The Knowledge Base section enables you to integrate your CRM-based knowledge articles with your SnapCall Workspace.

Before proceeding with the steps outlined below, ensure that your Workspace is subscribed to either the Pro or Enterprise plan.

As an Admin or Owner of the SnapCall Workspace, navigate to Apps & Tools in the left menu and select the 'Knowledge Base' option. This action will direct you to the page displayed in the screenshot provided.

Within the 'Preference' tab located at the top of the screen, ensure that the 'Relevant content recommendations' option is activated for your Workspace. Afterward, return to the 'General' tab.

At the upper section of the screen, locate the "Connect your knowledge base" option, enabling you to input the primary URL of your Knowledge Base.

After entering the URL, click on 'Save', and you're all set! Going forward, SnapCall will automatically search for pertinent articles when a client raises an issue using SnapCall Clip.