Help Center
DocsKnowledge Base Overview
Manage your organization's internal knowledge base
What Is the Knowledge Base?
An internal article management system for your organization.
The Knowledge Base feature allows your team to create, organize, and publish articles for internal use within your organization. Use it to document processes, product information, FAQs, troubleshooting guides, and any other reference material your team needs.
Knowledge Base vs. Help Center
The Knowledge Base is for yourorganization's articles — content that you and your team create and manage. The Help Center (this documentation you are reading now) is the CRM's built-in documentation about how to use the CRM itself. They are separate features.
The Knowledge Base page is divided into two main areas:
Page Layout
- Category Sidebar— A vertical list of all article categories on the left side. Click a category to filter the article grid to only show articles in that category. An “All” option shows every article regardless of category.
- Article Grid— The main content area displays articles as cards in a grid layout. Each card shows a preview of the article with key metadata.
- Search Bar— Located at the top of the page, the search bar lets you find articles by title or content. Results update in real time as you type.
Article Cards
Each article is displayed as a card with key information.
Card Information
- Title — The article title, displayed prominently at the top of the card.
- Excerpt — A short preview of the article content, truncated to fit the card.
- Category — The category the article belongs to, shown as a label.
- Status — Whether the article is in Draft, Review, Published, or Archived state.
- Date — When the article was last updated.
Click on any article card to open the full article view where you can read the complete content, edit the article, or manage its status.
Organize with categories
Create meaningful categories to keep your knowledge base well-organized. Common categories include “Getting Started,” “Product Guides,” “Troubleshooting,” and “Internal Processes.” Articles can only belong to one category at a time.