{ "schemaVersion": "1.0", "title": "Customer Help Center Management System", "lang": "en", "prd": { "oneLiner": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "goal": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "whyNow": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "category": "Customer Support & Knowledge system", "platforms": [ "Web" ], "problem": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "solution": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "alternatives": "Email, chat, spreadsheets, and manual ledgers", "differentiator": "Manage intake, processing, and operations data as one connected source of truth.", "targets": [ { "name": "Customer finding a way to solve a problem and content author", "role": "Requester and operational user", "needs": "Quickly register needed work and know its status.", "pain": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts." }, { "name": "Customer support and knowledge operations coordinator", "role": "Operations administrator", "needs": "Manage priority and history and review operations metrics.", "pain": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts." }, { "name": "System and policy administrator", "role": "Operations and security administrator", "needs": "Manage access, policy, and audit history.", "pain": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts." } ], "scenarios": [ { "text": "An operational user registers required work and checks its status.", "start": "P1" }, { "text": "An operator processes queued work and handles exceptions.", "start": "P5" }, { "text": "System and policy administrator reviews policy and access.", "start": "P9" }, { "text": "System and policy administrator reviews audit records and operating metrics.", "start": "P10" } ], "northStar": "Share of operations requests completed on time", "kpis": [ { "name": "On-time processing rate", "target": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "baseline": "Not measured", "method": "Monthly aggregation of state changes against target dates", "refs": [ "F6" ] }, { "name": "Operations visibility", "target": "100% of key work tracked", "baseline": "Not measured", "method": "Share of records connected to reporting", "refs": [ "F11" ] }, { "name": "Auditable operations rate", "target": "100% of key changes retained", "baseline": "Not measured", "method": "Monthly audit-log and change-history review", "refs": [ "F12" ] } ], "inScope": [ "Help article, search-term, and improvement-request registration", "Article, category, search success, freshness, and owner lookup", "Authoring, review, publishing, search improvement, expiry review, and feedback incorporation", "Search success, article freshness, contact conversion, and content-gap reporting", "Help article, search-term, and improvement-request registration validation and duplicate prevention", "Search, filter, and history management", "Owner, priority, and SLA management", "Approval and policy review", "Exception, rejection, and reprocessing", "Notifications and subscriptions", "External integration and data synchronization", "Role, permission, and audit management" ], "nonGoals": [ "External customer portal", "Replacing adjacent systems such as accounting or payroll" ], "assumptions": [ "User and organization data are available through company SSO.", "Operators manage policy and classification criteria." ], "risks": [ "Weak initial classification can cause incorrect processing.", "Stale source data can reduce operational trust." ], "openQuestions": [ "What defines urgent processing and approval?", "What are the post-completion verification and reopen rules?" ], "constraints": [ "State, owner, and priority changes require audit logs.", "Access is limited by role.", "Permission, policy, and state changes require audit logs." ] }, "requirements": [ { "id": "R1", "title": "Intake and data quality", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F1", "title": "Help article, search-term, and improvement-request registration", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Help article, search-term, and improvement-request registration core processing rule", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Help article, search-term, and improvement-request registration exception and audit handling", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F2", "title": "Help article, search-term, and improvement-request registration validation and duplicate prevention", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Help article, search-term, and improvement-request registration validation and duplicate prevention core processing rule", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Help article, search-term, and improvement-request registration validation and duplicate prevention exception and audit handling", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] }, { "id": "R2", "title": "Records and search", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F3", "title": "Article, category, search success, freshness, and owner lookup", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Article, category, search success, freshness, and owner lookup core processing rule", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Article, category, search success, freshness, and owner lookup exception and audit handling", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F4", "title": "Search, filter, and history management", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Search, filter, and history management core processing rule", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Search, filter, and history management exception and audit handling", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] }, { "id": "R3", "title": "Processing and ownership", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F5", "title": "Authoring, review, publishing, search improvement, expiry review, and feedback incorporation", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Authoring, review, publishing, search improvement, expiry review, and feedback incorporation core processing rule", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Authoring, review, publishing, search improvement, expiry review, and feedback incorporation exception and audit handling", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F6", "title": "Owner, priority, and SLA management", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Owner, priority, and SLA management core processing rule", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Owner, priority, and SLA management exception and audit handling", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] }, { "id": "R4", "title": "Approval and exceptions", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F7", "title": "Approval and policy review", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "status": "todo", "priority": "mid", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Approval and policy review core processing rule", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Approval and policy review exception and audit handling", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F8", "title": "Exception, rejection, and reprocessing", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "status": "todo", "priority": "mid", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Exception, rejection, and reprocessing core processing rule", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Exception, rejection, and reprocessing exception and audit handling", "desc": "Customer help content drifts away from product changes, leaving outdated articles and hard-to-find answers that create repeated contacts. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] }, { "id": "R5", "title": "Notifications and integrations", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "status": "todo", "priority": "mid", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "features": [ { "id": "F9", "title": "Notifications and subscriptions", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Notifications and subscriptions core processing rule", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Notifications and subscriptions exception and audit handling", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F10", "title": "External integration and data synchronization", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "status": "todo", "priority": "high", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "External integration and data synchronization core processing rule", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "External integration and data synchronization exception and audit handling", "desc": "Connect help architecture, search terms, article ownership, review and publishing, feedback, freshness checks, and contact-conversion analysis. 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Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] }, { "id": "F12", "title": "Role, permission, and audit management", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "status": "todo", "priority": "mid", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ], "specs": [ { "title": "Role, permission, and audit management core processing rule", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] }, { "title": "Role, permission, and audit management exception and audit handling", "desc": "Raise help-center search success to 80% or more and reduce repeat searches that turn into support contacts. Retain change, failure, and reprocessing conditions with history.", "acceptance": [ { "text": "Required context, changes, ownership, and status are retained in an auditable record.", "done": false } ] } ] } ] } ], "ia": { "sections": [ { "id": "S1", "title": "Intake and data quality", "pages": [ { "id": "P1", "title": "Operations dashboard", "type": "top", "refs": [ "F1", "F1:0", "F3", "F4:0", "F7:1", "F11" ], "children": [] }, { "id": "P2", "title": "Work list", "type": "page", "refs": [ "F3", "F3:0", "F4", "F1:0", "F4:1", "F8", "F11:0" ], "children": [] }, { "id": "P3", "title": "Create record", "type": "page", "refs": [ "F1", "F1:1", "F2", "F5", "F8:0", "F11:1" ], "children": [] } ] }, { "id": "S2", "title": "Records and search", "pages": [ { "id": "P4", "title": "Record detail", "type": "page", "refs": [ "F3:1", "F4:1", "F11", "F2", "F5:0", "F8:1", "F12" ], "children": [] }, { "id": "P5", "title": "Processing workspace", "type": "page", "refs": [ "F5", "F5:0", "F6", "F2:0", "F5:1", "F9", "F12:0" ], "children": [] } ] }, { "id": "S3", "title": "Processing and ownership", "pages": [ { "id": "P6", "title": "Approval and exception queue", "type": "page", "refs": [ "F7", "F7:0", "F8", "F2:1", "F6", "F9:0", "F12:1" ], "children": [] }, { "id": "P7", "title": "Notifications and integrations", "type": "page", "refs": [ "F9", "F9:0", "F10", "F3", "F6:0", "F9:1" ], "children": [] } ] }, { "id": "S4", "title": "Insights and controls", "pages": [ { "id": "P8", "title": "Operations reports", "type": "page", "refs": [ "F11", "F11:0", "F3:0", "F6:1", "F10" ], "children": [] }, { "id": "P9", "title": "Policy and access settings", "type": "page", "refs": [ "F10:1", "F12", "F3:1", "F7", "F10:0" ], "children": [] }, { "id": "P10", "title": "Audit log", "type": "page", "refs": [ "F8:1", "F12:0", "F12:1", "F4", "F7:0", "F10:1" ], "children": [] } ] } ] }, "flow": { "start": "P1", "transitions": [ { "from": "P1", "to": "P2", "ref": "F1" }, { "from": "P2", "to": "P3", "ref": "F2" }, { "from": "P3", "to": "P4", "ref": "F3" }, { "from": "P4", "to": "P5", "ref": "F4" }, { "from": "P5", "to": "P6", "ref": "F5" }, { "from": "P5", "to": "P6", "ref": "F7" }, { "from": "P6", "to": "P5", "ref": "F8" }, { "from": "P5", "to": "P7", "ref": "F6" }, { "from": "P7", "to": "P8", "ref": "F9" }, { "from": "P8", "to": "P9", "ref": "F10" }, { "from": "P9", "to": "P10", "ref": "F12" }, { "from": "P10", "to": "P4", "ref": "F11" }, { "from": "P4", "to": "P1", "label": "Refresh operations status" } ] } }