how to evaluate knowledge base quality in 20 minutes and prioritize fixes that boost deflection

how to evaluate knowledge base quality in 20 minutes and prioritize fixes that boost deflection

I often get asked by support leaders: “How do I know if our knowledge base is actually helping customers — and how quickly can I spot the biggest wins?” If you’ve got 20 minutes and a cup of coffee, you can run a pragmatic, evidence-based audit that surfaces the highest-impact fixes for deflection. Below I walk you through a repeatable 20-minute process I use with teams to evaluate knowledge base (KB) quality and prioritise improvements that move the needle on CSAT and contact volumes.

What I’m trying to prove in 20 minutes

In a short audit I focus on two things: usefulness and discoverability. Usefulness answers whether articles actually solve customers’ problems; discoverability checks if customers can find those articles when they need them. If an article is useful but invisible, or visible but useless, it won’t deflect contacts.

What you need before you start (quick setup)

Collect these three items — you’ll likely already have them:

  • Search analytics for your KB (native product analytics or Google Analytics search events)
  • Top 50 support tickets or chat transcripts from the last 7–14 days
  • A quick list of your top 20 KB articles by views
  • If you use Zendesk Guide, Freshdesk, Intercom Help Center, or Help Scout, you’ll be able to export these metrics easily. If your KB is on a CMS (Confluence, WordPress), grab site search logs or GA event data.

    The 20-minute audit: step-by-step

    Set a 20-minute timer and follow these focused checks.

    Minute 0–5: Traffic & search signal quick scan

    Open your top-20 articles by pageviews. For each article, note three signals:

  • Search terms that led to the article
  • Bounce rate or time-on-page
  • Internal search “no results” or zero-click searches
  • Why this matters: If high-traffic articles have very short time-on-page or users immediately return to search, that’s a strong sign content isn’t solving intent. Likewise, frequent “no results” searches highlight gaps in coverage or poor keyword mapping.

    Minute 5–10: Relevance sampling from recent tickets

    Scan the top 50 recent tickets or chat logs. For each, ask: was there an existing KB article that could have solved this? Tag each ticket as:

  • Direct match: an article exists and answers the question
  • Partial match: an article exists but misses steps, screenshots, or edge cases
  • Missing: no article exists
  • Count the proportions. If >40% are “direct match” but customers still raise tickets, you’ve got a discoverability problem. If many are “partial” or “missing,” you have content-quality or coverage problems.

    Minute 10–15: Article quality checklist (sample 10 articles)

    Pick 10 articles: the top five by traffic and five randomly from the top 50. For each, run this checklist (takes ~30–60s per article):

  • Title clarity: does it use the language customers use in search?
  • Summary/intro: does it state the outcome in the first sentence?
  • Steps: are they numbered, short, and actionable?
  • Screenshots/videos: are visuals up-to-date and annotated?
  • Internal links: does it link to related articles and troubleshooting steps?
  • Metadata/tags: are keywords present for search relevance?
  • Last updated: is it older than 6–12 months?
  • Mark each check as pass/fail. Articles with multiple fails are high-priority for fixes.

    Minute 15–18: Discoverability quick wins

    Use this short checklist to identify immediate SEO/search improvements:

  • Titles: convert titles to question form or include common search phrases (e.g., “How do I reset my password?” vs “Password Reset”)
  • Search synonyms: add synonyms/aliases in the article metadata or FAQ schema
  • Breadcrumbs and categories: ensure articles are in obvious categories that match customer journeys (billing, onboarding, product setup)
  • Promoted articles: pin the top three how-to articles in your support portal and in chatbots
  • These changes often increase click-through and deflection within days, especially when combined with chatbot integrations like Ada, Intercom, or Zendesk Answer Bot.

    Minute 18–20: Prioritise fixes that boost deflection

    Now translate what you found into a short prioritised list. I use a quick impact/effort matrix — but simplified to three buckets:

  • Fix now (High impact, Low effort): articles that are high traffic and fail basic quality checks (bad title, missing steps, no screenshots). These usually take 10–30 minutes each.
  • Plan (High impact, Higher effort): coverage gaps for common ticket themes or multi-step flows that need videos or product changes. These require stakeholders and 1–2 day workstreams.
  • Backlog (Low impact): niche articles, deep technical docs, or content with low traffic and low ticket relevance.
  • Example prioritisation table:

    Article/TopicSignalAction
    Reset passwordHigh traffic, short time-on-pageRewrite title, add 3-step numbered guide + screenshot (Fix now)
    Billing disputesMany tickets, no KBCreate article + FAQ + chatbot flow (Plan)
    Developer API edge caseLow traffic, deep technicalBacklog

    Tips I use to increase confidence in recommendations

    These little checks prevent false positives:

  • Correlate search terms with ticket volume — high search, high tickets = urgent
  • Look for repeat phrasing in tickets — copy-pasting the customer sentence into article title often improves findability
  • Check mobile vs desktop search behaviour — screen-capture heavy articles can be unreadable on mobile
  • Run one A/B change on a headline or intro and measure CTR to article in 1–2 weeks
  • Tools and integrations that speed this up

    If you want to scale beyond a 20-minute audit, these tools help:

  • Zendesk Explore / Guide — built-in search analytics and ticket linking
  • Google Analytics / GA4 — search event tracking and behaviour flows
  • Search IQ, Sphinx, or Coveo — advanced search analytics and query intents
  • Content tools: Loom for quick videos, Snagit for annotated screenshots
  • Integrating your KB with chatbot automation (Intercom, Ada, Zendesk Answer Bot) lets you measure deflected conversations and tune article matching iteratively.

    Do this quick audit once a month and you’ll surface a manageable backlog of high-impact fixes. The magic isn’t in writing more content — it’s in reshaping the right content so customers find and trust it. If you’d like, I can format a one-page checklist you can paste into your team’s triage board to run this in under 20 minutes every week.


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