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How to Create and Manage Knowledge Base Articles

Last updated: 2026-04-09
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Creating Knowledge Base Articles


A well-maintained knowledge base reduces ticket volume and helps customers find answers quickly.


Creating an Article

  • Go to Knowledge Base > Articles
  • Click "New Article"
  • Enter the title (make it action-oriented, e.g., "How to Reset Your Password")
  • Select a category
  • Write the content using the rich text editor
  • Add search tags (3-5 keywords)
  • 7. Choose visibility: Public (customers can see) or Internal (agents only)

    8. Click "Publish" or "Save as Draft"


    Rich Text Editor

    The editor supports:

  • Headings (H1-H6)
  • Bold, italic, underline
  • Ordered and unordered lists
  • Code blocks with syntax highlighting
  • Images and video embeds
  • Tables
  • Links

  • Article Versioning

    Every change is tracked. View edit history and revert to previous versions under Article > History.


    SEO Optimization

  • Set a custom URL slug
  • Write a meta description
  • Add structured data (automatically generated)
  • Articles are indexed for search engines

  • Analytics

    Track article performance under Knowledge Base > Analytics:

  • View count
  • Helpful/not helpful votes
  • Search queries leading to the article
  • Time on page