How to Set Up Your Help Center


How to Create Articles for Your Help Center


How to Customize Your Help Center


How to Add a Field to Your Help Center Contact Form


How to Use Your Help Center to Retain Customers?


How to Create Articles for Your Help Center

In this tutorial, we show you how to create categories and articles for your help center, so you can manage your knowledge base articles, FAQs, step-by-step guides, tutorials and more.

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01 Create Your Categories

Start organizing your content by categories so it will be easier for your customers to find what they’re looking for. Hover over the Articles on the left menu and select Categories.

You’ll find three pre-made categories that you can use, or create your own:

  1. Click Add New Category

  2. Enter the name you want and click Create

  3. Add Subcategories or start creating your first article

02 Write Your First Article

Click Create Article and type in your article’s title & text. You have a rich content editor that lets you bold or italicize as well as add links, bullets, steps and images.


You can also format your article:

  1. Hover over your text for more formatting options

  2. Plus icon will appear

  3. Add text, a subtitle, note, dividing line, image, video and GIF

  4. Click More to add a table, collapsible article, code and more

03 Categorize Your Articles

From the top left of your article you’ll see the category. Click on the arrow to change it.


Then choose the article type:


  1. Article is typically used for tutorials or guides

  2. Feature Request is great for collecting feedback or votes

  3. Known Issue is great for notifying users about bugs

04 Manage Your Articles

In the footer you can add translations, labels, notes, relevant articles, and assign tasks to an agent.

  1. Save or Publish your article: On the top right, click Save or Publish to make your article live. You can also turn on Notify followers.

  2. View your article: To see how your article looks in your help center, click the three dots and select View live.

  3. Check article stats: Click Info on the top right to see important stats like views, followers, related tickets and helpful or unhelpful.

  4. Search articles: When you want to find an article you’ve previously written, click on Articles on the left. There you can search articles or use advanced filtering to search by task, handled by, article type and more.

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