Create a knowledge base article | Pixie CRM Help Centre
Canonical: https://pixiecrm.com/help-centre/create-a-knowledge-base-article
Publisher: Pixie Technologies LLC

Pixie CRM guide
Create a knowledge base article

Write a knowledge-base article and choose its group, staff-only visibility and active state.

Reviewed 8 November 2026; Current CRM forms; 

Where to go
CRM workspace → Support → Knowledge base → New article

Before you start

- Sign in to the correct CRM workspace with permission to use this area. Your role and enabled modules determine the controls offered.

Follow the steps

- Open Knowledge base and choose the new-article action.

- Enter Subject and select the Article group.

- Write the article content in the editor with clear headings and task steps.

- Review Staff article and Disabled. Staff-only content and disabled content have different visibility effects.

- Submit, then open the article from its group and check the intended reader view.

Check the result

- The article appears in the correct group and is visible only to its intended audience. An inactive article should not be treated as published self-service content.

If something is different

An option is missing

Check the record state, enabled module and your role with the workspace administrator. Use the controls actually shown for this organisation.

A field will not save

Read the validation message, correct the named field and submit once. Reopen the saved record to confirm the result.

Continue with related guidance

Organise knowledge base groups (https://pixiecrm.com/help-centre/organise-knowledge-base-groups)Publish or hide knowledge base content (https://pixiecrm.com/help-centre/publish-or-hide-knowledge-base-content)Browse Support and knowledge base (https://pixiecrm.com/help-centre/category/support-knowledge)