Collections

Create collections of knowledge base documents to help visitors find the right article for their needs. Collections in your knowledge base are exactly what they sound like — a cohort of documents that are relevant to each other. When a document belongs to a collection, it will display the collection's label in knowledge base search results and at the top of the document. This helps knowledge base visitors parse which knowledge base articles are relevant to them.

• Create a collection

• Add a document to a collection

• Visitor experience

If you are using Aha! Knowledge Advanced with Aha! Roadmaps, you can report on collections to help you manage your knowledge base content.

Create a collection

Customizations admins can create new collections in your Aha! account:

• Navigate to ⚙️ Settings -> Account -> Knowledge -> Collections and click Add collection.

• Name the collection in the Collection field. Then choose a color.

• Configure the toggle next to Visible in the KB. Enabling the toggle means the collection label will be visible in your knowledge base search results and at the top of articles that belong to that collection. Disabling it will ensure the collection will not appear in your knowledge base.

• Click Create collection.

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Add a document to a collection

Once you have added a collection, workspace owners and contributors can add documents to it. Click into the Collections field in a document's Overview tab and select the collection you want to add it to.

If you are using Aha! Knowledge Advanced with Aha! Roadmaps, you can also bulk edit documents from a list report to add them to a collection.

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Visitor experience

When you have configured collections in your knowledge base, it enhances a visitor's experience in several ways:

• Visitors can filter search results by collection. This is useful in knowledge bases that support more than one product.

• Search results will display which collection(s) a knowledge base document belongs to, providing helpful context for visitors.

• Articles in your knowledge base will display a collection's label at the top of the document, signaling to visitors that it belongs to a collection.

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