How to Create a Knowledge Base: 8-Step Guide

Ruben Buijs Ruben Buijs Jan 14, 2026 11 min read ChatGPT Claude
How to Create a Knowledge Base: 8-Step Guide

Learning how to create a knowledge base the right way saves your team hours of support every week. A well-built knowledge base reduces tickets, helps new users onboard faster, and gives your team a single source of truth. But most knowledge bases start with good intentions and end up as a graveyard of outdated articles that nobody can find.

The difference between a useful knowledge base and a neglected one comes down to how you build it. This guide walks through eight steps to create one that actually gets used. It covers everything from defining your audience to setting up feedback loops that keep content current.

Why Every SaaS Product Needs a Knowledge Base

Before diving into the how, it's worth understanding why a knowledge base is worth the investment:

  • 67% of customers prefer self-service over speaking to a support agent (Zendesk Customer Experience Trends Report)
  • Support ticket deflection. Every question answered in your knowledge base is a ticket your team doesn't have to handle
  • Faster onboarding. New users who can find answers independently activate faster and are less likely to churn
  • SEO value. Knowledge base articles rank for long-tail queries and bring in organic traffic from people searching for help with problems you solve
  • Internal alignment. Your support, sales, and customer success teams all reference the same documentation instead of giving inconsistent answers

The cost of not having a knowledge base is invisible but significant. It's the compounding time your team spends answering the same questions. It's the customers who churn because they couldn't figure something out. And it's the organic traffic you never capture.

Step 1: Define Your Audience

Who is your knowledge base for? The answer shapes everything. It determines tone, structure, depth, and vocabulary.

External knowledge base (for customers)

This is the most common type. Your customers use it to learn your product, troubleshoot issues, and discover features they didn't know existed. The tone should be clear, friendly, and jargon-free.

Segment your audience further:

  • New users need getting started guides and basic workflows
  • Power users need advanced configuration, API docs, and edge-case coverage
  • Admins need account management, billing, user permissions, and integration setup guides

Internal knowledge base (for your team)

An internal knowledge base documents processes, policies, and institutional knowledge. It's where you store SOPs, onboarding materials for new hires, and technical runbooks.

Both

Many SaaS companies maintain both. The external knowledge base faces customers. The internal one faces your team. Some tools let you manage both from a same platform with access controls.

Action item: Write down your primary audience and their top 10 questions before moving to step 2. This list becomes the foundation for your first batch of articles.

Step 2: Audit Your Existing Content

You probably have more documentation than you think. It's just scattered across the wrong places.

Where to look

  • Support tickets. Export your last 3-6 months of tickets and tag them by topic. The 20 most common topics become your first 20 articles
  • Canned responses. Your support team has pre-written answers to common questions. These are draft knowledge base articles waiting to be cleaned up
  • Onboarding emails. Your drip sequences already explain key features. Repurpose those into articles
  • Internal docs. Google Docs, Notion pages, Confluence wikis, Slack threads. Search for product explanations your team has written internally
  • FAQ pages. If you have an existing FAQ, each question-and-answer pair can be expanded into a full article
  • Sales decks and demo scripts. These explain your product's value prop and common workflows. Useful for "getting started" content
  • Feature request boards. If you collect feedback, the discussion threads around feature requests often contain explanations of how things work. If you use a tool like ProductLift, these conversations are already organized by topic

How to organize what you find

Create a spreadsheet with columns for: topic, source, existing content quality (good/needs rewrite/missing), priority (based on support ticket volume), and assigned writer. This becomes your content roadmap.

Step 3: Plan Your Structure

A flat list of articles doesn't scale. By the time you have 50 articles, users can't find anything without search. Plan your hierarchy upfront.

Category structure approaches

By feature area:

  • Getting Started
  • Feedback Boards
  • Roadmap
  • Changelog
  • Knowledge Base
  • Integrations
  • Account & Billing

By user journey:

  • Setting Up Your Account
  • Collecting Feedback
  • Prioritizing Features
  • Publishing Your Roadmap
  • Announcing Releases
  • Managing Your Team

By persona:

  • For Admins
  • For Team Members
  • For End Users (Your Customers)
  • For Developers (API)

Most SaaS knowledge bases use a feature-based structure because it maps directly to your product's navigation. Users think "I need help with the roadmap" and look for a Roadmap category.

Naming conventions

Keep category and article names:

  • Descriptive. "Setting Up SSO with Okta" not "SSO Configuration"
  • Task-oriented. "How to Create a Feedback Board" not "Feedback Boards Overview"
  • Consistent. Pick a pattern and stick with it. "How to..." or "Setting up..." or "Managing..." Don't mix formats randomly

Step 4: Write Your Articles

Now you're writing. Here's how to produce articles that are genuinely helpful.

Anatomy of a good knowledge base article

  1. Title. Clear, specific, matches what users would search for
  2. Introduction. One to two sentences explaining what this article covers and who it's for
  3. Prerequisites. What the user needs before starting (permissions, plan tier, integrations enabled)
  4. Step-by-step instructions. Numbered steps with one action per step
  5. Expected outcome. What happens when they complete the steps successfully
  6. Troubleshooting. Common issues and how to resolve them
  7. Related articles. Links to next steps or related features

Writing guidelines

  • Use second person. "You can configure..." not "Users can configure..." or "One can configure..."
  • Keep paragraphs short. Three to four sentences maximum. Walls of text lose readers
  • Use headers liberally. Users scan, they don't read. Every section should have a descriptive header
  • Define jargon on first use. If you must use a technical term, explain it the first time it appears
  • One topic per article. Don't combine "How to Create a Board" and "How to Customize Board Settings" into one article. Split them
  • Write at a grade 8 reading level. Tools like Hemingway Editor help you check this. Simple sentences are clearer

Tone

Helpful, not corporate. Write like you're explaining something to a smart colleague who hasn't used your product before. Avoid marketing language in documentation. Users are there to learn, not to be sold.

Step 5: Add Visuals

Text-only knowledge base articles have lower comprehension rates than articles with visuals. For software products, screenshots and GIFs are essential.

What to visualize

  • Every UI interaction. If the instructions say "Click the Settings icon," show a screenshot with the icon highlighted
  • Multi-step workflows. Use numbered annotations on screenshots or short screen recordings
  • Complex concepts. Diagrams help explain architecture, data flows, or permission hierarchies
  • Before and after states. Show what the screen looks like before and after completing a step

Tools for creating visuals

  • Screenshots: CleanShot X (Mac), Greenshot (Windows), or your OS built-in tools
  • Annotations: Add arrows, highlights, and numbered callouts directly in your screenshot tool
  • GIFs/recordings: Loom, Screen Studio, or CleanShot X for short recordings
  • Diagrams: Excalidraw, Mermaid, or Whimsical for flowcharts and architecture diagrams

Visual guidelines

  • Crop screenshots to show only the relevant area, not your entire desktop
  • Use consistent annotation styles (same arrow color, same highlight style)
  • Compress images for fast loading. WebP format at 80% quality works well
  • Add alt text for accessibility

Your knowledge base is only useful if users can find the right article. Search optimization happens at two levels: internal search within your knowledge base, and external search engines like Google.

Internal search optimization

  • Use the exact words your customers use. If customers say "board" but your product calls it "project," include "board" in the article so search finds it
  • Front-load keywords in titles. "Slack Integration: How to Connect Your Workspace" ranks better in search than "How to Use Our Chat Tool Connection Feature"
  • Add meta descriptions. A one-sentence summary that appears in search results helps users click the right article
  • Use synonyms. Mention alternative terms naturally in the text. "Delete (or remove) a feedback board..."

External SEO optimization

  • Target long-tail keywords. "How to set up SSO with Okta" will rank more easily than "SSO setup"
  • Use proper heading hierarchy. H1 for the title, H2 for main sections, H3 for subsections
  • Internal linking. Link between related articles to help search engines understand your content structure
  • Structured data. HowTo and FAQ schema markup can get your articles featured in Google's rich results

Step 7: Set Up Feedback Loops

Publishing an article is the beginning, not the end. You need to know whether articles actually help users.

"Was this helpful?" widget

Add a simple thumbs up/thumbs down widget to every article. This is the fastest signal for article quality. When an article has a low helpfulness score, it needs rewriting.

Link to your feedback board

At the bottom of every article, add a prompt like: "Didn't find what you were looking for? Submit a request on our feedback board." This captures questions your knowledge base doesn't answer yet. It gives you a content roadmap driven by real user needs.

When your feedback board and knowledge base are integrated, as they are in ProductLift, you can see the direct relationship between support gaps and feature requests. A spike in feedback about a topic often means your knowledge base article on that topic is missing or unclear.

Search analytics

Track what users search for in your knowledge base. Pay special attention to:

  • Searches with no results. These are articles you need to write
  • Searches with results but no clicks. Your titles or descriptions don't match what users expect
  • High-exit searches. Users search, click an article, then leave. The article didn't answer their question

Step 8: Maintain and Update Regularly

The number one reason knowledge bases fail is stale content. An article that describes your product from 18 months ago actively harms the user experience. It's worse than having no article at all because it erodes trust.

Set review cadences

  • After every release. When you ship a feature update, check whether related knowledge base articles need changes
  • Monthly review. Audit your 10 most-viewed articles for accuracy
  • Quarterly audit. Review the full knowledge base. Archive articles for deprecated features. Update screenshots

Automate what you can

One of the biggest time sinks in knowledge base maintenance is documenting new features. You ship something, update the changelog, and then need to separately write or update a knowledge base article. This disconnect is why documentation falls behind.

ProductLift solves this with AI-powered knowledge base generation. When you ship a feature and write a changelog entry, ProductLift's AI can automatically generate a draft knowledge base article from it. You review and publish the draft. No blank-page problem, no forgetting to document what you shipped.

Assign ownership

Every article should have an owner. That is someone responsible for keeping it accurate. Without ownership, updates become everyone's job and therefore nobody's job. In smaller teams, this is one person. In larger teams, assign articles to the subject matter expert for each feature area.

Quick-Start Checklist

If you want to get a knowledge base live within a week, here's the minimum viable approach:

  1. Export your 20 most common support tickets
  2. Write articles for the top 10 topics
  3. Organize them into 3-5 categories
  4. Add screenshots to each article
  5. Set up search and a "was this helpful?" widget
  6. Link your knowledge base from your app's help menu
  7. Schedule a monthly review

You can always expand from there. The important thing is to start with content that addresses real support volume, not to build a complete documentation library before launching.

FAQ

How long does it take to create a knowledge base from scratch?

You can launch a basic knowledge base with 10-20 articles in one to two weeks. The initial setup of categories and tool configuration takes a day. Writing each article takes one to three hours depending on complexity.

What tool should I use to build a knowledge base?

Look for a tool with categories, search, custom domain support, and analytics. ProductLift includes a knowledge base alongside feedback boards, a roadmap, and a changelog. Standalone options like Zendesk Guide and Intercom Articles also work well.

How many articles do I need before launching?

Start with 10-20 articles covering your most common support questions. These articles will deflect the most tickets. You can expand over time based on search analytics and customer feedback.

Who should write knowledge base articles?

Your support team is often the best starting point because they know the most common customer questions. Product managers can write feature documentation. For technical articles, involve your engineering team and have a writer edit for clarity.

How should I structure categories in my knowledge base?

Organize by product feature area (e.g., "Getting Started," "Integrations," "Billing"). This matches how users think about your product. Aim for 5-8 top-level categories. Fewer than 5 makes each too broad, and more than 8 makes browsing difficult.

How do I know if my knowledge base is working?

Track support ticket deflection rate, article helpfulness scores, and search success rate. If your ticket volume per active user decreases over time, your knowledge base is doing its job. Review these metrics monthly.

Choose the Right Tool

Your knowledge base tool should make writing, organizing, and maintaining articles easy. It should not create extra work. Look for:

  • Categories and search so users can browse and find articles
  • Custom domain support so your knowledge base lives on help.yourdomain.com
  • Multi-language support if you serve international customers
  • Integration with your product workflow so documentation doesn't become a disconnected process
  • Analytics to see which articles get views, which get low helpfulness scores, and what users search for

ProductLift includes all of these features as part of its all-in-one product feedback platform. Your knowledge base sits alongside your feedback boards, roadmap, and changelog. The entire loop from customer request to shipped feature to documented article happens in one place. Plans start at $14/month per admin with unlimited users. For a detailed comparison of options, see our guide to the best knowledge base software.

Start your free trial to see how an integrated knowledge base fits into your product workflow.

Ruben Buijs, Founder

Article by

Ruben Buijs

Ruben is the founder of ProductLift. Former IT consultant at Accenture and Ernst & Young, where he helped product teams at Shell, ING, Rabobank, Aegon, NN, and AirFrance/KLM prioritize and ship features. Now building tools to help product teams make better decisions.

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