Write your first article
Help articles give customers an answer before they write to you. They appear in the widget’s Help tab, where customers can search them.
Create an article
- Open Help center.
- Select New article.
- Enter a title in Article title.
- Write the text under Body in Markdown. The formatting bar adds headings, bold, lists and links for you.
- Pick a collection under Article settings, or leave it as No collection.
- Check the Preview tab to see how it will look.
Publish
New articles start as drafts, which only your team can see. Select Publish when it is ready. Publishing needs a title and some text. Later you can switch an article back to draft to take it off the widget, and publish it again when it is fixed.
Once published, the editor shows Found helpful and Rated helpful figures. See article ratings.
Edit and delete
Select an article in the list to edit it. Changes to a published article go live when you select Update published article. Use Delete article to remove it for good.
View as Markdown
View as Markdown shows the article’s Markdown, which is handy for pasting into other tools.
Who can write
Owners and admins can write and publish. Agents can write drafts for an admin to publish. See team roles.
Writing tips
- Start with the customer’s question, in their words, as the title.
- Give the answer in the first sentence or two, then the steps.
- Use short numbered steps for tasks.
- Link to related articles.