Docsie Features

Provides a repository of information that can be used by those seeking support.

Makes articles in the knowledge base searchable on the web.

Enables users to engage with other users to solve common issues.

Optimizes the customer self-service experience on mobile devices

Gives the user targeted, personalized results based on their activity or preferences

Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.

Automates some or all operation related tasks

Utilizes artificial intelligence to improve workflows or customer experiences

Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools

Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.

Operationalizes data delivery workflows to easily scale repeatable preparation needs

Provide workflows to create and escalate issues related to risks and requests

Integrates with live chat, chatbots, help desk, or other customer service software

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took

Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.

Ensures user access management, data lineage, and data encryption

Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.

Perform ad-hoc or ongoing IT audits at different levels of the company.

Identify risk data attributes such as description, category, owner, or hierarchy.

Protects data with some form of encryption as it leaves your secure or local network.

Allows administrators to set user access privileges to permit approved parties to access sensitive data.

Requires a second level of authentication, such as sms messaging or customized tokens, to access data.

Provides pre-made templates for wiki pages and knowledge articles.

Allows users to leave feedback within a wiki page or knowledge article.

Allows users to see version history and return to previous versions of wiki pages.

Displays knowledge articles to be arranged in a decision tree.

Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio

Provides data on wiki page and knowledge article use.

Allows administrators to provide permissions and gate pieces of content based on role.

Offers additional tools that facilitate knowledge sharing and collaboration.

Notifies users when changes occur.

Offers AI-based search capabilities

Allows users to capture knowledge from the web

Allows knowledge pages to be organized into sections and subsections as needed

Integrated with other tools to faciliate the sharing of information

Integrates with other knowledge repositories in the business

Enables the creation of an internal repository of knowledge articles

Provides workflows for writing, editing, approving, and publishing knowledge article content

Helps users understand which knowledge articles are working and identifies areas of improvement

Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query

Analyzes customer support tickets or conversations to suggest relevant knowledge articles

Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues

Integrate with software such as ERP or CRM to use data for document generation

Allows users to generate documents using information from spreadsheets

Include templates for various types of documents such as invoices or quotes

Automate document generation based on customizable rules

Allow users to personalize documents for branding purposes

Define and manage workflows for document distribution

Create a schedule to deliver documents at predefined times

Provide the ability to generate and deliver documents by batch

Ability to search across different data sources, such as databases, intranets, and applications.

Offers search for a variety of file types.

Ability to search in multiple languages without any additional work required.

Ability of search to handle typos.

Allows the end user to filter and refine search results.

Ability to define synonyms for search terms.

Allows the user to see highlighted results to see which words or phrases match the search query.

Allows the user to search in a natural, intuitive manner.

Gives the user targeted, personalized results based on their activity or preferences.

Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.

Ability to plug the search capabilities into other applications or tools.

Integrates with calendars to link relevant documents for meetings or appointments

Embeds live documents into websites

Integrates with third-party applications, such as business instant messaging software, collaboration tools, and project management software

Tracks changes made to documents and access all revision history

When reviewing documents, provides suggestions that can be accepted or rejected by the document owner

Provides editing and proof-reading tools such as spell check and grammar check

Exports files in multiple file formats including .docx, .pdf, .odt, .rtf, .txt or .html format

Imports documents in multiple file formats for editing

Transforms a document into a web page and publish to the internet

Allows multiple users to collaborate on a single document and see edits in real-time

Allows users to communicate in real-time via chat and comments within the document

Ability to insert graphics, including photos, charts, drawings, graphs, etc.

Offers multiple editable templates for documents inluding flyers, resumes, calendars, newsletters, etc.

Offer various color themes which can be applied to the document

Supports Microsoft Windows operating system

Supports macOS operating system

Supports Linux operating system

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Converts images into a textual description, identifying key elements.

Condenses long documents or text into a brief summary.

Condenses long documents or text into a brief summary.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Embed generative (RAG) capabilities for enhanced answer generation using retrieved content

Allow tuning relevance and ranking through machine-learning or Learning-to-Rank models

Enable the system to understand and interpret natural-language queries

Offers search for a variety of file types.

Ability to search across different data sources, such as databases, intranets, and applications.

Ability to search in multiple languages without any additional work required.

Gives the user targeted, personalized results based on their activity or preferences.

Allows the user to understand how other users are using the search functionality through dashboards, KPIs, etc.

Ability to plug the search capabilities into other applications or tools.

Allows the user to see highlighted results to see which words or phrases match the search query.

Allows the end user to filter and refine search results.

Ability of search to handle typos.

Ability to define synonyms for search terms.