​

KB Gap Report — 2026-03-04

Source KB: https://698cc2d47e9c55a358a095d4.sos.knowledgebases.net/kb/ Total KB articles: 1,393 across 19 top-level sections Total HoopAI docs MDX files: ~250 (excluding api-reference and essentials) Analysis method: Full TOC extracted via window.__reactRouterContext, compared against all MDX files by folder structure, file names, titles, and content. Approximately 60 individual KB articles sampled for content depth.

---

​

Coverage summary

---

​

Covered categories (fully or substantially covered)

• Getting Started → getting-started/crm-overview.mdx, getting-started/the-dialer.mdx, getting-started/custom-values.mdx, getting-started/overview.mdx
• Introduction → introduction.mdx
• Media Storage → media-storage/ folder (9 MDX files, matches KB’s 9 articles exactly: overview, AI images, files/folders, supported types, Pixabay, Unsplash, backgrounds, font files, Google Drive)
• Academy → academy/ folder (57 MDX files covering all 10 KB sub-sections: onboarding, quick-start, sms-phone-numbers, email-messaging, workflow-automation, media-social-posting, funnels-websites, calendars, payments-purchases, welcome)

---

​

Partially covered categories

​

Dashboard (33 KB articles → 6 MDX files)

We have: overview.mdx, custom-widgets.mdx, dashboard-elements.mdx, dashboard-permissions.mdx, dashboard-theme.mdx, managing-dashboards.mdx, quick-filters.mdx Our custom-widgets.mdx is a well-consolidated page covering many KB sub-articles (add/remove/resize/rearrange/customize/duplicate widgets, call widgets, conversation widgets, task widget, appointment widgets, opportunity date filter, lost reason filter, attribution filtering, pipeline stage filtering, custom metrics, adding from key pages, FAQ). This is good coverage via consolidation. Missing articles within Dashboard:

• Custom Widgets sub-articles not individually addressed: “Custom Widgets FAQ” has distinct troubleshooting content not in our consolidated page
• “How to Add Custom Object Widget to Dashboard” — brief mention but no dedicated section
• Elements sub-category (5 articles: Add Elements, Embed Element, Titles, Text Boxes, Images to Dashboard) → our dashboard-elements.mdx likely covers these but confirm depth
• “How to Set Your Default Dashboard” — not confirmed in any MDX

​

Conversations (42 KB articles → 17 MDX files)

We have: overview.mdx, sending-messages.mdx, attachments.mdx, activity-cards.mdx, do-not-disturb.mdx, filters-and-bulk-actions.mdx, live-chat.mdx, manual-actions.mdx, snippets.mdx, trigger-links.mdx, contact-engagement-score.mdx, conversations-settings.mdx, sms-metrics.mdx, social-messaging.mdx, call-quality.mdx, internal-comments.mdx, contact-engagement-score.mdx Missing articles within Conversations:

• “How to Create Conversation SLA’s” — under Conversations Settings sub-category; not found in any MDX
• “How to Send a Group SMS” — not found as a distinct article
• “How to Manage Bot Status for Individual Contacts” — not found
• “Response Info for Conversation AI” — not found
• “How to Send an Internal Chat” — not found (distinct from Internal Comments)
• “How to Add WhatsApp Media to Documents” — not found
• “WhatsApp Voice Notes” — mentioned in mobile but not conversations context
• “How to Use Snippets for WhatsApp Messaging” — specific WhatsApp use case not addressed
• “Requesting Payment in Conversations” — not found
• “How to View Call Status” — not found as distinct topic
• “Understanding Attachment Size Limits for SMS and Email Communications” — not found

​

Calendars (60 KB articles → 8 MDX files)

We have: overview.mdx, appointments.mdx, booking-pages.mdx, calendar-integrations.mdx, calendar-settings.mdx, calendar-types.mdx, creating-calendars.mdx, service-calendar.mdx This is one of the larger gaps. The KB has 6 sub-categories with 60 articles vs our 8 files. Many individual KB articles cover detailed operational steps that we merge into broader pages. Missing articles within Calendars:

• “How to Use the Troubleshooting Tool in Calendars” — not found
• “Calendar Sync Options” — not found
• “How to Navigate Your Team’s Schedule with Ease” — not found
• “Collective Booking: Dynamic Team Assignment” — not found
• “Smart Lists in Appointments” — not found
• “How to Add Notes to Appointments” — not found
• “How to Create and Edit a Recurring Appointment” — not found
• “Book New Appointment” — not found
• “Find Appointments within a Contact” — not found
• Calendar Settings sub-articles (30 KB articles!) — our calendar-settings.mdx is a single page; KB has individual articles for: Google Calendar integration, iCloud integration, Microsoft Teams, Calendly, One-Time Booking Links, Look Busy, Calendar Consent Checkbox, Manual Confirmation, Double Booking prevention, Audit Logs, Google Organic Booking, Custom Form connection, Calendar embedding, Staff Member Selection, Understanding Unassigned vs Assigned, Personal Availability, Calendar Notifications
• “Services V2” sub-category (6 articles): Services Overview, How to Manage Service Staff, How to Manage Service Resources, How to Create and Manage Add-Ons, Managing Service Appointments, Services Global Settings — entirely missing from docs
• “Calendar Groups” — not found
• “How to Create an Event Calendar”, “How to Create a Class Calendar”, “How to Create a Personal Calendar”, “How to Create a Calendar Schedule” — individual calendar type creation guides

​

Contacts (48 KB articles → 8 MDX files)

We have: overview.mdx, bulk-actions.mdx, contact-details.mdx, duplicate-management.mdx, importing-contacts.mdx, smart-lists.mdx, tags.mdx, tasks.mdx Missing articles within Contacts:

• “Restore Overview” — not found (restoring deleted contacts)
• “Importing Contacts with Shared Information” — not found as distinct topic
• “How to Customize Fields for Add Contact” — not found
• “Common Use Cases for Smart Lists” — not found
• “How to View and Delete Cards on File” — not found
• “How to Add a Contact Photo” — not found
• “Company Bulk Action” — not found
• “WhatsApp Bulk Action” — not found
• “Bulk Email Verification” — not found
• Contact Details sub-articles (17 KB articles): We have contact-details.mdx but it consolidates what the KB covers across 17 individual articles. Missing distinct topics: “Document Management” within contacts, “How to Input Multiple Phone Numbers”, “Understanding and Implementing Attribution”, “How to Apply A Manual Charge to A Contact”, “How to Add Multiple Email Addresses”, “How to Add Followers to Contacts”, “How to Access Images and Files from Forms and Surveys”, “Subscriptions & Invoices in Contact Details”, “Managing Associations in Contact Details”
• “How to Set Up Multi-Object Tasks” — not found

​

Opportunities (20 KB articles → 5 MDX files)

We have: overview.mdx, pipelines.mdx, bulk-actions.mdx, custom-fields.mdx, managing-opportunities.mdx Missing articles within Opportunities:

• “Pipeline Permissions” — not found
• “Smart Tags in Pipelines” — not found
• “Lost Reason For Opportunities” — not confirmed as separate section
• “How to Automate Lead Value Using Survey Submissions” — not found
• “List View in Opportunities” — not found
• “How To See Additional Information On An Opportunity Card” — not found
• “How to Customize Your Opportunity Cards” — not found
• “How to Send an Invoice or Estimate from an Opportunity” — not found
• “How to Import Contacts and Opportunities at Once” — not found
• “Stale Opportunities Trigger” (under Automation) — referenced but not a dedicated article

​

Payments (106 KB articles → 12 MDX files)

We have: overview.mdx, invoices.mdx, documents-contracts.mdx, orders.mdx, payment-links.mdx, transactions.mdx, products.mdx, coupons.mdx, payment-settings.mdx, payment-integrations.mdx, subscriptions.mdx, gift-cards.mdx The KB has 106 articles across 11 sub-categories. Our 12 files provide category-level coverage but each KB sub-category has 4–26 articles our pages consolidate. Key missing topics: Invoices & Estimates (26 KB articles — our invoices.mdx consolidates):

• “Recurring Invoices” — covered?
• “Including Payment Plans In Estimates” — may be in invoices.mdx
• “Customize Email and SMS Notifications for Invoicing” — not confirmed
• “Automatic Invoice Creation” — not confirmed
• “Utilizing CC and BCC in Invoices” — not confirmed
• “Schedule Reminders for Invoices” — not confirmed
• “ACH Debit Payment Method On Invoices” — not confirmed
• “Set Up Fees in Recurring Invoices” — not confirmed
• “Auto-Payment for Invoices” — not confirmed
• “How to Set Up Late Fees on Invoices” — not confirmed
• “How to Use Product Description Capability” — not confirmed
• “How to Edit Payment Schedules for Partially Paid Invoices” — not confirmed
• “How to Use Opportunity Custom Values in Terms & Notes” — not confirmed
• “How to Import Invoices using CSV” — not confirmed
• “How to Record Manual Payment for Invoices” — not confirmed
• “How to Customize an Invoice Layout” — not confirmed

Documents & Contracts (22 KB articles):

• “Create Document & Contract Templates and Send Automatically with Workflows” — not confirmed
• “Settings in Documents & Contracts” — not confirmed
• “How To Create an Invoice Automatically After a Document/Contract is Signed” — not confirmed
• “How to Set Up Multi-Recipient Document Signing” — not confirmed
• “Choosing The Right Currency for Documents & Contracts” — not confirmed
• “Fillable Element: Initials” — not confirmed
• “Recurring Products in Documents & Contracts” — not confirmed
• “Adding Custom Fields For Documents and Contracts Signing” — not confirmed
• “Customize Your Subject Line for Documents & Contracts” — not confirmed
• “Collect Payment Directly After Document Signing” — not confirmed
• “How to Create a Public Document” — not confirmed
• “How to Upload PDFs for Documents & Contracts” — not confirmed
• “How to Add Expiry Date for Documents & Contracts” — not confirmed
• “Document Variables” — not confirmed

Orders (6 KB articles):

• “How to Sync Shopify Orders” — not confirmed
• “Abandoned Checkout in Orders” — not confirmed
• “How to Print Shipping Labels & Packing Slips” — not confirmed
• “How to Fulfill an E-Commerce Store Order” — not confirmed
• “How to Import Orders” — not confirmed

Payment Settings (6 KB articles — our payment-settings.mdx):

• “Payment Receipts” — not confirmed
• “How to Send Automated Abandoned Cart Emails” — not confirmed
• “Shipping & Delivery Settings” — not confirmed
• “How to Add Additional Fees to Customer Payments” — not confirmed

Payment Integrations (13 KB articles — our payment-integrations.mdx):

• “How To Integrate Network Merchants Inc. (NMI)” — not confirmed
• “Using Apple Pay and Google Pay in Order Forms” — not confirmed
• “How to Integrate QuickBooks” — not confirmed
• “How to Integrate Razorpay” — not confirmed
• “How to Integrate Square” — not confirmed
• “How To Integrate Authorize.net” — not confirmed
• “How to Sync Your Invoices to Wave Accounting” — not confirmed
• “Manual Payment Methods Integration” — not confirmed
• “How to Integrate Adyen” — not confirmed
• “How to Configure Payment Provider by Channel” — not confirmed

Gift Cards (6 KB articles — our gift-cards.mdx):

• “How to Sell Gift Cards” — not confirmed
• “How to Send Gift Cards Directly” — not confirmed
• “How Customers Redeem Gift Cards” — not confirmed
• “How to Track Gift Card Orders” — not confirmed
• “Gift Card Dashboard Overview” — not confirmed

​

AI Agents (27 KB articles → 10 MDX files)

We have: overview.mdx, conversation-ai.mdx, conversation-ai-dashboard.mdx, conversation-ai-actions.mdx, bot-settings.mdx, flow-based-builder.mdx, knowledge-base.mdx, train-your-bot.mdx, voice-ai.mdx, content-ai.mdx Missing articles within AI Agents:

• Voice AI (7 KB articles — our voice-ai.mdx consolidates): Missing individual coverage of “Inbound Call Flow for Voice AI Calls”, “How to Use Appointment Booking in Voice AI”, “How to Test Voice AI Agents”, “How to Create a Custom Action for Voice AI”, “Voice AI Outbound Calling”
• Conversation AI (16 KB articles — our files consolidate): Missing distinct coverage of “Stop Bot Action”, “Train Your Bot with Google Docs”, “How to Add Contact Info Using the AI Bot”, “Primary vs Non-Primary Conversation AI Bots”, “Transfer Bot Action”, “Auto Followup Action”, “How to Create a Guided Form Bot”, “Human Handover Action”, “Appointment Booking Action”, “How to Generate Conversation AI Summary & Transcript”
• “How to Create a Knowledge Base” (distinct from the overview) — may be in knowledge-base.mdx

​

Marketing (206 KB articles → 16 MDX files)

We have: overview.mdx, email-marketing.mdx, email-campaigns.mdx, email-templates.mdx, email-deliverability.mdx, email-smtp.mdx, mailgun-setup.mdx, social-planner.mdx, social-planner-features.mdx, social-planner-platforms.mdx, social-media.mdx, affiliate-manager.mdx, ad-manager.mdx, countdown-timers.mdx, trigger-links.mdx, reputation-management.mdx Missing articles within Marketing (206 total, this is the largest category): Social Planner (54 KB articles — we have 3 social planner MDX files):

• “How to Schedule Posts in Bulk” — not confirmed
• “Create Group Hashtags within the Social Planner” — not confirmed
• “How To Schedule Posts Using RSS URL?” — not confirmed
• “How to post Recurring Social Posts” — not confirmed
• “Posting Instagram Reels” — not confirmed
• “Posting Instagram Stories” — not confirmed
• “Failed Post Error in the Social Planner” — not confirmed
• “How to Add a Watermark to an Image in the Social Planner” — not confirmed
• “How to Post Your Reviews on Social Media” — not confirmed
• “Post Pinterest Pins in Social Planner” — not confirmed
• “Image Editor in Social Planner” — not confirmed
• “Posting Facebook Reels” — not confirmed
• “Posting to Youtube” — not confirmed
• “How to Add Location Tagging to Social Post” — not confirmed
• “Social Planner Statistics” — not confirmed
• “Content in Social Planner” — not confirmed
• “Post Approval Flow” — not confirmed
• “Resolving the ‘Facebook Post Failed to Publish’ Error” — not confirmed
• “Facebook Pages Not Showing” — not confirmed
• “Content AI in Social Planner” — not confirmed
• “How to Customize Your Post for Each Platform” — not confirmed
• “How to Create a Facebook Story” — not confirmed
• “How to Mention or Tag in the Social Planner” — not confirmed
• “How to Schedule Posts for Communities” — not confirmed
• “How to Bulk Delete Posts in the Social Planner” — not confirmed
• “How to Create Evergreen Content Buckets” — not confirmed
• “How to Rearrange Media for a Social Post” — not confirmed
• “Social Planner Settings” — not confirmed
• “How to Insert a Shortened Link in Social Planner” — not confirmed
• “How Can I Publish Evergreen Content using Category Queue?” — not confirmed
• “Prerequisites for Bulk CSV Scheduling in Social Planner” — not confirmed
• “Edit with Ask AI in Social Planner” — not confirmed
• “Facebook Publishing Troubleshooting Guide” — not confirmed
• “Connecting Bluesky (Social Posting)” — not confirmed
• “Connecting Threads (Social Posting)” — not confirmed
• “How to Manage Comments in the Social Planner” — not confirmed
• “How to Edit Category Queue” — not confirmed

Email Templates (32 KB articles — our email-templates.mdx consolidates):

• Individual element articles: Video Element, Social Element, “Manage Element”, Image Slider, Google Fonts, Preview URL Element, Spacer Element, Plain Text Editor, Appearance Tab, Email Layouts, RSS Header & RSS Items Elements, Shopping Cart Element, Code Element, Footer Element, Divider Element, Button Element, Image Element, Text Element, Logo Element
• “How to Import Email Templates from Active Campaign” — not confirmed
• “How to Preview Custom Fields in Your Emails” — not confirmed
• “How to Add GIFs to Your Emails” — not confirmed
• “Save Elements Feature in Email Templates” — not confirmed
• “How to Use Conditional Elements in Email Builder” — not confirmed
• “How to Use Email AI” — not confirmed
• “Email ‘Edit’ Section” — not confirmed

Campaigns (22 KB articles — our email-campaigns.mdx consolidates):

• “A/B Test Email Campaign” — not confirmed
• “How to Send RSS Email Campaign(s)” — not confirmed
• “How to Batch Schedule Email Campaigns” — not confirmed
• “Email Campaign Delivery Options” — not confirmed
• “Product Element in Email Campaigns” — not confirmed
• “Integrating Loom Videos into Email Campaigns” — not confirmed
• “How to Resend Unopened Emails in Email Campaigns” — not confirmed
• “Understanding Conversion Metrics for Email Campaigns” — not confirmed
• “Hide Email Elements on Mobile View” — not confirmed
• “Reply Management in Email Campaigns” — not confirmed
• “Click Tracking for Email Campaigns” — not confirmed
• “Email Verification for Campaigns” — not confirmed
• “How to Pause or Cancel Email Campaigns” — not confirmed
• “Form Element in Email Campaigns” — not confirmed
• “Workflow Campaigns” — not confirmed
• “How to Automate Tagging Based on Email Campaigns” — not confirmed
• “How to Build Segments in Email Campaigns” — not confirmed

Affiliate Manager (29 KB articles — our affiliate-manager.mdx consolidates):

• “How to Setup Multi-Tier Commissions” — not confirmed
• “How to Add a Sub-Affiliate Under an Existing Affiliate” — not confirmed
• “How to Create Affiliate Coupon Codes” — not confirmed
• “How to Generate Affiliate Magic Links” — not confirmed
• “Lead Tracking in the Affiliate Manager” — not confirmed
• “How to Enable Sub Affiliate Sign Ups” — not confirmed
• “Affiliate Level Commission Settings” — not confirmed
• “How to Clone an Affiliate Campaign” — not confirmed
• “How to Automate Affiliate Payouts with PayPal” — not confirmed
• “How to Pay Affiliates for Lead Generation Using Pay-Per-Lead” — not confirmed
• “How to Use Commission Length & Variable Commissions” — not confirmed
• “How to Manage Customers under Affiliates” — not confirmed
• “How to Import Affiliate Manager Campaigns” — not confirmed

Ad Manager (26 KB articles — our ad-manager.mdx consolidates):

• “How to Create Lookalike Audiences in Ad Manager” — not confirmed
• “How to Create Custom Audiences in Ad Manager” — not confirmed
• “How to Cancel Ad Manager Subscriptions” — not confirmed
• “How to Create an Instagram Ad” — not confirmed
• “How to Connect Google with Ad Manager” — not confirmed
• “How to Create a New Google Search Ad Campaign” — not confirmed
• “How to Create Customer List Custom Audience” — not confirmed
• “How to Create a Meta Sales Objective Campaign for Conversion” — not confirmed
• “Image Editor in Ad Manager” — not confirmed
• “How to Create a Facebook Form in Ad Manager” — not confirmed
• “How to Review, Map, and Duplicate Existing Facebook Lead Forms” — not confirmed
• “How to Create Instagram DM Datasets in Ad Manager” — not confirmed
• “How to Connect a LinkedIn Ad Account with Ad Manager” — not confirmed
• “How to Create a LinkedIn Ad Campaign in Ad Manager” — not confirmed
• “How to Create a LinkedIn Lead Form” — not confirmed
• “Audience Targeting for LinkedIn Campaigns” — not confirmed
• “Audience Segments for Google Ads” — not confirmed
• “How to Create Google Demand Gen Ads” — not confirmed

Brand Boards (8 KB articles) — MISSING ENTIRELY:

• “How to Create a Brand Board”
• “How to Change Your Default Brand Board”
• “How to Use Brand Boards in Emails”
• “How to Edit Brand Boards”
• “How to Change Your Default Brand Voice”
• “How to Add a Brand Voice”
• “How to Create a Brand Voice from Text or URL”
• “Global Settings in Brand Boards”

Prospecting Tool (13 KB articles) — MISSING ENTIRELY:

• “Prospecting Tool”
• “How to Generate a Marketing Audit Report for a Prospect”
• “How to Customize Your Marketing Audit Report”
• “Virtual Business Listings in the Prospecting Tool”
• “How to Share Marketing Audit Reports”
• “How to Customize your Prospect Report Layout”
• “How to Customize the Prospecting Report with Report Builder”
• “Prospecting Tool Settings”
• “How to Create a Prospecting Lead Widget”
• “Prospecting Widget Overview”
• “How to Create a Workflow for the Prospecting Widget”
• “How to Customize Marketing Audit Report PDF”
• “Bulk Prospecting Flow”

Email Services (2 KB articles under Marketing):

• “Connecting GoDaddy MX Records” — we have marketing/mailgun-setup.mdx but GoDaddy and Namecheap MX records for email not confirmed

​

Automation (281 KB articles → 11 MDX files)

We have: overview.mdx, workflows.mdx, workflow-builder.mdx, workflow-triggers.mdx, workflow-actions.mdx, workflow-recipes.mdx, workflow-troubleshooting.mdx, advanced-workflow-builder.mdx, premium-actions.mdx, sms-campaigns.mdx, trigger-links.mdx, zapier-integration.mdx This is the largest KB section at 281 articles. Our 12 files provide good category-level coverage but many individual KB articles cover specific triggers, actions, and use cases we don’t address: Missing workflow use-case articles (from Workflows sub-category, 63 articles):

• “A Simple Calendar Workflow” — may be in workflow-builder.mdx
• “Manually Importing Facebook Leads Into a Workflow”
• “Workflow Loop Lockouts”
• “How to Send WhatsApp Flows from Workflows”
• “How to Use Automation for Lead Generation”
• “How To Notify Users When a Lead Is Added”
• “How to Automate Opportunity Creation from Form Submissions”
• “How To Create User Assigned Workflows”
• “How to Get a Conversion List for Google Ads in Workflows”
• “How to Automate Community Management with Workflow Trigger and Actions”
• “How to Set Up an Automation for Live Chat”
• “How to Auto Mark Messages As Read in Automation”
• “Power Dialer Workflow Setup & Tips”
• “Understanding and Preventing Race Conditions”
• “How to Rearrange Actions in Your Workflow Builder”
• “How to Create an SMS Campaign” (distinct from sms-campaigns.mdx?)
• “Duplicating Conditional Branches”
• “Facebook Lead Ads Automation”
• “How to Mark Calls as Completed”
• “Designing Effective Appointment Confirmation and Reminder Campaigns”
• “How to Create Automated Annual Messages in Workflows”
• “Automating Phone Connections Between Team Members And Leads”
• “How to Utilize Positive Intent Triggers in Your Workflows”
• “Implementing Double Opt-In System”
• “How to Set Up an Automated Spam Filter for Facebook Messenger”
• “How to Implement CRM Page View for Tracking Lead Engagement”
• “Setting Up Automated Payments Through Stripe Integration”
• “Recovering Lost Sales with an Abandoned Cart Automation”
• “How to Seamlessly Integrate Your Course and Funnel Checkout with Workflows”
• “Automating WhatsApp Messaging”
• “Automate Facebook & Instagram Comments”
• “How to Allow Multiple Opportunities in Workflows”
• “How to Create a Workflow with the Task Completed Trigger”
• “WhatsApp Workflow Statistics”
• “Workflow AI Assistant”
• “Workflow Notes”
• “Smart Lists for Workflows”
• “How to Use Opportunity Custom Fields in the Event Start Date Action”
• “How to Check for Errors in Workflows”
• “Notion Actions & Triggers in Workflows”
• “Google Contacts Actions & Triggers in Workflows”
• “ClickUp Actions & Triggers in Workflows”
• “Airtable Actions & Triggers in Workflows”
• “How to Use Internal Notifications When No Contact is Enrolled in Workflow”
• “TikTok Direct Messaging”
• “TikTok Comment(s) on a Reel Trigger”
• “Version History in Workflows”
• “Basecamp Actions & Triggers in Workflows”
• “Typeform Actions & Triggers in Workflows”
• “Asana Actions & Triggers in Workflows”
• “How to Assign Fillable Fields from Workflows”
• “Monday.com Actions & Triggers”
• “OpenRouter Actions & Triggers”

Workflow Triggers (83 KB articles — our workflow-triggers.mdx consolidates): All 83 individual trigger articles (Contact Created, Contact Changed, Contact Tag, Birthday Reminder, Inbound IVR, TikTok Lead Form, Video Tracking, Invoice Trigger, Abandoned Checkout, Shopify Triggers, User Login, Pipeline Stage Changed, Product/Course triggers, Facebook Lead Form, Email Events, Trigger Link Clicked, Survey Submitted, Order triggers, Customer Replied, Task triggers, Note triggers, Opportunity triggers, etc.) are covered in a consolidated page rather than individual articles. Workflow Actions (sub-category, multiple articles — our workflow-actions.mdx consolidates): Individual action articles for all workflow actions not individually covered. Premium Triggers (sub-category) — premium-actions.mdx covers premium actions; premium triggers may be missing. Workflow Settings (sub-category) — not confirmed as distinct page in docs.

​

Sites (241 KB articles → 16 MDX files)

We have: overview.mdx, funnels.mdx, websites.mdx, funnel-website-builder.mdx, forms.mdx, surveys.mdx, form-survey-builder.mdx, quizzes.mdx, chat-widget.mdx, blogs.mdx, wordpress.mdx, client-portal.mdx, stores.mdx, qr-codes.mdx, webinars.mdx, analytics-dashboard.mdx The KB has 14 sub-categories and 241 articles. Our coverage is reasonable at the category level. Missing articles within Sites: Funnels (14 KB articles — our funnels.mdx consolidates):

• “How to Add Google Analytics to Your Funnels and Websites”
• “How to Clone a Funnel”
• “Funnel Tracking Code”
• “URL Redirects within a Funnel”
• “How to Connect a Custom Domain to a Funnel”
• “How to Create a Funnel Template”

Websites (12 KB articles — our websites.mdx consolidates):

• “How to Use the Sitemap Feature in Websites”
• “How to Add a Membership Area to Your Website”
• “How to Set Up a Password-Protected Page”

Funnel/Website Builder (23 KB articles — our funnel-website-builder.mdx consolidates):

• “How to Create a One-Page Scroll Funnel”
• “How to Use the Countdown Timer in Funnels”
• “How to Add a Pop-Up to a Page”
• “How to Use Video Backgrounds”
• “How to Use Sections”
• “Working with Columns”
• “How to Use Custom CSS”
• “How to Use Custom Javascript”

Forms (14 KB articles — our forms.mdx consolidates):

• “How to Create an Event Registration Form”
• “How to Implement ActiveProspect Consent Tracking on Your Form”
• “Creating A Client Request Form”
• “How to Use Conditional Logic in Forms”
• “How to Use URL Parameters to Pre-fill Form Fields”
• “Form Submissions”
• “How to Add Custom Object Fields in Forms”
• “Button Element in Forms”

Form / Survey Builder (28 KB articles — our form-survey-builder.mdx consolidates):

• “How To Get a Survey or Form’s I-Frame Code?”
• “Line and Box Style in Form and Survey Builder”
• “How to Set Preferred Languages for Your Forms/Surveys”
• “How To Use Sticky Contact”
• “Signature Element”
• “Terms and Conditions Element”
• “File Upload Element”
• “How to Enable Email Notifications for Form/Survey Submissions”
• “Setting Up Auto Responders for Forms and Surveys”
• “Integrating Payment Into Forms”
• “Organize Your Forms & Surveys With Folders”
• “Products in Forms & Surveys”
• “Automatic Time Zone Capture on Forms and Surveys”
• “Opportunity Custom Fields in Forms & Surveys”
• “Version History in Forms/Surveys”
• “Date Fields in Forms/Surveys”
• “Email Verification in Forms & Surveys”
• “Score Element”
• “Address Element”
• “Manual Payments in Forms & Surveys”
• “Other Option in Forms & Surveys”
• “Rating Element”
• “Advanced Tab”
• “How to Clone Elements & Slides”
• “How to Set Up Recurring Donations in Forms & Surveys”
• “Text Element in Forms & Surveys”

Chat Widget (12 KB articles — our chat-widget.mdx consolidates):

• “How to Collect Visitor Details Before a Live Chat Starts”
• “How to Set Up and Use the Voice AI Chat Widget”
• “How to Create a Facebook Chat Widget”
• “How to Create an Instagram Chat Widget”

Blogs (17 KB articles — our blogs.mdx consolidates):

• “How to Update SEO for Blog Post”
• “How to Set Up an RSS Feed for Blogs”
• “How to Create Blog Post Outline With Content AI”
• “How To Add A Blog Post to Your Funnel/Website”
• “How to Use Blogs For Lead Generation”
• “Section Templates & Global Sections in Blogs”
• “How to Use Custom Values for Canonical Links”
• “How to Import Blogs from URL”
• “How to Create a Blog Site”
• “How to Add Hero or Featured Post in a Blog?”
• “How to Edit the Blog Post Style”
• “Blog Analytics”
• “How to Import Blogs from CSV”

WordPress (7 KB articles — our wordpress.mdx consolidates):

• “WordPress Logs”
• “Manual Backup & Restore for WordPress Hosting”
• “WordPress Hosting Management”
• “Website Templates for WordPress”
• “How to Troubleshoot a WordPress Site”

Client Portal (7 KB articles — our client-portal.mdx consolidates):

• “Client Portal Dashboard”
• “Client Portal vs Memberships”
• “Subscription Management in the Client Portal”
• “Client Portal Email Settings”
• “Setting Up The Branded Mobile App”
• “How to Add a Chat Widget to the Client Portal”

Webinars (4 KB articles — our webinars.mdx):

• “Webinar Registration and Settings”
• “How to Create an On-Demand Webinar Funnel”
• “How to Create a Live Webinar Funnel”

​

Memberships and Communities (55 KB articles → 6 MDX files)

We have: overview.mdx, memberships.mdx, communities.mdx, courses.mdx, certificates.mdx, gokollab-marketplace.mdx Missing articles within Memberships and Communities: Communities (30 KB articles — our communities.mdx consolidates):

• “Community Badges”
• “Client Portal Notifications”
• “Learning Tab (Courses)”
• “How to Manage Members Inside Groups”
• “Making Groups Private/Public in Communities”
• “Content Management in Communities”
• “Paid Groups”
• “Featured Posts (Pinned Posts)”
• “How to Invite Members to Your Group via Email”
• “How to Use Community Tagging Feature”
• “How to Set Up Membership Approval Questions”
• “How to Add A Free Course in Your Community”
• “Setting up Paid Courses in Communities”
• “Customize Your Community Theme”
• “How to Rearrange Channels in Communities”
• “Private Channels in Communities”
• “How to Use the Community Chat Feature”
• “How to Create Community Events”
• “How to Use the Announcement Channel in Communities”
• “How to Change the Preferred Language in Communities”
• “How to Pin Groups”
• “How to Transfer Ownership of a Community Group”
• “How to Import a Skool Community to Communities”
• “Newsletters for Communities”
• “Go Live in Communities”
• “Community Group Settings”
• “How to Disable Mandatory Profile Modal”
• “How to Show or Hide Tabs in Communities”

Courses (10 KB articles — our courses.mdx consolidates):

• “How to Create Quizzes in Your Course”
• “How to Drip Content in Your Courses”
• “Manage Your Course Comments”
• “Utilizing Magic Links for Courses”
• “Importing Courses from Kajabi”
• “How Do I Add and Remove Users from Courses”
• “How to Edit Closed Captions and Subtitles in Courses”
• “How to Export Assessment Results”
• “Courses Dashboard”

Memberships (7 KB articles — our memberships.mdx consolidates):

• “Membership Settings”
• “Membership Analytics”
• “Membership Offers”
• “Membership Products”
• “How to Change Passwords for Membership Users”
• “How to Send Custom Welcome Emails for Membership Login Credentials”

Certificates (5 KB articles — our certificates.mdx):

• “Setting the Expiry Date on Certificates”
• “How to Add a Category Completion Certificate”
• “How to Export Issued Certificate Data as a CSV”
• “Creating and Issuing Badges for Course Completion”

​

Reputation (21 KB articles → 14 MDX files)

We have: overview.mdx, reputation-tab-overview.mdx, reviews.mdx, review-widget-customization.mdx, review-qr-code.mdx, review-email-templates.mdx, reviews-ai-agent.mdx, gbp-optimization.mdx, add-reviews-manually.mdx, requests.mdx, reputation-settings.mdx, listings.mdx, video-testimonials.mdx, reputation-settings.mdx This is one of our better-covered sections. Missing:

• “How to Send Review Requests via WhatsApp” — not confirmed
• “How to Cancel Yext Listings” — not confirmed
• “Listings Analytics Dashboard” — not confirmed
• “How to Upload Business Logo & Gallery Media in Online Listings” — not confirmed
• “How to Add Service Areas & Hide Address in Listings” — not confirmed
• “Request Force Sync in Listings” — not confirmed
• “Duplicate Suppression Management in Listings” — not confirmed

​

Reporting (19 KB articles → 7 MDX files)

We have: overview.mdx, appointment-report.mdx, ads-reporting.mdx, call-reporting.mdx, agent-reporting.mdx, audit-reports.mdx, custom-reports.mdx Missing articles within Reporting: Attribution Report (2 KB articles):

• “Attribution Report - Overview” — not confirmed
• “Conversion Report” — not confirmed

Agent Reporting (8 KB articles — our agent-reporting.mdx consolidates):

• “Agent Conversions Reporting”
• “SMS Reporting”
• “Email Reporting”
• “Agent Leaderboard”
• “Agent Call Metrics”
• “Agent Efficiency”
• “Opportunities Reporting”

Audit Reports (2 KB articles — our audit-reports.mdx):

• “How to Generate a Local Marketing Audit” — not confirmed
• “How to Compare Reports” — not confirmed

Other missing:

• “Facebook Ads Reporting” — our ads-reporting.mdx covers both; confirm Google Ads Reporting
• “Google Ads Reporting” — confirm in ads-reporting.mdx

​

Mobile App (36 KB articles → 10 MDX files)

We have: overview.mdx, conversations.mdx, contacts.mdx, calendars-and-appointments.mdx, opportunities.mdx, payments-and-pos.mdx, phone-and-dialer.mdx, social-planner.mdx, media-and-files.mdx, getting-started.mdx Missing articles within Mobile App:

• “How to Use Business Card Scanner in the Mobile App” — not confirmed
• “Service Calendars in the Mobile App” — not confirmed
• “Edit Email Snippets in the Mobile App” — not confirmed
• “Create Products on the Mobile App” — not confirmed
• “Taxes & Discounts for Sales on the Mobile App” — not confirmed
• “View Invoices & Receipts on the Mobile App” — not confirmed
• “Record Payments for Invoices on the Mobile App” — not confirmed
• “Accepting Payments for Service Appointments in the Mobile App” — not confirmed
• “WhatsApp Voice Notes on the Mobile App” — not confirmed
• “Estimates on the Mobile App” — not confirmed
• “POS System for Mobile Payments on iPads & Tablets” — not confirmed
• “Documents & Contracts on the Mobile App” — not confirmed
• “How to Change Your Password and Enable 2FA on the Mobile App” — not confirmed
• “Estimate Direct Payments on the Mobile App” — not confirmed
• “How to Download Estimates on the Mobile App” — not confirmed
• “How to Receive In-Person Signatures on the Mobile App” — not confirmed
• “How to Manage Conversation AI on the Mobile App” — not confirmed
• “How to Schedule an Appointment on the Mobile App” — not confirmed
• “How to Perform an Inbound Call Transfer on the Mobile App” — not confirmed
• “Documents and Files in Contacts on the Mobile App” — not confirmed
• “How to Use Tap to Pay on the Mobile App” — not confirmed
• “How to View POS Transactions in the Mobile App” — not confirmed
• “Call Scripts in the Mobile App” — not confirmed
• “Automatic Taxes for Invoices on the Mobile App” — not confirmed
• “Local Presence Dialing on the Mobile App” — not confirmed
• “Recurring Appointments in Calendars on the Mobile App” — not confirmed
• “Multi-Location Incoming Calls on the Mobile App” — not confirmed
• “Services V2 on Mobile App” — not confirmed
• “Custom Call Dispositions on the Mobile App” — not confirmed

​

Settings (138 KB articles → 19 MDX files)

We have: overview.mdx, business-profile.mdx, my-profile.mdx, my-staff.mdx, email-services.mdx, phone-system.mdx, trust-center.mdx, custom-fields.mdx, custom-values.mdx, manage-scoring.mdx, domains-url-redirects.mdx, integrations.mdx, private-integrations.mdx, tags.mdx, audit-logs.mdx, objects.mdx, whatsapp.mdx, external-tracking.mdx, notifications.mdx Missing articles within Settings (138 total): Business Profile (7 KB articles — business-profile.mdx consolidates):

• “Steps to Change the Default Currency” — not confirmed
• “How to Validate SMS Phone Numbers” — not confirmed
• “Managing Alternate Timezone Settings” — not confirmed
• “Setting Up Branded Domains” — not confirmed
• “Email & SMS Compliance” — not confirmed
• “Duplicate Opportunity Management” — not confirmed

My Profile (4 KB articles — my-profile.mdx consolidates):

• “User Notifications” — may be in notifications.mdx
• “Gmail 2-way Sync” — not confirmed
• “How to Set Up Daily Summary Reminders” — not confirmed

My Staff (4 KB articles — my-staff.mdx consolidates):

• “Integrating Google Meet for Virtual Appointments” — not confirmed
• “How to Reset Your Password Through My Profile & My Staff” — not confirmed
• “Showing Only Assigned Data in Dashboards” — not confirmed

Email Services (18 KB articles — email-services.mdx consolidates):

• “Risk Assessment” — not confirmed
• “Achieving Compliance: Meeting Google and Yahoo’s Email Sender Requirements in 2024” — not confirmed
• “Connecting ‘Other’ SMTP Email Services” — not confirmed
• “Securing Email Links with SSL Certificates” — not confirmed
• “Connecting SendGrid to Email Services” — not confirmed
• “Setting Up a Default Header for Dedicated Email Domain” — not confirmed
• “Cloudflare MX Records” — not confirmed
• “SMTP Troubleshooting” — not confirmed
• “How to Turn On/Off Email Tracking” — not confirmed
• “How to Add Multiple Domains in Email Services” — not confirmed
• “How to Create SMTP Credentials” — not confirmed
• “Email Bounce Classification” — not confirmed
• “Google Postmaster Tool” — not confirmed
• “Microsoft SNDS Tool” — not confirmed
• “Fixed-Stage Email Domain Warmup” — not confirmed
• “Domain Configuration Overview” — not confirmed

Phone System (32 KB articles — phone-system.mdx consolidates):

• “Application-to-Person (A2P)” — covered in trust-center.mdx?
• “How to Set Up Automated Missed Call Text Back” — not confirmed
• “Business Insights Through Call Recording and Tracking Setup” — not confirmed
• “Call Tracking Setup” — not confirmed
• “Call Loops and How to Troubleshoot Them” — not confirmed
• “How to Enable Multiple Users to Receive Inbound Calls” — not confirmed
• “How to Perform a Warm Call Transfer” — not confirmed
• “How to Set Up and Use Verified Caller ID” — not confirmed
• “How to Purchase a Phone Number with Required Address and Bundles Verification” — not confirmed
• “Troubleshooting A2P Registration Failures” — not confirmed
• “Understanding and Configuring Call Routing” — not confirmed
• “Toll Free Numbers” — not confirmed
• “Managing and Deleting Twilio Numbers” — not confirmed
• “Messaging Analytics” — not confirmed
• “How to Enable Call Transcriptions” — not confirmed
• “Restriction History” — not confirmed
• “How to Configure Your Phone Number” — not confirmed
• “How to Set Up Auto Delete for Call Recordings” — not confirmed
• “How to Block Spam Calls & Identify Unknown Callers” — not confirmed
• “Messaging Ramp Progress Card” — not confirmed
• “How to Transfer an Incoming Call” — not confirmed
• “How to Appeal a Phone Suspension” — not confirmed
• “How to Create a Call Script” — not confirmed
• “Messaging Policies For Canadian 10DLC Numbers” — not confirmed
• “How to Set Up a VoIP Deskphone” — not confirmed
• “Identity Verification for Phone Number Purchases” — not confirmed
• “Voice Calls Settings” — not confirmed
• “Why doesn’t my Business Name Display after CNAM Registration?” — not confirmed
• “What You Need to Know About Texas Mini-TCPA Law” — not confirmed
• “How to Use Call Dispositions” — not confirmed

WhatsApp (12 KB articles — whatsapp.mdx consolidates):

• “WhatsApp Business Profile Management” — may be in whatsapp.mdx
• “Using WhatsApp Media Templates” — not confirmed (appears twice in KB — may be duplicate)
• “How to Create a WhatsApp Template” — not confirmed (appears twice in KB — may be duplicate)
• “WhatsApp Template Analytics” — not confirmed
• “Appointment Booking WhatsApp Flow” — not confirmed
• “How to Link your WhatsApp Business Account to a Facebook Page” — not confirmed
• “How to Convert WhatsApp Template to a Utility Template” — not confirmed
• “WhatsApp Messaging Limits & Message Links” — not confirmed
• “WhatsApp Coexistence” — not confirmed
• “How to Add a Countdown Timer in WhatsApp Templates” — not confirmed

Integrations (27 KB articles — integrations.mdx consolidates):

• “Setting Up Shopify Integration” — not confirmed
• “TikTok Ads Account Integration” — not confirmed
• “How to Integrate Google” — not confirmed
• “Microsoft Outlook” — not confirmed
• “Mapping Facebook Form Fields” — not confirmed
• “Google My Business” — not confirmed
• “How to Integrate Facebook Pixel with Your Tools” — not confirmed
• “LinkedIn Integration” — not confirmed
• “Facebook Integration and Lead Management” — not confirmed
• “Troubleshooting Facebook Lead Ads Integration” — not confirmed
• “Verifying Synchronization Between Google Calendar and CRM” — not confirmed
• “How to Connect Shippo Integration” — not confirmed
• “How to Connect WooCommerce for Stores” — not confirmed
• “How to Sync Products to your Facebook Shop” — not confirmed
• “Troubleshooting and Re-authenticating Across Multiple Facebook Pages” — not confirmed
• “How to Set Up ShipStation Integration” — not confirmed
• “How to Integrate Xero” — not confirmed
• “How to Connect Notion” — not confirmed
• “How to Connect Google Contacts” — not confirmed
• “How to Connect Airtable” — not confirmed
• “How to Connect ClickUp” — not confirmed
• “How to Integrate Printify for Stores” — not confirmed
• “Google Ads Integration” — not confirmed

Objects (8 KB articles — objects.mdx consolidates):

• “Audit Logs for Custom Objects” — not confirmed
• “How to Set Up Contact-to-Contact Association” — not confirmed
• “Company Settings” — not confirmed
• “How to Create a Smart List for Custom Objects” — not confirmed
• “How to Rename Standard Objects” — not confirmed
• “How to Set Up Custom Object & Opportunity Associations” — not confirmed

Domains & URL Redirects (11 KB articles — domains-url-redirects.mdx consolidates):

• “Setting Up Root Domains” — not confirmed
• “URL Redirects Overview” — not confirmed
• “Setting Up Sub-Domains” — not confirmed
• “Creating a Subdomain in NameCheap” — not confirmed
• “Set up a Customized 404 Error Page” — not confirmed
• “How to Add Mailgun Records to Namecheap” — not confirmed
• “XML Sitemaps” — not confirmed
• “How to Manage Domains” — not confirmed
• “How to Purchase a Domain” — not confirmed
• “How to Complete a Domain Transfer-In” — not confirmed
• “How to Transfer Out a Domain” — not confirmed

---

​

Missing categories (entire topics not covered)

​

Marketing > Brand Boards (8 articles) — MISSING ENTIRELY

No MDX file covers Brand Boards. This is a top-level Marketing feature in the KB. Required pages:

• marketing/brand-boards.mdx — covering creating brand boards, using them in emails, editing, brand voice, global settings

​

Marketing > Prospecting Tool (13 articles) — MISSING ENTIRELY

No MDX file covers the Prospecting Tool. This is a standalone KB section. Required pages:

• marketing/prospecting-tool.mdx — covering prospecting tool overview, generating marketing audit reports, customization, sharing, lead widgets, bulk prospecting

​

Calendars > Services V2 (6 articles) — MISSING ENTIRELY

No MDX file covers the Services V2 sub-category. Required pages:

• calendars/services-v2.mdx — covering Services Overview, Service Staff, Service Resources, Add-Ons, Managing Service Appointments, Services Global Settings

---

​

GIF analysis

Current state: 127 GIF files exist in images/, used across 20 MDX files (primarily in automation/, ai-agents/, contacts/, and opportunities/). GIF usage in docs vs KB: The KB uses GIFs/animated images in many articles (particularly for step-by-step walkthroughs). Our docs use GIFs in automation-related pages but not consistently across all sections. Sections without GIFs in our docs that likely need them based on KB content:

• calendar-settings.mdx — 30-article KB section with many step-by-step flows
• conversations/ — multiple step-by-step KB articles use animated examples
• marketing/social-planner.mdx — KB social planner articles extensively use animated demos
• payments/ — invoice/document creation flows in KB use GIFs
• settings/phone-system.mdx — call configuration steps use animated demos in KB
• sites/form-survey-builder.mdx — form builder flows use GIFs in KB
• memberships-and-communities/communities.mdx — community setup articles use GIFs

GIF images in our images/ folder NOT referenced in any MDX file: To be audited separately (127 GIFs exist but only 20 MDX files reference GIFs — many GIFs are likely orphaned).

---

​

Priority recommendations

​

P0 — Missing entirely (create new pages)

1. marketing/brand-boards.mdx — Brand Boards is a unique marketing feature (8 KB articles)
2. marketing/prospecting-tool.mdx — Prospecting Tool is a standalone tool (13 KB articles)
3. calendars/services-v2.mdx — Services V2 is a distinct calendar sub-system (6 KB articles)

​

P1 — High-impact gaps (expand existing pages or create sub-pages)

4. Mobile App: 10 MDX files cover only ~7 of 36 KB articles. Create individual feature pages or expand existing to cover: business card scanner, service calendars, snippets, products, taxes/discounts, invoices/receipts, payment recording, estimates, POS, documents/contracts, 2FA, call transfers, Tap to Pay, call scripts, call dispositions, recurring appointments, conversation AI management
5. Conversations: Add “How to Create Conversation SLA’s”, group SMS, bot status management, WhatsApp-specific workflows, payment requests in conversations
6. Calendars > Calendar Settings: Expand from one consolidated page to cover the 30 KB articles — at minimum add sections for: iCloud integration, Microsoft Teams, Calendly, One-Time Booking Links, Look Busy, consent checkbox, manual confirmation, double booking prevention, personal availability
7. Automation > Workflow Use Cases: The 53+ missing workflow how-to articles represent a significant gap. Consider a dedicated use-cases section or recipe-style pages for: Facebook lead automation, WhatsApp automation, SMS campaigns, appointment confirmation/reminder, abandoned cart, double opt-in, etc.

​

P2 — Medium-impact gaps (add content to existing pages)

8. Settings > Phone System: Expand to cover: missed call text back, call routing, warm transfers, verified caller ID, call transcriptions, spam blocking, VoIP deskphone, call scripts, Canadian 10DLC policies, Texas TCPA, call dispositions
9. Payments: Ensure invoices.mdx covers: ACH debit, auto-payment, late fees, invoice CSV import, manual payment recording, invoice layout customization, CC/BCC in invoices, schedule reminders
10. Marketing > Social Planner: Expand to cover: bulk scheduling, RSS URL scheduling, recurring posts, Instagram Reels/Stories, Facebook Reels, YouTube, Pinterest, post approval flow, hashtag groups, image editor, Bluesky/Threads connectivity, evergreen content buckets, category queue
11. Marketing > Email Campaigns: Add: A/B testing, RSS campaigns, batch scheduling, delivery options, Loom video integration, resending unopened, conversion metrics, pause/cancel, form element, workflow campaigns, segments

​

P3 — Lower-priority detail gaps

12. AI Agents > Voice AI: Add individual how-to sections for outbound calling, custom actions, appointment booking in Voice AI, testing agents
13. Sites > Forms/Surveys: Add individual element articles (Signature, Terms & Conditions, File Upload, Score, Address, Rating) and feature coverage (auto-responders, payment integration, folder organization, recurring donations)
14. Reputation > Listings: Add: cancel Yext, listings analytics, upload business media, service areas, force sync, duplicate suppression
15. Reporting > Attribution: Add Attribution Report overview and Conversion Report
16. Contacts: Add: restore deleted contacts, contact photo, cards on file, Company bulk action, WhatsApp bulk action, bulk email verification, multi-object tasks

---

​

Notes on approach

• Our docs use a consolidation model (one comprehensive MDX per topic area) vs the KB’s granular article model (one article per task). This means the total article count difference (~250 MDX files vs 1,393 KB articles) is expected, not purely a gap.
• Many KB articles are very short (1–3 paragraphs) for single operations our docs cover within a larger page.
• The true gaps are: (a) features with zero MDX coverage, (b) distinct operational workflows not reachable from existing pages, and (c) troubleshooting/edge-case content.