Support AI Skill
Community Forum Support
Enable peer-to-peer customer support through moderated community forums, including gamification, expert identification, question routing, and content promotion to knowledge base. Use when launching a support community, designing forum moderation workflows,...
Community Forum & Peer Support
Enable customers to help each other through moderated community forums.
Workflow
Community Forum Setup
Trigger: New community launch; quarterly content review; forum optimization:
- Platform selection: Choose forum platform (Discourse, Vanilla Forums, Circle, or custom); configure branding, categories, permissions; set up SSO integration with product accounts.
- Category structure design: Define forum categories aligned with product areas and support types (Getting Started, Technical Help, Feature Requests, Announcements, Best Practices); create sub-categories as needed.
- Moderation framework: Define community guidelines; set up auto-moderation (spam filter, profanity filter); configure approval workflow for new users; establish moderator team (support agents + community managers).
- Gamification design: Create point/badge system (Badges: Helpful Answer, Expert, New Contributor, Top 10%); define leaderboard criteria; set up recognition program (monthly featured member, annual awards).
- Expert onboarding: Identify power users (high usage, engaged customers); invite to community with "Founding Member" badge; provide expert training (how to write helpful answers, community etiquette).
- Seed content: Pre-populate with 20–30 high-quality articles from knowledge base; pin important announcements; create "Welcome" and "How to use this forum" sticky posts.
- Launch: Soft launch to engaged customer segment (10–20%); monitor activity, content quality, sentiment; iterate on categories and guidelines; full launch to all users.
- Continuous moderation: Daily spam review; weekly quality audit; monthly content promotion (community answers → knowledge base); quarterly expert recognition.
Forum Category Structure
FORUM CATEGORY STRUCTURE — TEMPLATE
======================================
Category 1: Getting Started
- Welcome & Introductions
- Setup & Installation
- First Steps Guide
- FAQ: Getting Started
Category 2: Technical Help
- General Questions
- API & Integrations
- Troubleshooting
- Feature-Specific Help (sub-category per major feature)
- Mobile App Issues
Category 3: Product Feedback
- Feature Requests (with voting)
- Bug Reports
- Usability Feedback
- Enhancement Ideas
Category 4: Best Practices & Tips
- User Tips & Tricks
- Use Case Sharing
- Industry-Specific Solutions
- Integration Examples
Category 5: Announcements
- Product Updates
- Maintenance Notices
- Company News
- Event Announcements
Category 6: Off-Topic
- General Discussion
- Events & Meetups
- Introductions
Category Rules:
- Max 8 top-level categories (cognitive overload above 8)
- Sub-categories only when 50+ threads exist in parent
- Quarterly review of category usage (merge/retire low-activity categories)
Gamification & Recognition
COMMUNITY GAMIFICATION — POINT SYSTEM
=======================================
Points Earned:
Post a question: 5 points
Answer a question: 10 points
Answer marked as "Best": 25 points
Answer gets 5+ upvotes: 15 points
Share a tip/best practice: 20 points
Report spam (verified): 2 points
Complete profile: 10 points (one-time)
Login streak (7 days): 5 points (weekly)
Badges:
🌟 New Contributor: First post
💬 Active Member: 10 posts
🏆 Helpful Expert: 50 "Best Answer" marks
🔥 Hot Streak: 5 answers in one week
📚 Knowledge Sharer: 100 posts total
🎯 Top 10%: Top 10% by points (monthly)
🛡️ Community Guardian: 20 spam reports
👑 Hall of Fame: 1,000+ points (lifetime)
Leaderboards:
Weekly Top 10 (reset every Monday)
Monthly Top 10 (reset 1st of month)
All-Time Top 50 (permanent)
Category-specific leaders
Anti-Gaming Rules:
Self-upvoting blocked
Max 10 points per day from answering (encourages quality over quantity)
Points from spam/violation posts revoked
Minimum 24 hours between posting and self-answering
Moderator can revoke points/badges for guideline violations
Recognition Program:
Monthly: "Community Champion" email to Top 10 members + newsletter feature
Quarterly: Webinar invitation for Top 20 members
Annual: "Community Awards" ceremony (virtual or at customer conference)
Perks: Early access to features, direct Slack access to product team, swag
Edge Cases
- Spam and abuse management (bots, promotional content, inappropriate posts):
- Auto-moderation: Akismet integration for spam detection; keyword filters for promotional language
- Human review: New user posts held for approval (first 3 posts); flagged content reviewed within 4 hours
- Ban policy: First offense → warning; second → 7-day suspension; third → permanent ban
- Volume: Expect 5–15% of new posts to be spam in first 6 months; decreases to < 2% with mature moderation
- Legal: DMCA takedown process documented; harassment policy enforced
- Expert burnout (power users stop contributing after initial enthusiasm):
- Detection: Track expert activity monthly; flag if expert drops from weekly to monthly posting
- Prevention: Recognition (badges, leaderboards, personal thank-you from community manager)
- Re-engagement: Personal outreach from community manager; exclusive content requests ("We need your expertise on X")
- Sustainability: Rotate recognition (not always same users); grow new experts to share load
- Metrics: Target expert retention rate > 70% year-over-year
- Misinformation (community members provide wrong or outdated answers):
- Prevention: "Verified Answer" badge (applied by support agents); outdated answer warnings
- Detection: AI flag for answers that contradict knowledge base; community flagging system
- Response: Agent reviews flagged answers within 24 hours; correct or remove; notify original poster
- Trust: Show answer recency; "This answer is from 2023 — verify it's still accurate" for old answers
- Quality: Require minimum 50 points before answer can be marked "Best" (builds expertise threshold)
- Low engagement (forum launched but few users participate):
- Diagnosis: Survey non-participants ("Why haven't you used the community?"); analyze barriers (discovery, trust, effort)
- Strategies: Embed community search in help center; promote "answered in community" in email responses; incentivize first post
- Seed: Support agents post 10–20 answers/week initially to build content library
- Promotion: Email campaigns ("Top community answers this week"); in-app prompts ("Someone answered this question!"); newsletter features
- Target: 20% of customers actively participating within 6 months
- Product team integration (community feature requests need to reach product roadmap):
- Process: Weekly review of feature request category by product manager; vote count + quality assessment
- Communication: Product team responds to top requests ("Planned for Q2", "Under consideration", "Not planned")
- Transparency: Public status labels on feature requests (Planned / In Progress / Released / Declined)
- Integration: Feature requests sync to Jira/Aha! for product team workflow
- Feedback loop: When feature released, post announcement in community + notify requestors
Integration Points
- Forum platforms: Discourse, Vanilla Forums, Circle.so, Disqus — forum hosting, moderation tools
- SSO systems: Auth0, Okta, custom SSO — single sign-on with product accounts
- Help desk: Zendesk, Freshdesk — ticket-to-forum linking; community answers in ticket responses
- CRM: Salesforce, HubSpot — customer identity, account tier, engagement scoring
- Analytics: Google Analytics, Mixpanel — forum usage, engagement metrics, funnel tracking
- Knowledge base: Zendesk Guide, Confluence — promote community answers to KB; link KB to forum discussions
- Email: SendGrid, Mailgun — email notifications, digests, welcome sequences
- Social media: Twitter/X, LinkedIn — cross-post top community content
- Gamification: Badgeville, Bunchball, custom — points, badges, leaderboards
- Content moderation: Akismet, reCAPTCHA, custom ML — spam detection, abuse prevention