How to create a new knowledge base Last updated: Sep 26, 2026

1. Expand Knowledge Base in the left nav and click New Knowledge Base (or click the + in the top nav and select Knowledge Base).
2. Enter a Knowledge Base Title, for example "How to reset passwords".
3. Click Create Knowledge Base.

You can also Import a Knowledge Base w/ JSON from the same screen.

Next, add pages with + New Page. Pages keep a knowledge base organized, for example one page for email passwords, one for network passwords, and one for your ERP system.

The right sidebar of a knowledge base has:

• Client Portal toggle, to show it in the client self-service portal
• Permissions > Manage, to choose which agents can view and edit it
• Copy Link, Merge kb with.., Export kb (PDF / JSON), and Import a page (JSON) into this kb
• Delete entire kb