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WHMCS Knowledgebase – How to Configure and Manage Articles

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WHMCS Knowledgebase

The WHMCS Knowledgebase feature allows you to add informational and self-help articles and videos to create a knowledgebase repository that your customers and employees can use for real-time support.

The WHMCS Knowledgebase serves as a repository for businesses, such as web hosting companies, to publish articles, videos, infographics, and guides. Its purpose is to empower customers with self-support resources, allowing them to search for answers to their queries and find solutions more easily. This not only reduces the workload of your support team but also enhances client satisfaction.

How to Configure Your WHMCS Knowledgebase Articles

1. Add a Knowledgebase Category by following these steps:

Step 1. Login to WHMCS admin dashboard and Navigate to Support -> Knowledgebase.

Step 2. Click “Add Category” tab.

Step 3. Enter a Category Name and a brief Description.

Step 4. Optionally, check ‘Tick to Hide’ if you want the category to be staff-only.

Step 5. Click Add Category button to save.

Adding category in a organized way with proper name makes it easier for users to find the relevant articles in short time. Once categories are set up, start adding articles

2. Add Knowledgebase articles by following these steps:

Step 1. Go to Support -> Knowledgebase and click on the name of the category you want to add the article to.

Step 2. Then click the “Add Article” tab.

Step 3. Enter the title of the article in the “Article Name” input box.

Step 4. Click the “Add Article” button.

Step 5. Optionally, set the Views, Votes For, and Total to manually adjust article statistics.

Step 6. Set the “Display Order” to control the article’s position within the category.

Step 7. Check “Private” if you want the article to be accessible only to logged-in users.

Step 8. Add relevant Tags to improve search-ability.

Step 8. Write the content of the article and decorate it using the rich text editor. Incorporate images, infographics, and videos to make your article more engaging. 

Step 9. Once you finished writing, Click “Save Changes” button to publish the article.

What to have in WHMCS Knowledgebase

Branding: Each video display your brand logo/website link.

Real Time Support : Your clients can search for their hosting related queries and find solution in real time.

Niche Targeting: Our videos are related to web hosting that users are looking for on YouTube for help.

Strengthens Support: Our videos are integrated with your Knowledgebase website that can be used by your clients and support team in email to customers.

How to Get Content for whmcs knowledgebase

If you see the knowledgebase website of any successful web hosting company you will notice a lot of content in the form of articles, videos, infographics, etc. It is essential to have quality content that covers every key tool and product clients encounter while setting up and operating their website smoothly.

Businesses invest lots of resources and time in creating content for their knowledgebase. But it is not possible to do it all themselves as their core business is web hosting which they have to take care of. So they hire content creators for their knowledgebase website.

Many web hosting companies that cannot afford a content creation agency purchase customized, ready-made articles and videos featuring their logo and website URL.

It is essential to create high-quality and useful content. Articles should include images, infographics, and concise step-by-step guides that are clear and to the point.

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