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Creating a knowledge base is essential to organizing and managing articles efficiently for internal or external users. By setting up a knowledge base, you can customize the appearance, organize articles by categories, and set up multi-lingual support.

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Topics covered:

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Steps to Set Up Knowledge Base

    • Navigate to Setup from the profile icon * Click on **Library ** Select Knowledge Base
  • If there is no knowledge base created, you will land on the knowledge base’s landing page.
  • If there’s an existing knowledge base, follow the steps to proceed further.

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Create Knowledge Base

  • Click on the “ Setup Knowledge Base ” button.
  • **Enter Details in the Knowledge Base Creation Wizard Knowledge Base Title: Enter a unique name for the knowledge base visible within the system and to external visitors. Brand: Select a brand associated with the knowledge base. The style, theme, and colors will be copied from the brand guide. Primary Language: Select the primary/default language for the knowledge base. Default: English. Favicon: Upload an optional favicon for the knowledge base. The favicon will be displayed when the knowledge base URL is shared. Internationalization: If you want to support multiple languages, enable internationalization and add the languages you plan to support. This will allow article translations in the selected languages.
    • Once you’ve entered the details, click the Next button to move to the next step.
  • **Organize Articles with Categories ** _ You can organize your articles using predefined categories like Getting Started, FAQs, Troubleshooting, General, and others. _ Categories are displayed in the selected primary language, and their translated labels will be automatically created for added languages.
    • Click on the Save button to create the knowledge base. On success, an alert message will appear: “**Your knowledge base is ready. Start adding your articles!
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  • The knowledge base will be created with a default layout and colors. You can customize it further in the knowledge base settings.
  • After the knowledge base is set up, click the “ Create Your First Article ” button to start adding articles.
Note: You need to manage Knowledge Base permissions to do this. If you don’t have it, the button will be disabled and show a message: “You don’t have permission to perform this action. Please contact your admin.” Learn more

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Adding a Second Knowledge Base

  • _From the Article Listing Screen _* Click on the Knowledge Base Title at the top and then select Add New Knowledge Base.
  • _From the Setup Screen _* Go to **Setup ** Click on **Library ** Select **Knowledge Base ** Click on the Knowledge Base Title dropdown and select Add New Knowledge Base.