The Knowledge Base in ClearCRM is your 24/7 self-service library—a place to publish helpful, searchable content that lets customers solve problems without needing to contact support.
Step 1: Open the Knowledge Base
From the left-hand menu:
Go to Service
Click on Knowledge Base
You’ll land on a page showing all your articles in a table view. You can also switch to Kanban view, which organizes articles by group for easier browsing.
Step 2: Create a New Article
To start writing:
Click the New Article button
Add a title (in the Subject field)
Choose or create a Group (e.g., Getting Started, FAQs)
Set the visibility:
Internal – visible to staff only
Published – live and public
Disabled – not visible until later
Step 3: Write and Format Your Content
The article editor supports:
Text
Images
Links
Tables
Embedded media
Use formatting to make the content easy to read and scan. Organizing your articles by group also helps readers find what they need faster.
Step 4: Publish and Launch
When your article is ready:
Click Save
Repeat the process to build your library
Once you're ready to make the entire knowledge base live:
Click the Launch Knowledge Base button
This creates a public link where your customers can browse and search your articles anytime