Knowledge Base
Find answers, guides, and helpful articles all in one place
Getting Started
Step-by-step instructions to start using the Knowledge Base with ease
DeskDay knowledge base
What is the Knowledge Base and how it’s organized
How to access and navigate the knowledge base
Understanding global KB and customer folders
Folders & Structure
Organize your knowledge base with folders and subfolders to keep articles easy to find and well structured.
How to move, rename, or delete folders
How to create folders and subfolders
How folder permissions work for global and customer folders
Articles
Create and manage articles to document solutions, guides, and important information in one central place.
How to create a new article
Importing articles into the knowledge base
How to edit an article
How drafts and published versions work
How to restore an older published version
How to delete or un-publish an article
Editor & Content Tools
Use a rich editor with formatting and content tools to create clear, professional, and easy-to-read articles.
Using the article editor and slash commands
Formatting text using the selection toolbar
Collaboration & Productivity
Seamless collaboration through shared drafts.
Collaborative Editing: Working with Others
Auto-save and version history explained
Starred items and recently viewed articles
Using KB in Tickets & Sharing
Access and link articles within tickets, create articles from chats, and share knowledge base content effortlessly.
Converting ticket chats into knowledge base articles
Accessing knowledge base articles inside tickets
Customer-specific articles in tickets
How Helena suggests knowledge base articles
Sharing published knowledge base articles
