Knowledge with your other apps
Live data from your Ellibo apps inside a page, links to deals, tickets, tasks and other records, help-centre articles, Discuss, Website, Analytics, the API and webhooks.
Live data in a page
On Professional and up, type /Live data in a page and pick what to show:
- Data - the same lists Ellibo Analytics uses: invoices, bills, payments, CRM deals and leads, Helpdesk tickets, project tasks, stock, employees, bookings, orders and more, from the apps your business uses.
- Show as - Rows (pick columns, sort and how many), One number (how many, or the total of a column) or a Bar chart (grouped by a column).
- Only where - one filter, like status is "Open" or created in the last 30 days.
The block reads the data live each time the page opens. Each reader sees it only if they have a role in that app - others see "You don't have access to this data". Pay data shows only to the business owner. Press the pencil on the block to change it.
Links to records
On Professional and up, More > Link a record (or Linked records > Link a record at the bottom of a page): open the deal, ticket, task, job, employee, invoice or other record in its app, copy the address from your browser and paste it. The record shows as a card with its number, name and status. People who can't see that record in its app see only "You can't see this record".
Help centre articles
On Professional and up, with Ellibo Helpdesk, Editors choose More > Send to the help centre. The page becomes a draft article in the Helpdesk help centre; publish it there. Send again after a change to update the article.
Discuss
Paste a page's address in a Discuss chat: it shows as a card with the page's title - only to people who can read the page.
Website
With Ellibo Website, add the Knowledge base section to a page of your site: it lists your pages on the web (see Who sees what).
Analytics
On Business, Analytics has a Knowledge: Pages list: pages, opens, versions, open comments and policies accepted - titles only for pages on the web, so restricted page names stay private.
API and webhooks
On Business, Settings > API & webhooks: make a key for your own software to list, search, read, make and change pages (knowledge/api.php/v1/), and webhooks to be told when pages are made, changed, removed or put on the web, when someone comments, and when someone accepts a policy.