Create and verify an internal knowledge base article

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Create an internal knowledge-base article in Pixie CRM. From Tools, open Knowledge Base and choose New Article. This example prepares fictional guidance for the demonstration team and keeps its audience internal.

Enter a clear subject and select the Team guidance training group. Enable Internal Article. Leave Disabled off so the guidance is available to its intended internal audience. Review article visibility before saving real business information.

Write the guidance in Article description. Explain what the reader should review and what they should do next. This example asks the team to confirm the project objective, identify missing requirements and prepare questions for an internal review.

Choose Save. Pixie CRM opens the saved article editor. Review the stored title and group, then check Internal Article and the description. The article remains internal; saving it does not publish a customer-facing article.

Confirm that Team guidance is retained and Internal Article remains selected. Review the saved description and the Disabled option. These separate controls let you organise guidance, choose its audience and decide whether it is available.