Apps / Helpdesk / Self-Service & Knowledge Base
Self-Service & Knowledge Base
Let customers find answers before they open a ticket
A searchable knowledge base and customer portal that deflects repeat questions before they ever become a ticket.
No credit card required
[01] What it does
Everything Self-Service & Knowledge Base handles
Public knowledge base
Publish help articles that answer common questions.
Customer self-service portal
Customers check ticket status without emailing an agent.
Article search
Customers find answers themselves instead of waiting on a reply.
Suggested articles on ticket creation
Show relevant help articles before a ticket even gets submitted.
Article analytics
See which articles actually reduce ticket volume.
Multi-language articles
Publish help content in the languages your customers use.
Community forum (optional)
Let customers help each other, moderated by your team.
Branded portal
Your customer portal, your branding, not a generic template.
Article versioning
Update help content without losing track of what changed.
[02] Who it's for
What changes when you switch
Deflect repeat tickets before they're opened
A searchable knowledge base answers common questions before a customer even reaches out.
Customers check their own ticket status
No more 'any update on my ticket?' emails — the portal shows live status.
[03] Compare
See how Self-Service & Knowledge Base stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedRepeat question volume
Reduced via searchable knowledge base
Status visibility
Customer self-service portal
No self-service
Repeat question volume
Every question becomes a new ticket
Status visibility
Customer has to email and wait
[04] Integrations
Helpdesk works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON SELF-SERVICE & KNOWLEDGE BASE IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.