Articles

Articles are knowledge base content for documenting processes, FAQs, guides, and more.

Article Statuses

Status Meaning
Draft Work in progress, not visible
Published Live and accessible
Archived No longer current, hidden

Creating an Article

  1. Go to Customer Relations → Articles
  2. Click New Article
  3. Fill in the details:
    • Title — Article title (required)
    • Content — Full article content (required)
    • Category — Article category (see Categories)
    • Status — Draft, Published, or Archived
    • Featured Image — Optional header image
    • Published At — When to publish (for scheduling)

Tags

Add tags to help users find related content (see Tags).

Rich Editor

The content editor supports:

  • Headings (H1-H6)
  • Bold, italic, underline, strikethrough
  • Lists (bullet and numbered)
  • Links and images
  • Tables
  • Code blocks
  • Blockquotes
  • Custom blocks
  • Fullscreen editing mode

Article URL

Each article gets an auto-generated URL slug based on the title.

Engagement Tracking

Articles automatically track:

  • Views — How many times it's been read
  • Likes — User appreciation
  • Bookmarks — Users saving for later

Comments

Enable comments for user feedback and questions.

Editing an Article

  1. Click on any article
  2. Click Edit to modify
  3. Save your changes

Deleting an Article

Articles are soft-deleted (moved to Trash). You can restore them later.

Export

Download articles as CSV for backup.