Knowmax Features
Self-Service Experience (4)
Knowledge Base
Provides a repository of information that can be used by those seeking support.
Searchable Articles
Makes articles in the knowledge base searchable on the web.
Mobile Optimization
Optimizes the customer self-service experience on mobile devices
Personalization
Gives the user targeted, personalized results based on their activity or preferences
Self-Service Platform (4)
Branding
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Automation
Automates some or all operation related tasks
Artificial Intelligence
Utilizes artificial intelligence to improve workflows or customer experiences
Integrations
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
Administration (6)
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Database Management
Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.
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Data Workflows
Operationalizes data delivery workflows to easily scale repeatable preparation needs
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Issue Management
Provide workflows to create and escalate issues related to risks and requests
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Integrations
Integrates with live chat, chatbots, help desk, or other customer service software
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Performance and Reliability
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
Compliance (4)
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Policies and Controls
Ability to control file/folder access by user or group, external sharing permissions, editing policies, device location restrictions, sharing by device, etc.
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Data Governance
Ensures user access management, data lineage, and data encryption
Compliance
Deliver standard reports for compliance standards and frameworks such as ISO, SOX, PCI, and HIPAA.
Auditing
Perform ad-hoc or ongoing IT audits at different levels of the company.
Data Security (4)
Risk Data Attributes
Identify risk data attributes such as description, category, owner, or hierarchy.
Data Transport
Protects data with some form of encryption as it leaves your secure or local network.
Access Management
Allows administrators to set user access privileges to permit approved parties to access sensitive data.
Multi-Factor Authentication
Requires a second level of authentication, such as sms messaging or customized tokens, to access data.
Guide Options (5)
Rich Text Editor
Allows users to create guides using a rich text editor.
Drag and Drop Editor
Allows users to create guides with a drag and drop interface.
Page Templates
Provides pre-built templates for guide and allows users to create templates.
Video Tutorials
Allows users to created video-based work instructions.
Document Upload
Allows users to upload documents of user guides or documentation to be included in user guides.
Guide Tools (4)
Prerequisites
Provides a list of prerequisite tasks or tools necessary for a particular set of work instructions.
Workflows
Attaches user guides to pre-defined workflows.
Training Modules
Allows users to create cohesive training modules using work instructions.
Analytics
Gathers data on manual usage and user data.
Access Options (4)
Multi-Language Support
Supports multiple languages.
Mobile Device Support
Guides can be accessed on mobile devices like tablets and mobile phones.
Single Sign-On (SSO)
Allows users to sign into the software using a single sign-on (SSO) application.
Decision Support
Tools that provide relevant information at specific times to support judgments and courses of action
Knowledge Pages (12)
Templates
Provides pre-made templates for wiki pages and knowledge articles.
In-Content Feedback
Allows users to leave feedback within a wiki page or knowledge article.
Versioning and Version History
Allows users to see version history and return to previous versions of wiki pages.
Decision Trees
Displays knowledge articles to be arranged in a decision tree.
Duplicate Detection
Detects any creation of already existing knowledge pages and alerts user
Content Editor
Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio
WYSIWYG Editor
What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Knowledge Dissemination (15)
Page Analytics
Provides data on wiki page and knowledge article use.
Permissions
Allows administrators to provide permissions and gate pieces of content based on role.
Knowledge Sharing
Offers additional tools that facilitate knowledge sharing and collaboration.
Notifications
Notifies users when changes occur.
Advanced Search
Offers AI-based search capabilities
Browser Extension
Allows users to capture knowledge from the web
Organization
Allows knowledge pages to be organized into sections and subsections as needed
Other Integrations
Integrated with other tools to faciliate the sharing of information
Knowledge Integrations
Integrates with other knowledge repositories in the business
Full Text Search
Search for specific words or phrases within a document or database
Web Notifications
Set-up notifications and alerts for web browsers and apps.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Website Integration
Seamlessly integrates with 3rd party websites
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Knowledge Management (3)
Knowledge Base
Enables the creation of an internal repository of knowledge articles
Publishing Workflows
Provides workflows for writing, editing, approving, and publishing knowledge article content
Analytics
Helps users understand which knowledge articles are working and identifies areas of improvement
Customer Support (3)
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Intelligent Search
Offers a search function that auto-suggests the knowledge articles that best fit the agent’s query
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Suggestions
Analyzes customer support tickets or conversations to suggest relevant knowledge articles
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Decision Trees
Allows for the creation of flowcharts or decision trees that guide agents step-by-step through resolving customer issues
Generative AI (2)
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Knowledge Base (4)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Multi-Language
Manage and support multiple languages
Agentic AI - Customer Self-Service (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (72)
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Customizable Fields
Customize data fields to support various needs and use cases
Customizable Branding
Add customized logos and colors to align with company branding
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Content Library
Centralized repository to store content and assets
Workflow Management
Create, design and manage workflows for repetitive tasks
Text Editing
Edit text as needed
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Activity Tracking
Track and document all activities across devices, networks, and other systems
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
API
Application programming interface that allows for integration with other systems/databases
Live Chat
Ability to chat online in real time
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Commenting/Notes
Leave comments and notes on documents for others to view
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Document Management
Store, manage, and track all electronic documents in a centralized location
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Customizable Branding
Add customized logos and colors to align with company branding
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Real-Time Reporting
Active reporting of data and metrics
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Mobile Interface
A way of interacting with a mobile application using items such as windows, icons, and menus
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Online Forums
Email Alerts
Receive and/or send email notifications for urgent updates, requests, or other information
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Mobile Alerts
Notifications via mobile devices
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Document Storage
Store and organize documents in a centralized system
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Live Chat
Ability to chat online in real time
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Wiki
An informational database that allows users to add, delete, or revise content
Text Editing
Edit text as needed
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Customizable Reports
Alter the layout and content of reports
Customizable Fields
Customize data fields to support various needs and use cases
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Workflow Management
Create, design and manage workflows for repetitive tasks
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Activity Tracking
Track and document all activities across devices, networks, and other systems
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Document Management
Store, manage, and track all electronic documents in a centralized location