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Turn repeat questions into guidance people can use.

A good help article lets someone complete a task or understand what to do next. Pixie CRM knowledge base gives service teams a place to publish that guidance. Articles can reduce repeated explanations when they reflect the real product, use familiar language and are easy to find.

Write around the reader's task

Use a title a customer would recognise, then explain the starting point and the outcome. Break instructions into manageable steps and include the conditions that change the answer. Screenshots should match the current interface and avoid customer information. Categories help readers browse, while useful wording in the title and introduction helps search. A short article that answers one question well is often easier to maintain than a long overview covering several unrelated tasks.

Give published guidance an owner

Assign responsibility for reviewing each article when a feature or policy changes. Support tickets can reveal missing steps, unclear terms and new topics worth documenting. Check that public articles contain only information intended for customers; internal troubleshooting may need a different audience. If a process involves account access or private data, guide the reader to the appropriate secure route rather than inviting them to put sensitive information into a public comment.

Useful answers

What you might
be wondering.

Practical details for a better informed conversation.

Can we organise articles by topic?

Categories and search help people find relevant knowledge articles. Build categories from the questions customers ask, using language they recognise and a structure that is straightforward to browse.

Will articles automatically improve search rankings?

Searchable, well-structured content can make useful guidance easier to discover, but rankings are not guaranteed. Accuracy, relevance, accessibility and a maintained website matter more than adding repeated keywords.

Your workflow is a good place to start

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Bring your current tools, your priorities and the handovers you want to improve. We’ll help you define a useful next step.

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