> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Knowledge Templates

> Deploy pre-built knowledge bases by industry to new clients in seconds — plumbing, HVAC, salon, dental, and more.

## What Are Knowledge Templates?

Knowledge templates are pre-built collections of knowledge base articles organized by industry. Instead of manually writing articles for every new plumber or salon you onboard, apply a template and get 15+ articles covering common questions, services, pricing ranges, and hours — all in one click.

Templates give your clients a working AI receptionist on day one. The AI can answer caller questions about services, pricing, hours, and policies immediately, with zero manual content creation.

***

## Built-In Templates

CloseTheCall includes 8 industry templates out of the box:

<CardGroup cols={2}>
  <Card title="Plumbing" icon="wrench">
    Emergency callouts, drain cleaning, boiler repair, pricing ranges, service areas, warranty policies
  </Card>

  <Card title="HVAC" icon="temperature-half">
    AC repair, furnace installation, maintenance plans, seasonal pricing, energy efficiency FAQs
  </Card>

  <Card title="Electrical" icon="bolt">
    Panel upgrades, outlet installation, emergency services, inspection policies, licensing info
  </Card>

  <Card title="Salon" icon="scissors">
    Haircut pricing, coloring services, cancellation policies, walk-in availability, stylist specialties
  </Card>

  <Card title="Dental" icon="tooth">
    Cleaning costs, emergency appointments, insurance accepted, new patient process, procedure FAQs
  </Card>

  <Card title="Restaurant" icon="utensils">
    Menu highlights, reservation policies, dietary accommodations, private events, delivery/takeout info
  </Card>

  <Card title="Cleaning" icon="broom">
    Residential vs commercial pricing, deep cleaning, recurring schedules, supplies included, cancellation
  </Card>

  <Card title="Pest Control" icon="bug">
    Inspection process, treatment types, pricing tiers, warranty/guarantee, safety for pets and children
  </Card>
</CardGroup>

***

## Applying a Template to a Client

<Steps>
  <Step title="Go to Agency Portal > Knowledge">
    Open the Knowledge page from the agency sidebar.
  </Step>

  <Step title="Select a template">
    Click on the template that matches your client's industry. Preview the articles included.
  </Step>

  <Step title="Choose a client">
    Select the client you want to apply the template to from the dropdown.
  </Step>

  <Step title="Click 'Apply Template'">
    The template articles are copied into the client's knowledge base. Existing articles are preserved — templates add to, not replace.
  </Step>

  <Step title="Customize">
    After applying, impersonate the client and edit articles with their specific pricing, hours, and service details.
  </Step>
</Steps>

<Tip>Apply the template first, then customize. It is much faster to edit 15 pre-written articles than to write them from scratch.</Tip>

***

## Creating Custom Templates

If you serve a niche industry not covered by the built-in templates, create your own:

1. Go to **Agency Portal > Knowledge > Templates**
2. Click **Create Template**
3. Enter a template title and description
4. Add articles with:
   * **Title** — the article heading (e.g., "Emergency Service Pricing")
   * **Category** — one of 12 categories (services, hours, pricing, policies, FAQs, etc.)
   * **Content** — the full article text
5. Click **Save Template**

Your custom templates appear alongside the built-in ones and can be applied to any client.

<Info>Custom templates are private to your agency. Other agencies cannot see or use them.</Info>

***

## Template vs Manual Knowledge Base

| Approach                      | Best For                              | Time to Set Up     |
| ----------------------------- | ------------------------------------- | ------------------ |
| **Template only**             | Quick launch, standard business       | 2 minutes          |
| **Template + customization**  | Personalized but fast                 | 15-30 minutes      |
| **Manual only**               | Unique business, no matching template | 1-2 hours          |
| **Website scrape + template** | Best of both worlds                   | 5 minutes + review |

<Tip>The fastest approach: enter the client's website URL during onboarding (auto-scrapes real data), then apply an industry template to fill gaps. The AI merges both sources intelligently.</Tip>

***

## Knowledge Gap Analysis

The Knowledge page shows a **gap analysis** across all your clients:

* **Missing categories** — which clients are missing articles in which categories (services, hours, pricing, etc.)
* **Low confidence articles** — articles the AI is not confident about (usually auto-scraped data that needs verification)
* **Intelligence scores** — a 0-100 score for each client based on weighted category coverage

Categories are weighted by importance:

* Services: 20%
* Hours: 15%
* Pricing: 15%
* Location/service area: 10%
* Policies: 10%
* FAQs: 10%
* About/history: 5%
* Others: 15%

***

## Cross-Client Knowledge Overview

The overview table on the Knowledge page lets you compare all clients side by side:

| Client         | Score | Services | Hours | Pricing | FAQs | Action            |
| -------------- | ----- | -------- | ----- | ------- | ---- | ----------------- |
| Joe's Plumbing | 85    | Yes      | Yes   | Yes     | Yes  | —                 |
| City Dental    | 62    | Yes      | Yes   | No      | No   | Add pricing, FAQs |
| Quick Clean    | 41    | Yes      | No    | No      | No   | Apply template    |

Click any client row to impersonate them and edit their knowledge base directly.

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