What the Agent Configures
Workspace Structure
- Department knowledge bases (Engineering, HR, Sales, Marketing, Operations)
- Project knowledge bases (per client or project)
- Company-wide knowledge (policies, procedures, onboarding)
- Template library (document templates, process templates)
Article Templates
- How-to guide template (problem, solution, steps, tips)
- Process documentation template (purpose, steps, responsible, frequency)
- Meeting notes template (date, attendees, agenda, decisions, actions)
- Technical documentation template (overview, architecture, setup, troubleshooting)
- FAQ template (question groups with collapsible answers)
- Decision record template (context, options, decision, rationale)
Sharing and Permissions
| Level | Access |
|---|---|
| Internal | All employees can view, authors can edit |
| Department | Department members can view and edit |
| Private | Only author and explicitly shared users |
| Portal | Shared with external portal users (customers) |
| Public | Available to anyone with the link |
Content Organization
- Hierarchical article structure (parent → child articles)
- Cross-linking between related articles
- Tagging system for searchability
- Favorites and bookmarks per user
- Recently updated feed
Search Configuration
- Full-text search across all articles
- Search suggestions and autocomplete
- Filter by workspace, author, date, and tags
- Most-viewed and most-linked articles surfaced first
Integration Points
- Helpdesk — Suggest knowledge articles when agents create tickets
- eLearning — Link knowledge articles to course content
- HR — Onboarding knowledge for new employees
- Website — Publish selected articles as public documentation
- Discuss — Share knowledge articles in chat channels
Getting Started
Deploy Odoo with Knowledge on DeployMonkey. The Knowledge module is Enterprise-only. The agent creates the workspace structure, article templates, and permission model. You fill it with content.