How to capture knowledge from the Dashboard?

Yana Tornoe

Updated: Mar 13, 2026

Question Base now lets you capture and save knowledge directly from the Question Base dashboard — not just from Slack. This update gives knowledge managers a centralized place to review agent activity, track discussions, and save answers without switching back and forth between Slack and the dashboard.

What's New in the Dashboard

The dashboard at questionbase.ai/port has been redesigned with several improvements:

  • Summary is now collapsible. The general summary is hidden behind a button by default, keeping the interface clean. We're working towards making this summary user-prompted, so each user can generate a report tailored to what they're looking for.

  • Activity Log per question. Every question now features a detailed activity log showing exactly what happened: who asked it, who marked it as helpful, who resolved it, and who dismissed it.

  • Knowledge captured from questions. When a new question generates a new answer that didn't previously exist in your knowledge base, the dashboard shows you that a new answer was saved — and who saved it. For more on how categories work, see Manage Categories and Agent Knowledge per Slack Channel.

Step 1: Navigate to the Dashboard

  1. Open your browser and go to questionbase.ai/port.

  2. Log in with your account credentials.

  3. You'll see the redesigned dashboard with the collapsible summary at the top. Click the button to expand or collapse the summary as needed.

Step 2: Review the Activity Log for Any Question

  1. Click on any question listed under All Questions.

  2. You'll see the Activity Log — a timeline of everything that has happened with that question.

  3. The log shows:

    • Who asked the question

    • Who marked it as helpful

    • Who marked it as resolved

    • Who dismissed it (if applicable)

    • What knowledge was captured — if a new answer was generated and saved, it will show who saved it

This gives you full visibility into the lifecycle of every question your agent handles.

Step 3: Handle Ongoing Discussions

Not every question gets resolved right away. For questions where a discussion is still ongoing but nobody has marked it as resolved yet, the dashboard will show that the question has been escalated to the team and that new answers have come in. You can use custom labels to tag and track these escalated questions.

  1. Click on the question to view the discussion.

  2. You'll be taken directly to the conversation in Slack, where you can review the thread yourself.

  3. Decide whether the question is ready to be marked as resolved.

This is especially useful for knowledge managers reviewing the Case Tracker — you can quickly spot outstanding items that need your attention.

Step 4: Save Answers Directly from the Dashboard

This is the biggest change. Previously, capturing knowledge required you to be in Slack. Now, when a question has been marked as resolved, you can save the answer directly from the Question Base interface.

  1. Open a resolved question from the dashboard.

  2. You'll see the option to save the answer right there — no need to go back to Slack.

  3. Click save, and the knowledge is added to your Question Base.

Why This Matters for Knowledge Managers

For knowledge managers who spend time reviewing agent performance and monitoring their Case Tracker, this update means you no longer need to bounce between the dashboard and Slack to get things done. You can:

  • Review what's been asked and answered

  • See exactly who interacted with each question

  • Identify unresolved discussions that need attention

  • Save captured knowledge — all from one place

The dashboard now serves as a complete review and capture hub, making it easier to maintain and grow your team's knowledge base alongside the work you already do in Slack.

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