Editor Lite
Editor Lite is a streamlined editing panel that gives agents exactly what they need to create knowledge while in a CRM environment or Touchpoint integration.
Use Cases
- Create or edit knowledge base content directly with the Expert for Salesforce Service Cloud integration
- Real-time knowledge capture when following KCS in Salesforce Service Cloud
Editor Lite does not have configuration options.
To use full Expert Editor capabilities, click the Open in Expert button to edit in the Expert web browser experience.
Editor Lite Tools
- Save, Discard changes
- Undo, Redo
- Heading 1, Heading 2, Heading 3, Heading 4, Heading 5
- Bold, Italic, Underline
- Numbered list, Bulleted list
- Content Templates
- Tools Panel
- Image
- Link
- Comment
- Conditional Groups
- <pre> Format
Editor Lite Limitations
To simplify authoring for agents, Editor Lite does not have the following tools found in the full Expert Editor:
- Formatting text color
- Formatting text size
- Removing text formatting
- Formatting text alignment
- Formatting text indentation
- Formatting tables
- Find and replace
- Insert content reuse
- Insert path
- Insert video
- Insert anchor
- Insert horizontal line
- Insert page break
- Insert special character
- Help menu
- View Source