Salesboom
CRM Software Support Center
22+Years of CRM Innovation
3,500+Businesses Transformed
159Countries Served
24/7Customer Self-Service
The Problem

Why Your Customers Shouldn't Have to Call for Answers

Every time a customer calls to ask a question your team has answered a hundred times before, it costs you time, money, and a piece of that customer's patience.

Agents Answering the Same Questions

Agents spend hours every week answering repetitive inquiries that a well-structured public knowledge base could resolve automatically — at any hour, without human involvement.

Customers Waiting in Queues

Customers wait in support queues for basic information they could find themselves in seconds. Every minute of wait time erodes trust and increases the likelihood of churn.

Support Costs Scale With Volume

Without self-service, support costs grow linearly with your customer base. A public knowledge base lets you level off that curve by deflecting routine inquiries at scale.

No After-Hours Coverage

Customers in different time zones are left without answers when your team is offline. A 24/7 knowledge base closes that gap without adding overnight staffing costs.

Institutional Knowledge Locked Away

Valuable answers to common questions live in the heads of your best agents — invisible to customers and at risk of disappearing when those agents leave.

Disconnected Help Tools

Standalone FAQ pages and external knowledge base tools require separate maintenance, constant synchronization, and additional subscriptions — creating overhead without real value.

The Solution

What Is the Salesboom Public Knowledge Base?

A searchable library of reviewed, published solutions embedded directly into your website — managed entirely within your CRM, with no third-party tools required.

Customer service representatives create and publish solutions directly from within the CRM. Once reviewed, published, and flagged for the public knowledge base, solutions become instantly accessible to website visitors — no login required.
  • Only reviewed and approved solutions appear publicly
  • Solution Managers manage the entire publishing workflow
  • Solutions are updated centrally so customers always see accurate information
  • The knowledge base grows organically as your team resolves new issues

Salesboom generates HTML code needed to embed a branded search box directly onto your website. Visitors type their query and instantly surface relevant solutions — all hosted through your CRM.
  • Clean, embedded search box that matches your site's design
  • Instant results pulled from your reviewed and published solution library
  • Mobile-friendly access from any browser or device
  • No account creation or login required to search

Administrators control the appearance and behavior of the embedded search widget — including logo, messaging, width, and the number of results displayed per page. The experience stays consistent with your brand.
  • Add your logo and customize primary and secondary text messages
  • Set widget width to match your site's layout
  • Choose how many results appear per page
  • Results display inside a frame embedded directly in your site

Whether you have 10 published solutions or 10,000, the Public Knowledge Base delivers consistent performance powered by Salesboom's cloud infrastructure. No performance degradation as content volume grows.
  • No artificial limits on published solutions
  • Paginated search results keep the experience clean at any scale
  • Multiple authorized profiles can publish simultaneously
  • Multi-region and multi-language support as your business expands
Salesboom CRM Public Knowledge Base management dashboard showing solution publishing workflow and embedded search configuration
Quick Setup

Setting Up Your Public Knowledge Base in Minutes

No technical expertise required. Salesboom walks you through the entire setup from within the Control Panel, generating ready-to-use HTML you simply paste into your website.

1

Access the Public Knowledge Base Manager

Navigate to Control Panel → Public Knowledge Base → Manage Public Knowledge Base inside your Salesboom CRM to open the full configuration panel.

2

Customize Your Search Widget

Add your logo URL, write a primary and secondary text message, set the desired width, and choose how many results to display per page to match your website's design.

3

Generate and Copy the HTML Code

Click the Generate HTML button to produce ready-to-embed code. Use the Highlight Text option, right-click, and copy the code to your clipboard in seconds.

4

Paste the Code Into Your Website

Place the copied HTML in the desired location on your website. Note: your site must support frames for the search box and results to display correctly.

5

Publish Solutions to the Knowledge Base

For each solution to be publicly visible, ensure it is marked Reviewed, has Published checked, and has Add to Public Knowledge Base enabled. It appears in search results instantly on save.

You're Live — Start Deflecting Tickets

With your knowledge base live and solutions published, customers begin finding answers on their own immediately — reducing inbound ticket volume from day one without any ongoing maintenance.

Who Benefits

Who Benefits from a Public Knowledge Base — and How

The Public Knowledge Base creates measurable value across your entire organization — from your front-line support agents to your website visitors.

Support Teams

Fewer repetitive tickets means agents spend less time on routine inquiries and more time on complex, high-value issues. The knowledge base scales without adding headcount.

Customers

Whether it's 2 PM or 2 AM, customers get the answers they need without waiting on hold. This improves satisfaction, builds trust, and reduces the friction that leads to churn.

Managers

All published solutions are managed in one place. Updates in the CRM reflect immediately in public search results — no need to maintain separate FAQ pages or static documents.

IT & Web Teams

Once the HTML snippet is embedded, the knowledge base runs itself. No plugins to update, no separate platform to maintain — content is always pulled live from your CRM.

The Salesboom Advantage

Built-In Knowledge Management, Not Bolted On

Unlike standalone knowledge base tools that require separate subscriptions and integrations, Salesboom's Public Knowledge Base is a native CRM feature — included, connected, and always in sync.

Native CRM Integration

Solutions created during real customer interactions feed directly into your knowledge base — no copy-pasting between systems, no manual exports, no reconciliation.

Role-Based Publishing Control

Granular profile permissions ensure only authorized team members can approve and publish content — maintaining quality and accuracy at every step of the workflow.

No Additional Software Required

The entire knowledge base is managed within Salesboom — one platform, one login, zero additional tools or subscriptions. Lower total cost of ownership from day one.

Instant Publishing

Changes made to solutions in the CRM are reflected immediately in public search results — keeping your customers informed with the most current, accurate information available.

Proven at Scale

3,500+ businesses across 159 countries use Salesboom CRM to manage and serve their customers — the Public Knowledge Base is battle-tested at every scale of operation.

22+ Years of CRM Innovation

Salesboom has been building and refining CRM tools since 2003, bringing deep expertise to every feature — including customer self-service and knowledge management.

Customer & Team Alignment

Understanding What Customers and Support Teams Really Need

A great knowledge base serves two audiences simultaneously. Salesboom's design satisfies both — without compromise.

🔍

Customers Want Instant Answers

Customers want to resolve their issues quickly, on their own terms, at any hour — without navigating phone menus, waiting in queues, or creating an account just to ask a question.

How Salesboom delivers: The embedded public search box gives any website visitor instant access to your reviewed solution library — no login, no wait, no friction.
📋

Support Teams Need Quality Control

Agents and managers need assurance that only verified, accurate content reaches customers — and that updates to the knowledge base happen instantly without separate maintenance workflows.

How Salesboom delivers: The three-step review-and-publish workflow ensures no draft or unverified content ever goes live. Updates in the CRM reflect immediately in public search results.
🛠

IT Teams Fear Integration Complexity

IT teams and web administrators fear taking on yet another platform to maintain, update, and integrate — especially when the value of standalone knowledge base tools doesn't justify the overhead.

How Salesboom delivers: A single HTML snippet — generated automatically by Salesboom — is all that's needed. No plugins, no APIs, no ongoing technical maintenance once embedded.
Risk Management

Reducing Support Risk with a Managed Public Knowledge Base

An unmanaged FAQ page or static help document creates risk: outdated information, inconsistent answers, and no quality control. Salesboom eliminates these risks through structured review-and-publish workflows.

Outdated Content Risk Eliminated

Solutions are updated centrally in the CRM. Changes reflect immediately in public search results — no manual page edits, no stale FAQ entries left to mislead customers.

Accuracy Risk Controlled

Only Reviewed solutions are published — no draft or unverified content can accidentally reach customers. The three-step workflow is the gatekeeper for every public-facing answer.

Overcrowded Queue Risk Reduced

Deflecting routine questions to self-service reduces ticket volume, freeing agents for complex issues that genuinely require human expertise and intervention.

Knowledge Silo Risk Removed

Valuable answers captured during real support interactions are systematically published and preserved — so institutional knowledge outlives any individual team member.

After-Hours Gap Risk Closed

24/7 availability means customers are never left without answers, regardless of your team's working hours — no overtime, no missed inquiries, no frustrated off-hours customers.

Scaling Risk Mitigated

Support costs that grow linearly with customer volume are flattened by self-service. The knowledge base absorbs increasing inquiry volume without increasing headcount.

FAQ

Frequently Asked Questions About the Public Knowledge Base

Get quick answers to the most common questions about setting up and using Salesboom's Public Knowledge Base.

No. The Public Knowledge Base is accessible to anyone who visits your website. Customers can search for and view published solutions without creating an account or logging in. However, if you want customers to be able to submit cases — not just search solutions — you will need a web-to-case capture tool configured separately in your Salesboom CRM.

Only solutions that have been marked as Reviewed, have the Published checkbox checked, and have the Add to Public Knowledge Base checkbox enabled will appear in public search results. Drafts, internal notes, and unpublished solutions remain private and are never visible to website visitors.

Authorized profiles — such as the standard Solution Manager profile — have the ability to review, publish, and include solutions in the public knowledge base. Standard customer service representatives can create solutions, but publishing to the public-facing knowledge base requires the appropriate permission level set by your CRM administrator.

Your website must support frames in order for the search box and results to display correctly. The search widget is embedded using standard HTML code that Salesboom generates for you — no plugins, APIs, or developer work required beyond pasting the code into your site.

Yes. You can add a logo image, customize the primary and secondary text messages displayed with the search box, set the width of the widget, and choose how many results appear per page. This allows the search experience to align with your website's design and branding without any custom development.

By default, customers can only search for solutions in the Public Knowledge Base — they cannot submit cases without a login. If you want to allow visitors to submit cases directly from your website, you will need to configure a web-to-case capture tool within your Salesboom CRM setup separately from the knowledge base configuration.

Solutions appear in public search results instantly once all three publication conditions are met and the record is saved: the status is set to Reviewed, the Published checkbox is checked, and the Add to Public Knowledge Base checkbox is enabled. There is no delay or publishing queue — the update is live immediately.
Support Center

Explore More Salesboom CRM Help Resources

Discover other powerful features and modules that work alongside your Public Knowledge Base to deliver complete customer service excellence.

Get Started

Ready to Let Your Customers Find Answers on Their Own?

Set up your Public Knowledge Base today and start deflecting repetitive support tickets while giving customers the 24/7 self-service experience they expect. Book a demo to see how Salesboom CRM makes it effortless.

Questions? Call: 1-855-229-2043

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