In competitive markets, easy access to competitor intel is expected. With a robust knowledge base, you’ll be able to easily categorize, search and deliver targeted intel in the form of strategic Battlecards and targeted reports.

The information in your knowledge base is organized in boards and traits and flow through to Battlecards and reports. Trait values can be in the form of text, links, videos, articles, images, files in Google Drive, Microsoft OneDrive and more.

To get started, navigate to Settings -> Boards and Traits.

Here you have a wide variety of existing boards and traits available to you along with the number of competitors who have values for each trait (hover over the value for a list of the specific competitors).

Leverage Kompyte’s default boards and traits or create as many customized boards and traits as you need using the Create a board or Create a Trait buttons.

To create a new board click the Create a board button. Enter a board name and click Create.

A new board has now been created as shown below.

To add traits to your new board, click the Create a trait link. Enter a trait name and click Create (trait names can also be edited here).

Repeat this process until your board is complete.

To expose knowledge traits in Battlecards or reports, click the Edit Layout button.

Click the + to add a new source.

Select Knowledge Base.

Add an individual knowledge base trait or create a table using multiple traits.

Search by board or trait. Select the desired trait and click Next.

If you selected the table option, be sure to give your table a title and click Done.

Click into the cell of a trait to enter a value.

Values include text, links, videos, articles, images, files in Google Drive, Microsoft oneDrive, and icons. Click Save & Close.

Once the knowledge base and traits are in place, commit to updating values on a regular basis in order to keep intel relevant and up to date. Last updated dates are displayed to easily keep a pulse on how current your intel is.

Leverage Kompyte’s Omnisearch feature to quickly search and retrieve knowledge base trait values or to enter values directly from this screen.

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