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Getting Started

How to Access Knowledge Management

  1. Go to https://portal.pronetx.com.
  2. Sign in with the credentials your organization provides.
  3. In the left menu, click CxPortal.
  4. In the left menu, click Knowledge Management.

Note: If certain actions are not visible in the UI, your role may not include those permissions.

Understanding the Knowledge Management Browser Layout

Knowledge Management is accessible in left menu in CxPortal. Expand Knowledge Management to access your Knowledge Bases and Articles and use the Actions button in the upper right corner of each screen to perform tasks such as adding, editing, or syncing content.

The Knowledge Management module is split into main two areas:

  • Knowledge Bases: This page displays your Knowledge Bases along with their type and connection. You can search for a Knowledge Base by name and use the filters on the left side of the screen to narrow the list.
  • Articles: This page lists the articles within your Knowledge Bases along with details such as article title, association, and tags. You can use the filters on the left side of the screen to filter articles by their Knowledge Base or tags.

Your First Task

Try it: Create your first Knowledge Base:

  1. In the left menu, expand Knowledge Management.
  2. Click Knowledge Bases.
  3. In the upper right corner of the screen, click Actions.
  4. Click Add New Knowledge Base.
  5. Enter Knowledge Base name and S3 bucket.
  6. Click Create Knowledge Base.

For the complete workflow, including editing, syncing, and deleting Knowledge Bases — see Setting Up Knowledge Bases.

What to Do Next

Now that you've created a Knowledge Base, here's what to do next: