Creating Articles

Create and manage a comprehensive knowledge base to support self-service and improve customer experience.

Follow these steps to develop informative knowledge base articles:

Steps for Creating Articles

• Article Creation: Begin by drafting a new article.
• Navigate: Go to Knowledgebase > + New Article.
• Enter Title & Content: Provide a clear title and detailed content.
• Use Rich Text Editor: Format your text for better readability.
• Add Media: Insert images, videos, and attachments to enhance content.
• Set Visibility: Choose who can view the article (public, internal, or specific clients).
• Assign Categories & Tags: Organize articles for easier navigation.

Using Article Templates

• Create Templates: Build templates for frequently used article types.
• Maintain Consistency: Ensure uniform structure and formatting across articles.
• Use Placeholders: Add placeholders for variable information.
• Save Time: Speed up article creation by reusing templates.

Review & Approval Process

• Submit for Review: Send the article for review before publishing.
• Review & Edit: Reviewers can suggest improvements or corrections.
• Approve or Reject: Decide whether the article should be published.
• Track Versions: Maintain a history of article versions and changes.