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Solution
Platform

Discover the Knowledge Ops Platform difference.

Framework

Learn a new way to work, train, and support employees.

Implementation

Launch confidently with one-on-one support at every step.

All Features

Check out the platform features catalog for quick reference.

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Use Cases
Industries
Contact Centers
Credit Unions
Farm Credits
Banks

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Objectives
Employee Performance
Employee Training
Digital Transformation
Change Management
Internal Operations
Customer Self-Service
Succession Planning

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Resources
Where to Start
What is Knowledge Ops?
What is Find & Follow?
Knowledge Ops Maturity Model
Demo Videos

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All Resources
Weekly Webinars
Templates
Find & Follow Book
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Learning Center
Blogs
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Guides + eBooks
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Pricing
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ScreenSteps

ScreenSteps for Contact Centers & Customer Support Teams

Jonathan DeVore, ScreenSteps for Contact Centers

Click the video to watch the 5-min. demo

Jonathan DeVore, ScreenSteps for Contact Centers

Click the video to watch the 5-min. demo

Explore more ScreenSteps demo videos

Choose a chapter below (or keep scrolling down) to see an extensive library of pre-recorded demo videos. These videos will demonstrate just how easy it is to create, find, follow, and analyze digital guides in a ScreenSteps knowledge base.

Content Creation

Creating Digital Guides

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Using Digital Guides

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Admin Controls

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Training Support

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Creating Call Flows & Other Digital Guides

In this set of videos, we walk through how to create different types of digital guides in the ScreenSteps knowledge base.

  • Call flows

  • How-to article

  • Checklist article

  • Chunking articles

  • Linking & formatting

  • Importing from Word

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How to create a call flow

Learn how to create call flows (also known as workflows or decision trees) that guide employees through complex procedures with ease.

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Watch the video

How to create a simple how-to article

Learn how to create a basic how-to article with screenshots in the ScreenSteps desktop editor.

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Watch the video

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How to create a checklist article

Learn how to create a checklist article that employees can use over and over again to perform tasks and procedures.

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How to break up (or chunk) really long articles to pace the reader

Sometimes procedures are just really long. And while that's not ideal, ScreenSteps gives you options to break up the article into Steps. This allows you to pace the reader, without overwhelming them.

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How to link to other articles, add tables, and more formatting tips

Learn some of the different formatting features in ScreenSteps that allow you to create beautiful, easy-to-use guides.

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How to import Word documents into ScreenSteps

Have dozens (or hundreds) of procedures saved in Word? While sometimes it makes sense to start from scratch, other times you just want to import those documents directly into ScreenSteps.

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Click on a title to watch the demo video

How to create a simple how-to article

How to create a checklist article

How to create a call flow

How to break up (or chunk) really long articles to pace the reader

How to link to other articles, add tables, and more formatting tips

How to import Word documents into ScreenSteps

Get Started with a Live Demo

Finding Call Flows & Other Digital Guides

See how easy it is for end-users to find and follow digital guides using the navigation, search, and the browser extension. 

  • Navigation & search

  • Optimizing for search

  • Browser extension

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How to find digital guides using the navigation and search

Learn the basics of how employees navigate your knowledge base and use search to find your digital guides.

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How to use tags to optimize your articles for employee search

While ScreenSteps automatically indexes your articles based on article titles and copy, you can also use tags to optimize your articles for even better search results. 

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How to use the ScreenSteps browser extension

Learn how the ScreenSteps browser extension puts your digital guides directly where your employees are, without them having to leave the screen or open a new tab. 

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How to find digital guides using the navigation and search

How to use tags to optimize your articles for employee search

How to use the ScreenSteps browser extension

Get Started with a Live Demo

Admin Controls

This set of videos will give you an overview of the different reports and controls admins have within a ScreenSteps knowledge base.

  • Analytics & reports

  • Permissions

  • Certifications & notifications

  • Feedback

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How to use analytics & reports

Learn how to review analytics and reports to make data-driven decisions about your knowledge base.

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How to control viewing and authoring permissions

Not every end-user and author should have access to every guide. Learn how to control who has access to what in your knowledge base. 

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How to use content certifications & notifications

Learn how to keep your employees and your guides up-to-date using content certifications and notifications.

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How to use comments and article requests

Learn how your employees can contribute to your knowledge base using article comments and the Request an Article tool

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How to use analytics and reports

How to control viewing and authoring permissions

How to use content certification & notifications

How to use comments and article requests

Get Started with a Live Demo

Training Support

ScreenSteps is a great tool for training and onboarding new hires. This set of videos will walk through courses and our Find & Follow Training Framework.

  • Courses

  • ScreenSteps for training

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How to create and use courses

Learn how to use ScreenSteps for employee training with courses.

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How to create a streamlined training program using ScreenSteps

Learn how to use the Find & Follow Training Framework — integrated with a ScreenSteps knowledge base — to develop knowledgeable, consistent, and efficient employees in 30 days or less.

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How to create and use courses

How to create a streamlined training program using ScreenSteps

Get Started with a Live Demo

Want to learn more? Let's connect!

Whether you're ready to get started, need help building a business case, or just have questions, we're here to help. 

Fill out the form below to book a meeting with a member of the ScreenSteps team.