Follow this checklist to set up your Knowledge Base efficiently.
A well-structured Knowledge Base helps your franchisees succeed by providing instant access to the right resources, reducing friction, and powering AI search for faster answers
Step 1: Define the Structure
Before adding content, determine how your Knowledge Base should be organized:
- Identify key categories (e.g., Operations, Training, Marketing, HR, Compliance).
- Decide if you need separate chapters for different roles (e.g., franchisees, managers, employees).
- Keep navigation simple—avoid excessive layers that make it hard to find information.
📌 Tip: Start with broad categories and refine as you add content.
Step 2: Upload & Create Chapters
- Import Existing Content – If you already have SOPs, guides, or training materials, upload them directly.
- Create New Chapters – Build structured guides from scratch within Delightree.
- Follow this guide for creating chapters.
- Use Formatting for Clarity – Break content into sections, add bullet points, and use bold for key takeaways.
- Add Visuals & Attachments – Support your content with images, videos, and downloadable files.
📌 Tip: Start with must-have chapters and expand over time—quality over quantity!
Step 3: Organize & Optimize for Searchability
- Use Clear & Consistent Naming – Keep titles straightforward and searchable.
- Tag Chapters by Role, Location, or Topic – Improve AI searchability with relevant keywords.
- Group Related Content – Link similar chapters together for easy reference.
- Set Visibility Permissions – Ensure sensitive information is only accessible to the right teams.
- Follow this guide to structure efficiently.
📌 Tip: Think from a franchisee’s perspective—what would they search for?
Step 4: Connect AI Search & Training
- Review AI Suggestions – AI improves as you add content. Test it by searching common questions.
- Link Key Resources to Training Paths – Ensure employees get the right materials when completing tasks or training.
📌 Tip: The more well-structured your Knowledge Base, the smarter the AI becomes!
Step 5: Keep It Updated & Encourage Use
- Assign a Knowledge Base Manager – Designate someone to update and maintain content regularly.
- Review & Archive Old Content – Prevent outdated information from creating confusion.
- Promote Usage – Encourage franchisees to check the Knowledge Base first before reaching out with questions.
📌 Tip: Treat your Knowledge Base like a living resource—regular updates keep it valuable!
🎯 Next Steps
- Begin adding your most critical franchise resources today.
- Share a link to your Knowledge Base with your team and encourage adoption.
- Set a quarterly review to ensure information stays up to date.