- /kb-article
- If you see unfamiliar placeholders or need to check which tools are connected, see
- CONNECTORS.md
- .
- Draft a publish-ready knowledge base article from a resolved support issue, common question, or documented workaround. Structures the content for searchability and self-service.
- Usage
- /kb-article
- Examples:
- /kb-article How to configure SSO with Okta — resolved this for 3 customers last month
- /kb-article Ticket #4521 — customer couldn't export data over 10k rows
- /kb-article Common question: how to set up webhook notifications
- /kb-article Known issue: dashboard charts not loading on Safari 16
- Workflow
- 1. Understand the Source Material
- Parse the input to identify:
- What was the problem?
- The original issue, question, or error
- What was the solution?
- The resolution, workaround, or answer
- Who does this affect?
- User type, plan level, or configuration
- How common is this?
- One-off or recurring issue
- What article type fits best?
- How-to, troubleshooting, FAQ, known issue, or reference (see article types below)
- If a ticket reference is provided, look up the full context:
- ~~support platform
-
- Pull the ticket thread, resolution, and any internal notes
- ~~knowledge base
-
- Check if a similar article already exists (update vs. create new)
- ~~project tracker
- Check if there's a related bug or feature request 2. Draft the Article Using the article structure, formatting standards, and searchability best practices below: Follow the template for the chosen article type (how-to, troubleshooting, FAQ, known issue, or reference) Apply the searchability best practices: customer-language title, plain-language opening sentence, exact error messages, common synonyms Keep it scannable: headers, numbered steps, short paragraphs 3. Generate the Article Present the draft with metadata:
KB Article Draft
Title: [Article title] Type: [How-to / Troubleshooting / FAQ / Known Issue / Reference] Category: [Product area or topic] Tags: [Searchable tags] Audience: [All users / Admins / Developers / Specific plan]
[Full article content — using the appropriate template below]
Publishing Notes
- Source: [Ticket #, customer conversation, or internal discussion]
- Existing articles to update: [If this overlaps with existing content]
- Review needed from: [SME or team if technical accuracy needs verification]
- Suggested review date: [When to revisit for accuracy]
-
- Offer Next Steps
- After generating the article:
- "Want me to check if a similar article already exists in your ~~knowledge base?"
- "Should I adjust the technical depth for a different audience?"
- "Want me to draft a companion article (e.g., a how-to to go with this troubleshooting guide)?"
- "Should I create an internal-only version with additional technical detail?"
- Article Structure and Formatting Standards
- Universal Article Elements
- Every KB article should include:
- Title
-
- Clear, searchable, describes the outcome or problem (not internal jargon)
- Overview
-
- 1-2 sentences explaining what this article covers and who it's for
- Body
-
- Structured content appropriate to the article type
- Related articles
-
- Links to relevant companion content
- Metadata
-
- Category, tags, audience, last updated date
- Formatting Rules
- Use headers (H2, H3)
- to break content into scannable sections
- Use numbered lists
- for sequential steps
- Use bullet lists
- for non-sequential items
- Use bold
- for UI element names, key terms, and emphasis
- Use code blocks
- for commands, API calls, error messages, and configuration values
- Use tables
- for comparisons, options, or reference data
- Use callouts/notes
- for warnings, tips, and important caveats
- Keep paragraphs short
- — 2-4 sentences max
- One idea per section
- — if a section covers two topics, split it
- Writing for Searchability
- Articles are useless if customers can't find them. Optimize every article for search:
- Title Best Practices
- Good Title
- Bad Title
- Why
- "How to configure SSO with Okta"
- "SSO Setup"
- Specific, includes the tool name customers search for
- "Fix: Dashboard shows blank page"
- "Dashboard Issue"
- Includes the symptom customers experience
- "API rate limits and quotas"
- "API Information"
- Includes the specific terms customers search for
- "Error: 'Connection refused' when importing data"
- "Import Problems"
- Includes the exact error message
- Keyword Optimization
- Include exact error messages
- — customers copy-paste error text into search
- Use customer language
- , not internal terminology — "can't log in" not "authentication failure"
- Include common synonyms
- — "delete/remove", "dashboard/home page", "export/download"
- Add alternate phrasings
- — address the same issue from different angles in the overview
- Tag with product areas
- — make sure category and tags match how customers think about the product
- Opening Sentence Formula
- Start every article with a sentence that restates the problem or task in plain language:
- How-to
-
- "This guide shows you how to [accomplish X]."
- Troubleshooting
-
- "If you're seeing [symptom], this article explains how to fix it."
- FAQ
-
- "[Question in the customer's words]? Here's the answer."
- Known issue
-
- "Some users are experiencing [symptom]. Here's what we know and how to work around it."
- Article Type Templates
- How-to Articles
- Purpose
- Step-by-step instructions for accomplishing a task. Structure :
How to [accomplish task]
[Overview — what this guide covers and when you'd use it]
Prerequisites
- [What's needed before starting]
Steps
1. [Action]
[Instruction with specific details]
2. [Action]
[Instruction]
Verify It Worked
[How to confirm success]
Common Issues
Related Articles
-
- [Links]
- Best practices
- :
- Start each step with a verb
- Include the specific path: "Go to Settings > Integrations > API Keys"
- Mention what the user should see after each step ("You should see a green confirmation banner")
- Test the steps yourself or verify with a recent ticket resolution
- Troubleshooting Articles
- Purpose
- Diagnose and resolve a specific problem. Structure :
[Problem description — what the user sees]
Symptoms
- [What the user observes]
Cause
[Why this happens — brief, non-jargon explanation]
Solution
Option 1: [Primary fix]
[Steps]
Option 2: [Alternative if Option 1 doesn't work]
[Steps]
Prevention
[How to avoid this in the future]
Still Having Issues?
- [How to get help]
- Best practices
- :
- Lead with symptoms, not causes — customers search for what they see
- Provide multiple solutions when possible (most likely fix first)
- Include a "Still having issues?" section that points to support
- If the root cause is complex, keep the customer-facing explanation simple
- FAQ Articles
- Purpose
- Quick answer to a common question. Structure :
[Question — in the customer's words]
[Direct answer — 1-3 sentences]
Details
[Additional context, nuance, or explanation if needed]
Related Questions
- [Link to related FAQ]
-
- [Link to related FAQ]
- Best practices
- :
- Answer the question in the first sentence
- Keep it concise — if the answer needs a walkthrough, it's a how-to, not an FAQ
- Group related FAQs and link between them
- Known Issue Articles
- Purpose
- Document a known bug or limitation with a workaround. Structure :
[Known Issue]: [Brief description]
Status: [Investigating / Workaround Available / Fix In Progress / Resolved] Affected: [Who/what is affected] Last updated: [Date]
Symptoms
[What users experience]
Workaround
[Steps to work around the issue, or "No workaround available"]
Fix Timeline
[Expected fix date or current status]
Updates
-
- [Date]: [Update]
- Best practices
- :
- Keep the status current — nothing erodes trust faster than a stale known issue article
- Update the article when the fix ships and mark as resolved
- If resolved, keep the article live for 30 days for customers still searching the old symptoms
- Review and Maintenance Cadence
- Knowledge bases decay without maintenance. Follow this schedule:
- Activity
- Frequency
- Who
- New article review
- Before publishing
- Peer review + SME for technical content
- Accuracy audit
- Quarterly
- Support team reviews top-traffic articles
- Stale content check
- Monthly
- Flag articles not updated in 6+ months
- Known issue updates
- Weekly
- Update status on all open known issues
- Analytics review
- Monthly
- Check which articles have low helpfulness ratings or high bounce rates
- Gap analysis
- Quarterly
- Identify top ticket topics without KB articles
- Article Lifecycle
- Draft
-
- Written, needs review
- Published
-
- Live and available to customers
- Needs update
-
- Flagged for revision (product change, feedback, or age)
- Archived
-
- No longer relevant but preserved for reference
- Retired
-
- Removed from the knowledge base
- When to Update vs. Create New
- Update existing
- when:
- The product changed and steps need refreshing
- The article is mostly right but missing a detail
- Feedback indicates customers are confused by a specific section
- A better workaround or solution was found
- Create new
- when:
- A new feature or product area needs documentation
- A resolved ticket reveals a gap — no article exists for this topic
- The existing article covers too many topics and should be split
- A different audience needs the same information explained differently
- Linking and Categorization Taxonomy
- Category Structure
- Organize articles into a hierarchy that matches how customers think:
- Getting Started
- ├── Account setup
- ├── First-time configuration
- └── Quick start guides
- Features & How-tos
- ├── [Feature area 1]
- ├── [Feature area 2]
- └── [Feature area 3]
- Integrations
- ├── [Integration 1]
- ├── [Integration 2]
- └── API reference
- Troubleshooting
- ├── Common errors
- ├── Performance issues
- └── Known issues
- Billing & Account
- ├── Plans and pricing
- ├── Billing questions
- └── Account management
- Linking Best Practices
- Link from troubleshooting to how-to
-
- "For setup instructions, see [How to configure X]"
- Link from how-to to troubleshooting
-
- "If you encounter errors, see [Troubleshooting X]"
- Link from FAQ to detailed articles
-
- "For a full walkthrough, see [Guide to X]"
- Link from known issues to workarounds
- Keep the chain from problem to solution short Use relative links within the KB — they survive restructuring better than absolute URLs Avoid circular links — if A links to B, B shouldn't link back to A unless both are genuinely useful entry points KB Writing Best Practices Write for the customer who is frustrated and searching for an answer — be clear, direct, and helpful Every article should be findable through search using the words a customer would type Test your articles — follow the steps yourself or have someone unfamiliar with the topic follow them Keep articles focused — one problem, one solution. Split if an article is growing too long Maintain aggressively — a wrong article is worse than no article Track what's missing — every ticket that could have been a KB article is a content gap Measure impact — articles that don't get traffic or don't reduce tickets need to be improved or retired