Knowledge Management

One accurate answer for every audience and every AI — from a foundation that gets smarter with use

Write articles, docs, SOPs, and policies, and connect the content you already have in SharePoint, Salesforce, Google Drive, and the web — one foundation, no migration. Structure it with real taxonomy so both people and AI find the exact right thing.

Unlimited users · No per-seat pricing · No per-resolution fees

How scattered content becomes one foundation people and AI can actually trust

Confluence, Notion, and SharePoint store documents. A document store can't structure knowledge so AI answers from it, deliver it to a customer and an employee from the same source, or tell you what's missing. So content drifts, the same answer gets written three times, and the AI bolted on top hallucinates because the knowledge underneath is scattered. MatrixFlows makes the foundation structured enough for AI to stand on and connected to the sources you already use — no rip-and-replace. Every piece of knowledge runs the same arc: create and connect, organize, review, govern, deliver, and improve.

Create & Connect Content — One knowledge foundation, built from the content you already have.

Write articles, documentation, FAQs, SOPs, policies, release notes, and rich content — each its own type with the fields that content needs, not one generic page doing five jobs. Connect the sources your content already lives in — SharePoint, Salesforce, Google Drive, Confluence, Notion, websites, and files — and it all becomes one searchable foundation without a migration project. AI drafts from bullet points, a transcript, or a source document, so creating new content starts faster than a blank page.

Product Docs
Customer Guides
Partner Playbooks
Onboarding
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Getting Started Guide
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ECEmma Chen
How to Set Up Your Workspace
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Onboarding
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MRMarcus Reyes
Custom Fields & Flexible Layouts
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Configuration
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Importing & Migrating Data
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Data Management
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Managing Team Roles & Access
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Connecting Your Existing Tools
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Integrations
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Setting Up Automated Workflows
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Working with Reports & Insights
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MRMarcus Reyes
Inviting Users & Managing Groups
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Exporting & Backing Up Your Data
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SKSarah Kim
Writing Effective Release Notes
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DMDavid Martinez
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Organize by Taxonomy — Taxonomy is what lets AI retrieve precisely instead of guessing.

Organize content with multi-level taxonomies, categories, collections, metadata, relationships, and AI-powered tagging, so both people and AI find the exact right thing. Classify on every dimension that matters — product, plan, brand, region, audience, lifecycle stage — and file one guide under several at once, so it's findable from all of them. Facets are reusable: define "Products" once and it organizes articles, cases, and projects alike.

Customer Enablement Product Docs Getting Started
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Published
Getting Started with Your Account
EC Emma Chen ·Edited 2 hours ago·4 min read
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Welcome to your new account. This guide walks you through everything you need to go from sign-up to your first project in under ten minutes.
Before You Begin
  • A verified email address linked to your account
  • Your team members’ emails (if collaborating)
  • A profile photo or avatar (optional)
Step 1 — Set Up Your Profile
Head to Settings and fill in your display name, time zone, and notification preferences. This helps your team recognize you and keeps alerts on your schedule.
Step 2 — Create Your First Project
Click the “+” button in the top bar and choose a template or start from scratch. Give your project a name, pick a color, and invite collaborators by email.
tips_and_updates You can always change your project settings later. Start simple — most teams add complexity as they go.

Collaborate & Review — Every answer carries an owner, a review date, and an expiry.

Work with subject-matter experts, review changes, manage versions, collect feedback, and approve content before it publishes — so every answer is accurate and current, not just published once and forgotten. Every piece carries an owner and a scheduled review date, so nothing goes stale silently, and every version is recoverable if a change turns out to be wrong.

Customer Enablement Product Docs Getting Started
Published history share more_horiz
Getting Started with Your Account
EC Emma Chen ·Edited 2 hours ago·4 min read
B
I
U
format_list_bulleted
format_list_numbered
link
image
code
auto_awesome
Welcome to your new account. This guide walks you through everything you need to go from sign-up to your first project in under ten minutes.
Before You Begin
  • A verified email address linked to your account
  • Your team members’ emails (if collaborating)
  • A profile photo or avatar (optional)
Step 1 — Set Up Your Profile
Head to Settings and fill in your display name, time zone, and notification preferences. This helps your team recognize you and keeps alerts on your schedule.
Step 2 — Create Your First Project
Click the “+” button in the top bar and choose a template or start from scratch. Give your project a name, pick a color, and invite collaborators by email.
tips_and_updates You can always change your project settings later. Start simple — most teams add complexity as they go.
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Internal 4 External 0
VK Victoria Kim 2 hours ago
Should we prioritize this for the next sprint?
SC Sarah Chen 1 hour ago
Yes, this aligns with our Q1 goals. Let’s include it.
MW Marcus Webb 30 min ago
I’ve reviewed the content. The step-by-step approach looks clean.
EC Emma Chen Just now
Thanks all! @Marcus Webb can you add the screenshots for Step 2?
Add a comment…
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Govern Access — One record shows a customer, a partner and an employee different things.

Set granular permissions for authors, reviewers, employees, customers, partners, and AI — by role, team, audience, or down to the individual field. The same underlying record can show a customer one view, a partner another, and an internal team the full detail — without maintaining three separate copies of the truth.

search Search groups…
INTERNAL USERS expand_more
person Customer Ops chevron_right
person_outline Partner Ops chevron_right
person Employee Ops chevron_right
category Sales Ops chevron_right
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public Public chevron_right
group Customers chevron_right
group Partners chevron_right
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Assign the access role for this group across each table.
TABLEACCESS ROLE
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Deliver Answers — Update once and every surface reflects it — portal, assistant, search.

Publish knowledge through customer portals, employee hubs, partner experiences, AI assistants, enterprise search, and embedded apps — so people get answers where they already are instead of hunting for a separate help site. Update the source once and every surface it feeds reflects the change immediately, with no republish step per channel.

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API & integrations
AI-generated answer from the knowledge base
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QUICK SUMMARY
Webhooks usually stop firing because of a stale endpoint or a signature mismatch. Work through these checks in order:
1. Re-save the endpoint URL in Settings → Webhooks — this re-validates it and resumes delivery.
2. Check the delivery log on that same page for the exact failure reason on any missed event.
3. Confirm the response code — your endpoint must return 2xx within five seconds or the event is marked failed.
4. Match the signing secret stored in your listener against the one shown in Webhook settings.
Most cases resolve at step 1 — the log in step 2 will confirm it if not.
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north_east Webhooks not firing
API & integrations
north_east Understanding API rate limits
API & integrations
north_east Generating an API key
API & integrations

Improve Continuously — Zero-result searches tell you exactly what's missing.

Use AI, analytics, search behavior, feedback, and resolved questions to find the gaps, improve what exists, and strengthen the foundation. Zero-result searches tell you exactly what's missing, low-confidence answers flag content that needs a rewrite, and every interaction makes the next answer better than the last.

Customer Enablement Product Docs Getting Started
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Getting Started with Your Account
Everything you need to go from sign-up to your first project in under ten minutes.
Step 1 — Set Up Your Profile
Head to Settings and cover the basics before you invite anyone else:
  • Display name and profile photo
  • Time zone, so due dates line up for everyone
  • Notification preferences for mentions and reviews
Step 2 — Create Your First Project
Click the “+” in the top bar and choose a template. Give it a name and invite collaborators.
tips_and_updates Start simple — most teams add complexity as they go.
Step 3 — Invite Your Team auto_awesomeAI writing
Open the Members tab in project settings and add teammates by email. Assign roles — Admin, Editor, or Viewer — to control access. New members get an invite link so they can jump in immediately.
lightbulb Give your core team Editor access first — they can create content right away.
menu_book Referenced: Team Roles & Permissions Invitation Flow
auto_awesome AI Draft
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Step 4 — Explore the Dashboard
Your dashboard surfaces recent activity, upcoming deadlines, and anything waiting on your review — check it each morning to stay ahead.
edit_noteContent Writing Assistant
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One flat price, however much you use it

Unlimited users — no seat cost

No per-resolution fees

One platform replaces 4–6 tools

See pricing
Customer stories

What changes when every answer comes from one foundation that improves itself

Teams that unify knowledge on one foundation stop maintaining the same answer in three places and stop shipping AI that guesses. Search returns fewer dead ends, AI answers accurately with citations, and the foundation gets more complete every week from real usage.

Featured stories

One Knowledge Platform for 35+ Electronics Brands

"
MatrixFlows solved our fundamental challenge of serving multiple audiences from one knowledge foundation. Each user type gets exactly what they need without being overwhelmed by irrelevant information, and we manage it all from one place instead of 35+ separate systems.
VP of Service Operations
|
Automotive Electronics
Read story →

Enterprise Search: Cutting $500K+ in Tool Sprawl

"
What makes MatrixFlows so powerful is its ability to index everything—websites, AWS repositories, SharePoint, Salesforce, Zendesk, PDFs, PowerPoints, Word documents—all at once and provide relevant answers regardless of format or location. We can author new knowledge natively in the platform and centralize all our knowledge, then externalize it to different audiences—from service technicians to support agents, partners, and end-users—through customized knowledge applications.
Knowledge Management Director
|
National Consumer Services Company
Read story →
FAQs

Knowledge management platform — questions from ops and enablement leaders

Common questions about unifying content, structuring taxonomy, governing access, and grounding AI — answered for ops and enablement leaders replacing Confluence, Notion, and SharePoint.

Our team and customers can't find the answers they need — even though the content exists somewhere in our system. How do we improve content findability?

Combine AI-generated answers with semantic search, faceted filtering, and in-context delivery — so users get direct answers to their questions, not just a list of articles to read through.

The biggest frustration with knowledge tools isn't missing content — it's that the content exists and nobody can find it. Someone searches "my device won't connect" but the article is titled "Troubleshooting Wireless Network Connectivity." Zero results. They try different keywords, give up, and submit a ticket or ask on Slack. Traditional keyword search requires users to guess the exact words your team used when writing the content. This is why 15-20% of enterprise searches return nothing useful and why teams say "the knowledge base is useless" even when it has hundreds of articles.

MatrixFlows approaches findability on three levels. First, AI-generated answers — users ask a question in plain language and get a direct answer synthesized from your content, with source citations, not just a ranked list of articles. Second, hybrid search combining semantic understanding (meaning and intent) with full-text keyword matching (exact product codes and model numbers) and faceted filtering (narrow by product, audience, topic, language). Third, contextual delivery through embedded widgets and AI assistants that surface relevant knowledge where users already work — inside your product, on your website, in the support flow. Less than 5% of queries return zero results, compared to 15-20% with traditional search.

We want AI to help us create and translate knowledge content faster — but we need it to match our voice and use our existing content as a reference. Is that possible?

Yes — AI writing tools connected to your knowledge foundation can draft articles, translate into 20+ languages, and maintain your brand voice because they reference your existing approved content, not just general training data.

Most AI writing tools are disconnected from your actual content. They generate from general knowledge, produce generic output, and require heavy editing to match your terminology, tone, and accuracy standards. Translating manually costs thousands per language and takes weeks. Your subject matter experts spend more time formatting and editing than sharing their actual expertise. Content creation bottlenecks because the people who know the answers aren't writers, and the writers don't know the products.

MatrixFlows AI writing tools connect directly to your knowledge foundation. Draft articles from bullet points, transform technical specs into customer-friendly guides, summarize complex documentation for different audiences — all referencing your existing content for accuracy and voice consistency. AI translation covers 20+ languages while preserving technical terminology and brand voice. Subject matter experts provide the insight; the AI handles structure, formatting, and translation. Content creation time drops 70-80% per article with 85-90% acceptance rates because the output already sounds like your content, not generic AI.

We have content in SharePoint, Google Drive, Confluence, and Zendesk — is there a way to make it all searchable from one place without migrating everything?

Yes — connect external content sources into a unified foundation that indexes and searches across all of them, alongside content your team creates natively. No migration required.

Every company faces the same impossible choice: migrate everything into one tool (expensive, disruptive, takes 6-12 months, and teams resist it) or keep building integrations between tools (fragile, requires IT maintenance, and still forces people to context-switch). Meanwhile your team checks four systems to find one answer, and new employees have no idea which tool to look in for what. The real cost isn't the tools themselves — McKinsey data shows employees spend 1.8 hours per day just searching for and gathering information across disconnected systems.

MatrixFlows connects to 15+ external sources — SharePoint, Google Drive, Confluence, Zendesk KB, Salesforce KB, Notion, websites — and indexes the content into your unified search. PDFs, documents, spreadsheets, web pages — all searchable alongside native content your team creates in Matrix. The AI understands context across all sources. Your team searches once and finds everything, regardless of where the original file lives. Sources connect in minutes, not months. Start with the systems that cause the most pain, add more over time.

Our knowledge is organized with flat folders and basic tags — but we have multiple brands, product lines, regions, and audiences. Is there a better way to structure and find content?

Use multi-level hierarchical taxonomy with multiple intersecting dimensions that you define once and reuse across every content type — so you can filter by brand AND product AND region AND audience simultaneously.

Flat folders and basic tagging systems break the moment your business has more than one dimension to organize by. Zendesk gives you two levels: topic and category. Confluence gives you flat labels. SharePoint gives you folders. Try finding "all installation guides for Brand X, Product Line Y, available in Spanish, for certified installers" with any of those systems. You can't. So people create elaborate naming conventions, nested folder structures, and tagging schemes that make sense to whoever built them and nobody else. Six months later, nobody follows the system and discovery is back to "ask on Slack."

MatrixFlows provides faceted taxonomy with unlimited hierarchical levels and multiple intersecting dimensions. Build Brand → Product → Model → SKU. Cross-reference with Region → Country, Audience → Role, Topic → Subtopic, Department, Language — as many dimensions as your business needs. These facets are reusable: create "Products" once and it organizes knowledge articles, support cases, project plans, and training materials. Every piece of content is discoverable through any combination of dimensions. When you add a new brand or enter a new market, you extend the taxonomy — you don't rebuild your entire content structure.

Is there a knowledge management platform without per-seat pricing?

Yes — MatrixFlows prices by company size (full-time employees), not by seat or by user. Every plan includes unlimited Matrix users and unlimited AI usage, so cost doesn't climb every time another department gets access.

Per-seat pricing is the reason knowledge tools stay siloed to "the people who need it most." Finance won't add HR. HR won't add frontline ops. Six months later, half the company still doesn't have access, and the knowledge base reflects only the teams that got budget approved. The tool didn't fail — the pricing model did.

Plans range from Team through Enterprise, sized to how many people are in your company, not how many people you decide to let in. A 7-day free trial on the full Platform tier is available with no credit card required, so you can test company-wide rollout before committing.

What makes a knowledge management platform “AI-ready”?

AI-ready means the knowledge is structured — typed records, taxonomy, and relationships — not just documents in folders. That structure is what lets AI retrieve the exact right content and answer accurately with citations, instead of guessing from scattered pages. In MatrixFlows the foundation your team authors in is the one your AI answers from, so grounding is built in, not a separate sync.

Get your whole company working from the same knowledge

Customers, partners, and employees on one workspace — structured, searchable, permissioned. Unlimited users, one flat price.