Setting up your Knowledge Base

Learn how to set up your Knowledge Base and publish your first article


The Knowledge Base is where your customers go to find answers for themselves. It's a documentation of valuable information for customers who are the "do-it-yourself" types. It also sits in for your customer support team during weekends and evenings when they aren't working. Having a good documentation site also serves as a great way for prospective customers to learn about your product and what it can do before they buy.

In this article, we'll talk about how to create a Knowledge Base in Eager, and how to publish your first article.

Creating a new Knowledge Base

To get started, first head to the Knowledge Base app by clicking on this icon:

Documentation site icon

If you don't have one set up, Eager will prompt you to create one:

Documentation site set up wizard

During the set up here, you have the option of choosing a colour that represents your brand. This will help you quickly customize your knowledge base without having to manually do it later.

Once you click Create Documentation Site, you will see a list of pre-populated articles:

Pre-populated articles

These articles are just placeholders, and you can delete them as you set up your site. They are only here so that you can see what your documentation site will look like once you have it fully set up.

Creating a new article

The first thing you want to try is to create a new knowledge base article. You can do this by clicking on the New article button right next to the collection you want the article to belong to.

Sometimes you may not know before where an article belongs. In this situation, you can click on the Article link on the left (as seen on desktops):

Articles link

You can then also create an article by clicking on the Create an article button as well:

Articles list

For full details on creating an article, please refer to our guide, Creating a new knowledge base article.

Organizing into collections

Articles can be organized into collections.

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