The Knowledge Base section in Salestrekker 2.0 is a newly added feature designed to provide users with quick access to help resources and support articles. This guide will help you navigate the Knowledge Base, access articles, and utilize the chat feature for additional assistance.
Accessing the Knowledge Base
You can find the Knowledge Base icon in the top right corner of the main header, right next to the notifications bell icon. Clicking on the icon opens a sidebar displaying the start chat button and the latest help articles.
Using the Chat Feature
Initiate Chat: If you need further assistance, click the blue Chat with Us button at the top of the Knowledge Base sidebar to start a live chat with the support team.
Flexible Chat Window: The chat window can be collapsed, allowing you to continue working on other screens without interruption.
Close Chat: To remove the chat icon from the screen, go back to the Knowledge Base icon, then select Close Chat.
Unlike in previous Salestrekker, the chat icon in Salestrekker 2.0 needs to be manually enabled or disabled. This gives you control over whether the chat window is visible on your screen.
Navigating the Knowledge Base
Browse Articles: Use the pagination at the bottom of the sidebar to navigate through the list of available articles.
Reading Articles: Click on any article to open it in a separate tab for a more focused reading experience.
Adjusting View: You can expand or contract the size of the sidebar to comfortably view article content without leaving the main screen.
