Plans supporting this feature: Professional Business Enterprise
The Knowledge base portal is the control center for creating, organizing, and managing every aspect of your documentation project. From writing articles and structuring categories to configuring branding, domains, and security, the portal gives you complete visibility and control. It also connects you with advanced tools like interactive decision trees, API documentation, analytics, and feedback management—ensuring your knowledge base stays structured, accessible, and effective.
Anything you create or configure in the portal directly shapes the Knowledge base site—the version that your end-users and readers interact with.
In the Knowledge base portal, you can:
Create Category, Articles, and Templates
Manage files, users, and readers
Set up branding, domain, security, and more for the Knowledge base site
Here are some elements you'll find on the knowledge base portal:
Home
Documentation
Interactive decision trees
API Documentation
Feedback manager
Analytics
Knowledge Pulse
Connections
Drive
Content tools
Settings
Top navigation bar
NOTE
Anything created and/or configured on the Knowledge base portal will affect what an end-user or reader would see on the Knowledge base site.
1. Home
The Home section provides a unified view of your Document360 project. It includes the Overview, Tasks, Recent, Starred, and Recycle bin pages.
Overview: The Overview page displays project activity, assigned tasks, article performance, comments, and workspace metrics based on your role. Use this page to monitor and manage documentation progress from a single location.
Tasks: The Tasks page lets you view and manage articles assigned to you, overdue items, and content grouped by workflow status.
Recent: The Recent page shows articles you have recently accessed, helping you quickly return to active or frequently used content.
Starred: The Starred page displays articles you’ve marked for quick access to important content.
Recycle bin: The Recycle bin stores deleted items for 30 days, allowing you to restore them before they are permanently deleted.
2. Documentation
The Documentation section is where you create and organize the structure of your knowledge base. It includes tools to manage categories, subcategories, and articles, as well as access to content management areas such as All articles, Recent, Starred, Recycle bin, and Shortcuts for Tasks, Feedback manager, Site customization, Templates, Variables, Glossary, and Snippets.
3. Interactive decision trees
The Interactive decision trees module lets you build visual, step-by-step guides that help readers navigate workflows, troubleshooting paths, or onboarding processes. Each tree can include text, media, and branching logic to simplify complex scenarios.
4. API documentation
The API documentation module helps you create and manage API reference content. You can upload OpenAPI (Swagger) files in JSON or YAML format, and the corresponding API endpoint articles are created automatically in the Knowledge base portal. Readers can test endpoints directly through the Try it! feature.
5. Feedback manager
The Feedback manager tracks and manages feedback from both articles and Eddy AI search. It consolidates likes, dislikes, comments, and unanswered queries in one place, helping you monitor content quality and identify information gaps. Team members can assign, update, or export feedback for further analysis.
6. Analytics
The Analytics section provides insight into how users interact with your knowledge base. It includes metrics for articles, search performance, team activity, feedback trends, and link status, helping you measure engagement and improve content effectiveness.
Here is the list of metrics and modules you can track with the Analytics tool:
7. Knowledge Pulse
The Knowledge Pulse module provides automated insights into content quality by scanning your knowledge base for issues such as duplicate content. It consolidates scan reports in a single location and helps you review, compare, and update articles to maintain consistency across your documentation. You can view report details, track scan history, and run manual scans (based on your permissions and plan). Knowledge Pulse is the central hub for periodic content analysis and will expand to include additional audit capabilities in future releases.
8. Connections
The Connections module lets you configure and customize the Integrations, Extensions, and Knowledge base widget displayed on your website or application. You can adjust its installation settings, appearance, behavior, and mapping options to control how readers access your knowledge base content.
9. Drive
The Drive module provides centralized cloud storage for all project files and assets used in your knowledge base. It enables team members to upload, organize, and manage files in one place, ensuring easy access and consistency across the project.
10.Content tools
The Content tools section includes
Content resources - Templates, Custom pages, Variables, Snippets, and Glossary
Content management - Article review reminders, SEO description, Tags, Find & replace
Import & export - Import & export project, Export to PDF
12. Settings
The Settings section contains all configuration options for your project, including portal, site, users & permissions and AI features. You can control portal and site behavior, customize content appearance, manage users, roles, and access, and set up security and authentication options. It also lets you configure AI features, and system-level preferences to match your organization’s needs.
13. Top navigation bar
The Top navigation bar provides quick access to essential portal controls and resources. It includes options to switch projects and workspaces, create content, search the portal, open the Knowledge base site, and access your profile, help resources, and release updates.