The questions your clients ask every month get answered once, published inside the portal, and searchable at midnight. A client-facing knowledge base turns your repeated explanations into a resource that works while you sleep, and it sits behind the same login as the rest of their account.
The Quick Apps FAQ is a live Taskade Genesis app on this page and the closest starting point for this build. Explore how its questions and topics are organized, then choose "Use this app" to clone it in about ten seconds, put it behind sign-in, and pour your own content into the structure.
The build gives you an article register with topic, title, body, audience tag, last reviewed date, and status. A mind map is the fastest way to design it, because you can see the whole taxonomy at once and spot the topic with fourteen articles and the one with none. Articles tagged for a specific client tier appear only for those accounts, so an enterprise client sees the advanced material while everyone gets the fundamentals. An embedded agent answers questions grounded in your published content rather than guessing.
Start from what people actually ask. Go through the last two months of client emails and count the repeats, then write the top ten. That set will handle most of your inbound questions, and it takes an afternoon rather than the quarter that a comprehensive documentation project always turns into. Each article should answer one question, open with the answer, and end with what to do next. An agent grounded in those ten articles can then answer variations of the same questions in the client's own wording, which is where the deflection actually comes from.
Workspace DNA is why the base stays accurate. Memory stores the articles and the source material behind them. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, drafts articles from your existing answers, groups recurring questions into topics, and rewrites internal notes into client-readable language. Execution publishes updates and flags stale articles for review.
The knowledge base renders in every layout you need:
- Mind Map view for designing and auditing the topic structure
- List view for the clean article feed clients browse
- Table view for your internal register with owner, last reviewed, and views
- Board view for moving articles through draft, review, and published
- Plus Calendar, Gantt, and Org Chart across the 7 project views
Automations keep it current. Connect Taskade automations so a resolved support request with a new answer suggests a draft article, an article passing its review date pings the owner, and a published update posts to the client activity feed. Across 100+ bidirectional integrations, your support and docs tools pull material in, while Slack pushes review notifications out.
Put a review date on every article the day you publish it. Six months is a reasonable interval for most operational content. Without one, the article that described your old process quietly becomes the most confidently wrong thing in your portal.
The AI agents in the app carry 34 built-in tools including web search, file analysis, and persistent memory. The agent inside the portal answers a client question from your content, cites the article it used, and opens a request when the answer genuinely is not there.
Clone the app, invite your team, and the content is yours. Client sign-in is available on Business plans and up, $25/mo billed annually, and App Users is in beta.
Read Knowledge kit for grounding an agent in your material, Custom agents for the setup, or browse help centers in the Community Gallery. Start at Taskade Genesis. Pair this with Give Clients a Support Ticket Thread in the Portal and Launch a Member-Only Course or Training Hub.
Frequently Asked Questions
Why put a knowledge base behind a login?
Because client-specific material does not belong on the open web. Pricing detail, process documentation, and account-specific instructions can be honest and useful when only your signed-in clients can read them.
Can different clients see different articles?
Yes. Tag articles by audience and scope them to client tags, so an enterprise account sees the advanced guides while every client sees the core content.
Does the agent make things up?
It answers from your published content and cites the article it used. When the material does not cover a question, it says so and offers to open a request rather than inventing an answer.
How do I stop articles going stale?
Keep a last reviewed date on every article and let an automation ping the owner when it passes your review interval. Stale articles surface on a schedule instead of being discovered by a confused client.
Can I build it from existing support answers?
Yes. Paste your most common replies and the agent groups them into topics, drafts each article in plain language, and orders them by how often the question comes up.
Is it searchable?
Yes, and the embedded agent is the better search: a client asks in their own words and gets the right article rather than a keyword match.
Can clients suggest an article?
Yes. Add a short form so a client can flag a missing topic, which lands in your queue as a draft request with their question already attached.
How many articles do I need to start?
Ten good ones beat sixty thin ones. Write the answers to your most repeated questions first, publish, then let real client questions tell you what to write next rather than guessing at a full outline.
