Creating Knowledge Base Articles

Build a self-service help center for your customers.

Accessing the Knowledge Base

Click Knowledge Base in the left sidebar to manage your articles.

Creating an Article

• Click New Article in the top right
• Enter your article title
• Write your content using the rich text editor
• Select a category for the article
• Click Save

Using the Editor

The editor supports rich formatting:

• Bold and italic text
• Headings (H1, H2, H3)
• Bullet and numbered lists
• Links and images
• Code blocks
• Tables

Organizing with Categories

Categories help customers find articles:

• Go to Settings > Knowledge Base
• Click Manage Categories
• Create categories like "Getting Started", "Billing", "FAQs"
• Drag to reorder categories

Publishing Articles

Articles have two states:

• Draft: Not visible to customers
• Published: Live on your help center

To publish:

• Open the article
• Click Publish in the top right

Article Best Practices

• Use clear, descriptive titles
• Start with the most important information
• Include step-by-step instructions
• Add screenshots for complex procedures
• Keep paragraphs short and scannable
• Link to related articles