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Help CenterServiceAuthoring & Verifying KB Articles

Authoring & Verifying KB Articles

Write, review, publish, and keep knowledge base articles trustworthy

The Knowledge Section

Your internal knowledge base, organized in a category tree.

The Knowledgesection of the Service hub is your team's internal knowledge base. A category tree on the left organizes articles into nested folders and collections; the main area lists articles with their status, category, owner, verification state, and health. Agents can pull articles into a ticket reply from the Inbox context panel, which makes the knowledge base a deflection engine, not just a wiki.

Your first article just works
You do not have to set up categories before you start. On a brand-new organization, creating your first article provisions a default Generalcategory automatically and files the article there, so “New article” succeeds on day one. Rename that category or add your own tree whenever you are ready — the category rail on the left lets you reorganize at any time.

The Block Editor

Write rich articles with a slash menu and reusable blocks.

Articles are written in a block editor. Type /to open the slash menu and insert a block — heading, list, code block, callout, divider, image, table, a reusable snippet, a merge variable, or a CRM block. Images are scanned for malware before they upload, and all content is sanitized when it is saved and again when it is rendered, so a pasted script can never run.

Authoring Aids

  • Snippets — Reusable content blocks you can drop into any article.
  • Variables — Merge fields that fill in product names, prices, or other shared values.
  • References — Link an article to a product, feature, automation, company, or quote so it stays connected to what it describes.
  • Autosave — Your work saves automatically after a brief pause in typing, with a clear “saving / saved” indicator. You will not lose a draft.

The Publishing Workflow

Articles move through a review workflow before they go live.

Every article has a workflow status. The status action control in the article's side panel shows only the legal next steps for the current status and your permissions, so the path is always clear:

Draft→Under review→Approved→Published
  • Draft — The article is being written. Visible only to authors and editors.
  • Under review — Submitted for a reviewer to check.
  • Needs revision — The reviewer sent it back with changes to make.
  • Approved — The reviewer signed off.
  • Published — Live and available to your team.
  • Archived — Retired from the main view. Can be restored later.
Only approved articles can be published
Publication is derived from the workflow status by a single internal writer, so an article can never be published while it is still in draft or needs revision. There is no way to flip the published flag around the review process — which is what keeps the public-facing surfaces trustworthy.

Revision History

Every saved version is kept.

Each save snapshots a revision. The revision history panel lets you see how an article evolved and roll back if needed. Revisions are append-only, so the record of who changed what is never lost.

The Verification Trust Layer

Mark articles as verified so readers know they can be trusted.

Published does not always mean current. The verification layer adds a second signal — whether a subject-matter expert has confirmed the article is still accurate.

1

Verify an article

A user with the KB verify permission marks an article as verified. The article shows a green Verified by {name} · {date} badge so readers know it has been checked.

2

Set a review interval

Choose how often the article should be re-checked. When the next-review date passes, the article is flagged as stale and the verified badge turns into an amber Needs verification warning.

3

Re-verify when prompted

Stale articles surface in the content-health dashboard with a “Verify now” action, so nothing quietly rots out of date. When an article is flagged stale, its owner also gets a notification — a quiet one in the bell, never a per-article email — and the article shows up in My Work so re-verifying it is a task you can clear, not an alert you have to remember.

The staleness flywheel
Verification is not only time-based. When the CRM data an article references changes — for example a product price — Service automatically flags the articles that reference it for review. The knowledge base keeps itself honest as your business changes.

The Content-Health Dashboard

See which articles need attention at a glance.

The content-health dashboard groups articles into buckets — stale, never updated, low-rated, zero-view, and flywheel-flagged — each with a live count and a quick action to fix it. Readers vote “Was this helpful?” on every article, and view counts and helpful votes feed these buckets so you can prune or improve what is not working.

Related Articles

Triaging Tickets in the Inbox— Insert KB articles into ticket repliesAI Autonomy Controls— Let the copilot draft articles from ticketsService Hub Overview— Tour the four Service sectionsProduct Categories— The catalog that drives staleness flagging
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