Knowledge Base
One place to write down how things work, versioned so nothing is lost, with a visibility model precise enough that an MSP can publish the same article to its technicians, to one client, or to all of them — and each client decides how it appears to their people.
The problem
The answer exists. Someone wrote it in a ticket reply eighteen months ago, or it is in a Word document on a share drive, or it is in a technician’s head. So the same question arrives again, and someone answers it again, and the answer is just as unfindable afterwards as it was before.
For an MSP the filing problem comes with a disclosure problem. The runbook for a client’s firewall failover contains that client’s topology. The internal triage notes are not for clients at all. A single “publish” button forces a choice between writing nothing down and writing it somewhere the wrong reader can reach it — so most of it gets written down nowhere.
And when the provider does publish to a client, the client is handed something they cannot shape: an article filed under someone else’s taxonomy, appearing in their help centre whether it fits their business or not.
What Solidlio does about it
Every article carries a visibility level as well as a status: MSP-internal, one organization, one account, named client organizations, all managed clients, or platform-wide. That level is evaluated on every customer-facing read — Help Center, search, related articles, the AI assistant and ticket deflection all apply the same rule set from the same place, so a new reading surface cannot forget it. Receiving clients get the other half of the control: hold new shares for review, hide any article, or re-file it under their own categories, without touching the provider’s copy. Every content change is versioned and restorable. And published articles are embedded as vectors, so customers find answers by describing the problem — including in the deflection panel that runs while they are typing a ticket, before it becomes one.
Capabilities
| Capability | What it does |
|---|---|
| Markdown authoring | A real editor — formatting toolbar, live preview, fullscreen — with tags, categories and seven document types. |
| Version history | Every content change snapshots the previous text with an optional change note; any version reads in full and restores. |
| Non-destructive restore | Rolling back saves the current text as a new version first, so a restore can itself be undone. |
| Five visibility levels | MSP-internal, one organization, one account, managed clients, or platform-wide — six audiences, because client sharing addresses either named organizations or all of them. |
| Per-client sharing | Tick the client organizations that get an article; the panel shows who has access before you save. |
| Client-side share control | The receiving organization holds new shares for review, hides individual articles, or re-files them under its own categories. |
| Managed categories | One category list per organization drives the authoring picker, the article filter and the Help Center tiles alike; renaming one re-files its articles. |
| Reviewed publishing | Draft, In Review, Published and Archived — every state reachable from the article header, and none of them a dead end. |
| Linked to the estate | An article attaches to the configuration items it documents, from either side. The runbook for a server appears on that server’s page, and on any ticket raised about it. |
| Ticket deflection | Search the knowledge base while a customer types their request and offer up to five articles, with a “this solved my issue” exit. |
| Customer Help Center | Keyword and semantic results together, category tiles with live counts, read-time estimates and related reading. |
| AI assistant access | The Sol assistant searches and quotes articles on all four portals, bounded by the same visibility rules as a human reader. |
| Visible index health | An article that saved but could not be indexed says so, and a one-click re-index sweeps up whatever was missed. |
| Reader feedback | A helpful / not-helpful vote with an optional comment, recorded per submission and aggregated per article. |
| Engagement analytics | Views, helpful and not-helpful counts, and a helpfulness percentage over the real vote count. |
| Mobile reading | Customer Help Center and staff article browsing on iOS and Android. |
Built for MSPs and their clients
A managed client is a separate tenant, not a folder. That is what makes one article publishable to three different audiences without copying it — and what lets the receiving client own its own presentation.
| Organization | MSP | |
|---|---|---|
| Writes articles | Its own, for its own people | Its own, plus articles published into its clients |
| Internal-only articles | Organization-scoped | MSP Internal — never reaches any client |
| Chooses the audience | Own organization or own account | Also: named clients, or all managed clients |
| Decides what reaches readers | Holds, hides or publishes anything shared with it | Chooses who receives it |
| Owns the filing | Re-files shared articles into its own categories | Files its own copy under its own |
| Sees the other’s drafts | Never | Never |
| Feedback on shared articles | Its readers vote | Sees the votes and the helpfulness rate |
Three structural guarantees fall out of this. An MSP-internal article has no visibility value that a customer read path will match, so it cannot be surfaced by any customer-facing feature, present or future. A tenant-owned article cannot be given cross-tenant reach: an author who asks for platform-wide publication is scoped to their own account unless they are a platform administrator. And a client’s decision to hide or hold an article never edits the provider’s copy — the two sides cannot overwrite each other.
How it works
- Write it — a real Markdown editor, in the portal you already work in.
- File it — one of your organization’s categories, a type and tags.
- Choose who reads it — internal, one organization, an account, named clients, all clients, or platform-wide.
- Publish it — the article is embedded for semantic search on the way in, and who published it and when is recorded.
- The client decides how it lands — published straight away, or held for their review, hidden, or re-filed under their categories.
- It finds the reader — Help Center, search, the AI assistant, and the deflection panel on the new-request form.
- Readers tell you if it worked — helpful or not, with an optional comment.
- Edit freely — every change is versioned, and any earlier version reads in full and restores without losing what replaced it.
Compliance and audit
- Every content change is retained. The superseded text, who replaced it, when, and an optional reason — so “what did this policy say in March” is a question with an answer.
- Publication is attributable. The publisher and publication time are recorded on the transition, not only when an article is created published.
- Every feedback submission is written to the audit log with the article title, the verdict, the comment and the submitting person — alongside the queryable row that drives analytics.
- Cross-tenant reads are indistinguishable from missing articles. A request for another tenant’s article returns “not found”, never “forbidden”, so identifiers cannot be enumerated by trial.
- The tenant is taken from the authenticated session, never the request body. Search and deflection accept an organization field for backward compatibility and ignore its value.
- The role matrix is asserted, not assumed. A test walks all six roles against the authoring routes, so a change to the access floor fails the build rather than shipping.
Editions
The knowledge base carries no plan gate. Every capability above is available on every tier, including Free.
| Capability | Free | Starter | Growth | Scale | Enterprise |
|---|---|---|---|---|---|
| Authoring, lifecycle, categories, tags | ● | ● | ● | ● | ● |
| Version history and restore | ● | ● | ● | ● | ● |
| Five visibility levels and per-client sharing | ● | ● | ● | ● | ● |
| Client-side control of shared articles | ● | ● | ● | ● | ● |
| Customer Help Center and feedback | ● | ● | ● | ● | ● |
| Semantic search and ticket deflection | ● | ● | ● | ● | ● |
| Engagement analytics | ● | ● | ● | ● | ● |
| Sol assistant access to the knowledge base | ● | ● | ● | ● | ● |
Indexing an article for semantic search costs one AI credit, drawn from the account’s existing allowance, so plan size governs how much of a corpus is searchable at once rather than whether the feature exists. Writing, versioning, publishing and browsing are never refused for want of credits — an article that cannot be indexed saves anyway, says so, and can be re-indexed later. Semantic queries are not separately charged; Sol conversations are metered per turn.
Write it down once, keep every version, and let each side decide who reads it.