Creating a knowledge base article takes just a few steps. By the end you will have a published article visible to visitors in your widget and on your public help-center page.
1. Open your knowledge base
Go to Dashboard → Knowledge Base. You will see a list of your knowledge bases. Click the one you want to add an article to. If you have not created a knowledge base yet, click New Knowledge Base, give it a name, set the primary language, and save.
2. Navigate to a category
Articles always live inside a category. Click an existing category to open it, or create one by clicking New Category on the knowledge base overview page. You can nest categories up to four levels deep — see how to organize categories for details.
3. Create the article
Inside the category, click New Article. The article editor opens.
4. Fill in the basics
- Title — required. Shown as the article heading (
<h1>) in the widget and public portal. Keep it short and specific: "Reset your password", not "Password information". - Description — one or two sentences. Shown in search results and article preview cards. Think of it as the article's elevator pitch.
5. Write the body
The body editor is a rich-text editor — similar to a word processor. Use headings to break the article into sections, bullet lists for parallel items, and numbered lists for steps. See Use the rich-text editor for a full guide to formatting options.
6. Publish
When you are ready, toggle Published to on. The article is now:
- Visible to visitors in the widget Browse tab and public help-center portal.
- Indexed for the search function inside the widget.
- Added to Vex AI's knowledge — it can cite the article when answering visitor questions automatically.
You can unpublish at any time to take the article offline without deleting it.
Next up: learn how to format your article with headings, images, and tables.