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NiCE KnowledgeKnowledge
NiCE Knowledge Success Center

December 2025

Scaling Knowledge with NiCE KM: How Liaison Personalizes Content for Every User

December 11: Scaling Knowledge with NiCE KM: How Liaison Personalizes Content for Every User

Speakers: Stephen Naso, Senior Director of Education & Knowledge, and Katherine Wedgewood, Senior Knowledge Strategist at Liaison

Overview of Liaison:

    • Specializes in higher education admissions and enrollment software.

    • Processes ~4 million applications annually across 1,500 institutions.

  • Key concept: Centralized Application Services (CAS) for professions like nursing, veterinary medicine, physical therapy.

  • Liaison’s NiCE KM site:

    • 105 public-facing help centers, 30,000+ articles.

    • Single source of truth for UI labels, email templates, chatbot, and videos.

  • Metrics:

    • ~6M sessions annually.

    • 89% self-service utilization.

    • Shift from content creation to maintenance (ratio: 8.3 updates per new article).

 

Personalization Techniques

  • Content Reuse & Global Variables:

    • 90% of CAS content is consistent; 10% customized.

    • Uses global variables for unique details (e.g., email, phone).

    • Repository approach for efficient updates across 80+ help centers.

  • Branding & Conditional Headers:

    • Custom logos and colors per CAS using conditional templates.

    • Recent redesign with Hawthorne platform for modern UI.

  • Faceted Search:

    • Keeps users within their product-specific help center for relevant results.

 

Generative Search Rollout

  • Launched Quick Summary (Gen Search) to all users last week.

  • Benefits:

    • Improved reporting via search completion data.

    • Ability to filter by product category for insights.

  • Challenges:

    • Users learning to phrase queries effectively.

  • Positive outcome: Identified opportunities for better tagging and phrasing.

  • Renaming Gen Search to “Quick Summary” eased concerns about AI in higher ed.

  • Flexibility to customize instructions and naming helped adoption.

 

Chatbot Integration

  • Chatbot “Cassie” pulls content directly from NiCE KM.

  • Includes:

    • Links to help center articles.

    • Escalation workflow to live support if needed.

  • Strict policy: Only connects to Liaison-managed content for accuracy.

 

Q&A Highlights

  • Heather Tipton asks about custom logos:

    • Stephen Naso explains use of conditional headers and Deki script.

    • Katherine Wedgewood mentions media repository for logos.

  • Matt Adlai-Gail asks about chatbot API and personalization:

    • Stephen Naso confirms current custom build, plans for API upgrade.

    • Discusses strict content inclusion policy and evolution of team roles.

 

 

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