • You can also open the article in the Help Centre by selecting the Open in Help Centre icon. 

    kc5.png

 

5. Mark an Article as Helpful or Not

  • After viewing an article, select:
    • Yes - If it helped resolve the issue.
    • No - If it didn't help resolve the issue.
  • This helps improve article relevance.
kc6.png

 

6. Flag an Article for Update

  • If an article is incorrect or outdated, click the 3 dots on rthe ight side of the article.
  • Select Add feedback.
  • Leave a comment explaining what needs fixing and select Send feedback.
  • This sends the feedback to Guide admins for review.

kc7.png
kc8.png

 

7. Create or Request a New Article

If no article exists, you can create a new one or request to have one be created. 

Create Article

  • Select + (plus) icon.
  • Select Create article.
kc9.png
  • For creating an article, a template opens where you can draft an article.
kc10.png

 

Request Article.

  • Select + (plus) icon.
  • Select the Request article.
kc11.png
  • In the request form:
    • Select the Brand the article should live under.
    • Provide a Subject for the article.
    • Describe what the article should be about.
    • Select the Request article
kc12.png

 


Example Scenario

  • Customer asks how to reset their password.
  • Agent searches "reset password" in the Knowledge Capture app.
  • The agent finds the Help Centre article.
  • Agent clicks "Link article".
  • The agent sends it in the public reply to the customer.
     

tip.jpgTips

  • Use Knowledge Capture early in your workflow—it not only helps the customer but also improves your Help coverage over time.
  • Use internal notes if you're linking an article for internal use only.
  • Help improve self-service by flagging articles that need updates.
  • Draft new content when you notice repeat questions with no article.

 


important_note_icon.jpg For additional information on using Knowledge Capture, please review the following Zendesk Help support articles: 

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