Knowledge Base
The knowledge base is a collection of help articles that users access through the self-help widget. Use it to provide written documentation, how-to guides, and FAQ content directly inside your application.
Creating Articles
- Navigate to Content > Knowledge Base in the dashboard.
- Click Create New Article.
- Enter an article title and write the body content using the rich text editor.
- Add images, videos, and links as needed.
- Assign one or more tags to improve search discoverability.
- Place the article into a category (see below).
Articles support rich text formatting, embedded media, and code blocks.
Organizing with Categories
Categories group related articles for easier browsing in the self-help widget:
- Create categories from the Knowledge Base settings page.
- Build a hierarchy with parent and child categories for nested navigation.
- Assign a custom icon and short description to each category.
- Reorder categories by drag-and-drop to control their display sequence.
Users see categories as browsable sections in the self-help widget panel.
Article Statuses
Each article has a status controlling its visibility:
| Status | Description |
|---|---|
| DRAFT | Article is in progress. Not visible to end users. |
| PUBLISHED | Article is live and appears in the self-help widget and search results. |
| ARCHIVED | Article is removed from the widget but retained for historical reference. |
Linking to Flows and Tooltips
You can link knowledge base articles to related flows and tooltips. When a user reads an article, linked flows appear as actionable buttons (e.g., "Try this flow") so users can immediately apply what they learned.
Search Indexing
Published articles are automatically indexed for full-text search. The index includes the article title, body content, tags, and category name. When you update or unpublish an article, the search index is refreshed automatically. You can trigger a manual re-index from the Knowledge Base settings page if needed.