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Everything you need to know about using Laureo

Help Center

Overview
Help CenterKnowledge BaseCreating & Managing Articles

Creating & Managing Articles

Create, edit, and publish knowledge base articles

Authoring lives in Service → Knowledge
Knowledge base articles are created and edited in the Servicehub's Knowledge section. This page covers the article fields and lifecycle; for the block editor, the slash menu, and the verification layer, see Authoring & Verifying KB Articles.

Article Fields

Fields available when creating or editing a knowledge base article.

FieldDescriptionTypeDefault
Title*The headline of the article. Displayed on the article card and at the top of the full article view.text—
CategoryThe category the article belongs to. Select from existing categories or create a new one.select—
ContentThe main body of the article. Supports Markdown formatting for rich content.textarea—
StatusThe workflow state of the article: Draft, Under review, Needs revision, Approved, Published, or Archived.selectDraft
TagsKeywords or labels to help with search and organization. You can add multiple tags per article.text—

Markdown Editor

Write rich content using Markdown syntax.

The article content editor supports Markdown formatting, allowing you to create well-structured articles with rich content. The following formatting options are available:

Supported Formatting

  • Headers — Use # for H1, ## for H2, ### for H3 to create a clear hierarchy.
  • Bold — Wrap text in **double asterisks** to make it bold.
  • Italic — Wrap text in *single asterisks* to italicize it.
  • Code — Use backticks for `inline code` or triple backticks for code blocks.
  • Lists — Use - or * for unordered lists, and 1. 2. 3. for ordered lists.
  • Links — Use [link text](URL) to create clickable links.

Publishing Workflow

Move articles through the publication lifecycle.

Articles follow a structured workflow from creation to publication:

Draft→Under review→Approved→Published
  • Draft — The article is being written and is only visible to its author and editors.
  • Under review — The article is complete and submitted for a reviewer to check.
  • Needs revision — The reviewer sent it back with changes to make.
  • Approved — The reviewer signed off; the article is ready to publish.
  • Published — The article is live and visible to all team members. Only an approved article can be published.
  • Archived — The article has been retired and is hidden from the main view. It can be restored at any time.
Use Under review for quality control
Submit articles for review before publishing so team leads or subject-matter experts can check accuracy. Beyond the review workflow, the Knowledge section adds a separate verification layer that keeps published articles trustworthy over time — see Authoring & Verifying KB Articles.

Engagement Metrics

Track how your articles are being used.

Each published article tracks engagement metrics to help you understand what content is most valuable to your team:

  • View Count — The total number of times the article has been opened.
  • Helpful / Not Helpful Votes — Readers can vote on whether an article was useful. Use this feedback to identify articles that need improvement or expansion.

Category Management

Organize articles into categories for easy navigation.

Categories provide the primary organizational structure for your knowledge base. You can create, rename, and delete categories from the category sidebar. When you delete a category, articles within it are moved to an “Uncategorized” state rather than being deleted.

Search

Find articles quickly by title or content.

The search bar at the top of the Knowledge Base page searches across article titles and content. Results update in real time as you type. You can combine search with category filtering to narrow results further.

Related Articles

Authoring & Verifying KB Articles— The block editor, review workflow, and verification trust layerKnowledge Base Overview— Navigate and browse the knowledge baseFeedback & CSAT Programs— Run CSAT, NPS, and CES surveys
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