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Knowledge base

Answers customers find themselves.

Publish help articles your customers can search and read, so the easy questions never become tickets.

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TitleBodyCategoryStatusViews
Exporting a dashboard to CSVAny dashboard can be downloaded as a CSV file, with one row for each record…TroubleshootingPublished175
Inviting your teamAdd teammates from Settings, then Members. Each person gets an email…Getting startedPublished412
Setting up your workspaceName your workspace, pick the modules you use and invite…Getting startedPublished356
Resetting your passwordClick Forgot password on the sign-in page and follow the link…AccountPublished164
Reading your invoiceEach invoice lists the seats, the period and the tax…BillingPublished238
Changing your planOwners can move between plans from Settings, then Billing…BillingPublished190
Connecting Gmail or OutlookConnect a mailbox and your sent email shows on the contact…Getting startedPublished151
Using the APICreate a key in Settings, then API, and send it as a bearer…APIPublished88
Refund steps for agentsCheck the invoice, then issue a credit note before replying.BillingDraft

Knowledge base in practice.

Write the answer once, publish it to your help center, and link it in replies.

Articles that read well

Write how-tos, FAQs and guides with headings, numbered steps, callouts and tables.

Articles/Exporting a dashboard to CSVPublishedView in help centerUnpublish
Exporting a dashboard to CSV

Any dashboard can be downloaded as a CSV file, with one row for each record in the date range you pick.

Steps
  1. Open the dashboard you want to export.
  2. Click ··· in the top right and choose Export.
  3. Pick a date range, then click Download.
Exports over 40,000 rows take longer. Pick a shorter range.

Search that surfaces the answer

Customers type a few words and the help center narrows to the articles that use them, the answer opening right there.

M
Meridian
Help center
Help centerSubmit a requestTrack a request
export
Troubleshooting
Exporting a dashboard to CSV
Any dashboard can be downloaded as a CSV file, with one row for each record in the date range you pick.

Public, and free to read

The help center is public, so anyone can search and read it without a login and without taking a seat.

M
Meridian
Help center
Help centerSubmit a requestTrack a request
Search articles
Account
Resetting your password
Getting started
Inviting your team
Setting up your workspace

The article and the answer are the same library.

What a customer searches in the portal is what your team links to in a reply.

password
Account
Resetting your password
Click Forgot password on the sign-in page and follow the link we email you.
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Customers search the help center

Across every published article, with no account.

Insert article
Exporting a dashboard to CSV
Inviting your team
Resetting your password
Reading your invoice
Hi Priya, this walks through it step by step: Exporting a dashboard to CSV
Submit as Pending

Agents insert an article into a reply

As a link the customer can open.

Articles/Refund steps for agentsDraftPublish
Status
Draft. Only your team can see it.
Category
Billing
Groups the article on the help center.

A draft stays with your team

It never shows on the help center.

More in Support & Service.

Each one is its own page, on the same records.

Ticket queue

A CRM helpdesk: every request in one assigned queue.

SLAs

SLA management: targets and timers on every ticket.

Customer portal

Client portal: invoices, quotes, contracts and requests, with no seat.

Knowledge base, on your own data.

Bring a spreadsheet or an export to a demo and see it there.

Get a demoGet started

Questions, answered

Yes. Leave it as a draft: only your team can see it, in Articles. Publish it when it should be on the public help center.

Not yet. It runs on a Spodus URL and carries our badge — a custom domain and removing our branding are not built.

Yes. The help center is public, so anyone can search and read. No login, and no seat.

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Product

  • CRM
  • Finance
  • HR
  • Support
  • Inbox
  • All products
  • Integrations
  • Pricing

Solutions

  • Agencies
  • MSPs and IT services
  • Recruiting
  • Consultants
  • Accounting firms
  • Startups
  • Small businesses
  • Professional services
  • B2B services
  • All solutions

Features

  • Tasks
  • Calendar
  • Docs
  • Notes
  • Forms
  • Automations
  • Goals
  • Time tracking
  • Connected records
  • Customer portal
  • Roles & permissions
  • All features

Compare

  • vs ClickUp
  • vs HubSpot
  • vs Asana
  • vs Zendesk
  • vs monday.com
  • vs Zoho One
  • All comparisons

Alternatives

  • HubSpot alternative
  • monday.com alternative
  • ClickUp alternative
  • Zendesk alternative
  • All alternatives

Migrate

  • From HubSpot
  • From monday.com
  • From ClickUp
  • From Pipedrive
  • From Asana
  • From Trello
  • All migration guides

Company

  • Help
  • Blog
  • Security
  • Status
  • Contact

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