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).
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.
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.
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.
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.
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You can also open the article in the Help Centre by selecting the Open in Help Centre icon.
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.
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- If an article is incorrect or outdated, click the 3 dots on rthe ight side of the article.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.
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.
- For creating an article, a template opens where you can draft an article.
Request Article.
- Select + (plus) icon.
- Select the Request article.
- 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.
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.
Tips
- 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.
For additional information on using Knowledge Capture, please review the following Zendesk Help support articles:
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