METRICRM
FeaturesAIPricingResources
//
Talk to us
METRICRM
ProductPricingFeaturesAIIntegrations
ResourcesUser GuideContact
LegalTerms of ServicePrivacy NoticePDPA NoticeData Processing AgreementCookie Policy
© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.21.0
All guidesMetriCRMAccounts and contactsThe 360° customer pageTasks and My workKnowledge base articlesSegments, duplicates and mergingCustom fieldsRouting rulesAutomatic assignmentAutomationsImport and exportCustomer satisfaction surveys
User Guide › MetriCRM

Knowledge base articles

Write answers once, translate them and publish to your team or customers.

For: Everyone

Steps

  1. 1Open Knowledge Base and select New article.
  2. 2Write the article in the editor and choose a category.
  3. 3Use the language tabs to add Bahasa Melayu and 中文 — or select Translate with AI and review the result.
  4. 4Submit for approval. An approver publishes it.
  5. 5Choose visibility: Internal (your team and the copilot) or Public (also the customer portal).

Related guides

  • Accounts and contactsCreate customer records, link people to companies and assign account managers.
  • The 360° customer pageEverything about a customer on one page: timeline, notes, tasks and AI summary.
  • Tasks and My workPlan follow-ups with due dates, reminders and repeats.
  • Segments, duplicates and mergingSave filters for reuse and clean up duplicate records.

Still need help? Contact support

On this pageStepsRelated guides