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:
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- 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.

