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Getting Started

Setting Up Your Knowledge Base

1 min readMar 28, 2026

Setting Up Your Knowledge Base



Your knowledge base is the foundation of HelpKit. It powers AI responses, helps customers self-serve, and reduces ticket volume.

Step 1: Plan Your Categories



Think about the main topics customers ask about:

  • Getting Started — onboarding, setup guides
  • Account & Billing — payments, plans, invoices
  • Features — how to use your product
  • Troubleshooting — common issues and fixes


  • Step 2: Create Categories



  • 1.Go to Admin → Knowledge Base
  • 2.Click + New Category
  • 3.Enter a name, slug, icon emoji, and description
  • 4.Set the sort order (lower numbers appear first)


  • Step 3: Write Your First Articles



    Start with the top 10 questions customers ask. Each article should:

  • Answer one specific question
  • Use clear, step-by-step instructions
  • Include screenshots where helpful
  • Link to related articles


  • Step 4: Publish



    Articles are live as soon as you save them. They appear in:

  • Your public help center at helpkit.in/help
  • The embedded chat widget's search
  • AI-powered auto-responses


  • Tips



  • Start with 10-15 core articles — you can always add more
  • Check KB Gap Alerts on your dashboard for missing topics
  • Update articles regularly based on new customer questions
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