Knowledge Base
Source of Truth for Presales Teams
Overview
The Knowledge Base is a super-powered content library and enablement tool. DealPage replaces and improves on tools like Seismic and Highspot.
Enhanced by AI, it allows sales engineering teams to manage their content, search from their content, and use their content in complex workflows.
Benefits of DealPage
- Speed: Our AI-powered search engine makes it 90% faster to find answers compared to traditional content libraries.
- Quality: AI provides answers in any format. Try asking for your answer as an email, report, bullet points, or whatever is helpful.
- Easy to Maintain: Documents automatically stay up-to-date if synced with an external tool. Every source has a review period and review owner.
- Easy to Organize: Organize content into folders, with labels, by summary, and more.
Content Library
An organized source of truth that where everything is searchable (including images). Import any file from your computer, or connect an integration to import from tools like Drive, Confluence or Notion. Documents imported from an integration are automatically synced daily.
You must import PDFs with the “PDF with Images” option if you want images to be extracted and searchable
Integrations
See Integrations for up-to-date info on our supported integrations.
Folders
Folders are organizational units. Folders only affect search results through permissions - so they’re useful to segment content by role or team if you don’t want everyone to have access.
Summaries
Summaries are automatically generated when you upload any content. You can edit these summaries if needed. Summaries are used to help narrow down search results.
Labels
Labels are DealPage defaults which are suggested by Paige when documents are uploaded. Labels are implicitly used by Paige to rank search results, but can also be used to explicitly filter search results.
Product Labels
Product Labels are user configured labels. These are typically used to segment different products (e.g. Self-Hosted vs Cloud offerings). The main benefit of Product Labels is explicit filtering during various DealPage Workflows (e.g. Security Questionnaire for your Self-Hosted product).
Reviews
Every document and Verified Answer has an owner and a review policy. Review policies tell us when you want us to remind a document owner to verify that content is up-to-date. These notifications are sent to email by default but can also be received in Slack.
Analytics
When you share content via DealPage, we collect insights into viewers, questions, page view time, and more.
Collections
Collections are a set of documents that can be shared with a single link. Collections are a great way to organize training modules, playbooks, and other resources for your SEs and other sales team members.
When shared, you’ll get detailed analytics including the time viewed per document, most common questions, and how far each user made it through the collection. You set up collections by simply selecting content from your knowledge base, writing a brief introduction, and some example questions for viewers to ask.
They’ll have the option of chatting with the Collection Owner, or with the AI to get instant answers.
Example Collections:
- Training for New Product X
- New SE Onboarding
- Competitor Landscape and Battlecards
Verified Answers
Verified answers are custom question/answer pairs that are used to tune the AI model. The model will prioritize matching answers in Verified Answers before sources from your content library.
