Carta

The first thing you’ll notice when visiting the Carta knowledge base is how incredibly well it has been integrated into the landscape of Carta’s online presence. Every pixel has been placed carefully to follow brand guidelines and make you feel like you’re on the company’s website. Crucially, none of this great design work has been done at the expense of functionality

Granular search picks up keywords and displays the results as entire guides and individual steps, so you can choose the kind of granularity you’re looking for in the results. Additionally, generative AI picks up queries framed as questions, automatically switching on to offer a conversational interface for the search. Each generative answer is linked to specific resources in the knowledge base. You can also navigate content from the homepage, using the multi-level categories organized around different customer types.

Carta’s product manages financial instruments, which requires reliable and detailed documentation that’s accessible for people who don’t often deal with stock grants, equity options and vesting cliffs. The support content they provide is exemplary, including the use of video to let customers learn in the format they prefer. Longer and more complex guides are also broken down into branching steps, speeding up navigation and reducing cognitive effort from the visitors.

Carta’s help center isn’t just a leader in the category of financial services and SaaS; it’s a global benchmark for knowledge base quality.

Carta uses a Stonly knowledge base.