Customer knowledge management: the loop between the inbox and the base, and where it breaks

Updated

Customer knowledge management sounds like a discipline and is really a loop with four steps. Companies that run it well are not doing anything sophisticated; they are just closing the loop, and there is one specific place it usually breaks open.

Step one: the ticket reveals the gap

Every question answered by a human is either a gap in the base or a gap in findability. Those are different problems with different fixes, and telling them apart requires asking the person whether they looked.

Step two: the article fills it

Written by whoever answered, in the words the customer used, not the words the product uses. This is the step that produces genuinely findable articles and it only works if the writer is the answerer.

Step three: the base deflects

Measured as ticket volume on that topic, before and after. This is the number the whole loop exists to move and it is the one almost nobody records, which is where the loop breaks open: without it, writing articles feels productive whether or not a single person has read them.

Step four: what is left reveals the next gap

The residue is the interesting part: the questions people still ask after reading the article. Those usually mean the article is answering a slightly different question from the one being asked, which is a five-minute fix and is invisible unless somebody is looking at the remaining tickets.

Where it breaks: nobody attributes deflection

Without step three the loop is just writing articles, and writing articles feels productive whether or not anybody reads them. Attribution does not need to be sophisticated: topic-tagged ticket counts by month are enough to see whether a page did anything.

Questions people ask about customer knowledge management

Who should own this loop?

The support lead, because they hold both ends of it. Handing article writing to marketing severs the loop at step one.

How often should we run it?

Monthly is enough at small scale. The point is that it happens on a cadence rather than during a quarter when somebody has time.

What if tickets do not fall?

Then the article is not the one people needed, or it is not findable. Both are fixable and both are invisible without step three.

What should the ticket export contain for step one?

The subject line, the topic tag, the date, and the handling time. Subject lines give you the customer's words, tags give you the counts by topic, dates give you the trend and handling time gives you the ranking. Four columns, one afternoon.

Sources

Related answers

Keep the article library: $29 a monthStart the article library