Skills CX operations

Internal vs external knowledge

Two libraries that answer the same question differently is worse than one wrong answer. Customers get the external article; agents read the internal wiki; the AI agent grounds on whichever was indexed last — and nobody notices until a fee, timeline or eligibility mismatch surfaces in complaints.

CX operationsCost and contentPlaybookAny helpdeskRead-only
Installnpx rulebase-skills install cx-internal-vs-external-knowledge

When to use it

Reach for this when someone says any of these — they are the phrases the skill itself triggers on:

  • help centre vs internal wiki

How it works

The method, in the order the skill runs it. The full procedure — tables, worked examples and the edge cases — is in the skill itself.

  1. What leaks when internal is wrong

    Internal docs fail quietly because customers never see them — until something bridges the gap.

  2. Policy vs procedure — the split that holds

    Customers need policy. Agents need procedure. Never publish procedure as policy — it exposes internal tooling, creates security risk, and goes stale on every UI change.

  3. What belongs where

    External (help centre): Questions customers can fully resolve alone, Stable product behaviour and customer-visible policy, Links to customer-facing forms and status pages.

  4. Duplication audit

    For each high-volume contact driver: List external article(s) on the topic, List internal page(s) on the topic, Compare factual claims, Flag contradictions and stale pair (one updated, one not).

  5. AI and search boundaries

    Before grounding any AI on knowledge: Index separation, Access control, Citation rules, Re-index on publish.

  6. Governance

    When policy changes: external publishes first (or simultaneously with agent comms), internal updated same release, macros and AI corpora refreshed — same change ticket.

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