Search experience for Agents on Portal

Kass3m
Tera Expert

Has anyone solved employee vs. HR knowledge access without duplicating content?

We’re trying to balance employee search experience with agent usability and curious how others have handled this.

Current state:

  • We have an internal HR knowledge base for HR-only content
    • It’s technically visible on the portal today, but agents can easily filter to it and employees don’t see it
  • We also have employee-facing articles (policies, etc.)

What we want:

  • A clean employee search experience (less noise, true employee demand)
  • At the same time, HR agents need to see exactly what the employee sees so they can support inquiries

Challenge:

  • If we remove HR from employee-facing content (User Criteria), agents lose visibility unless we duplicate articles into an internal version
  • We’d like to avoid maintaining two versions of the same content

Ideal state:

  • Agents can easily access/view employee-facing articles as-is
  • Ideally in a knowledge-style view (not only within a case)

Questions:

  • Has anyone solved this without full content duplication?
  • Are you using a hybrid approach (shared articles + separate internal guidance)?
  • Any best practices for letting agents view employee content outside of case context?

 

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