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Store your team's knowledge in the Knowledge Base

Updated 2026-07-14

In two lines: the Knowledge Base is your team's knowledge repository: processes, per-client guides, response templates, and notes they need at hand. Each entry is an article with its content and its files.

What is it for?

To stop repeating yourself and stop searching through chats: everything your team looks up often lives in one place. Typical examples: how you onboard a client, your monthly reporting checklist, the key steps of an internal process.

How do I create an article?

In Knowledge Base, use New article. You give it a Title, write the Content, and can add Links and File attachments (PDF, images, or documents). Once you save it, it's available for your team.

How do I keep it organized?

With Tags: tag each article by topic and then filter by tag to find it fast. Tags are managed from Manage Tags.

A good title and two or three tags are worth more than a perfect article: what can't be found doesn't get used.

Who can see each article?

Each article has a Visibility, and by default it's Public: your team sees it and so does the client. If the article has anything internal, change it before saving:

  • Agency only — your agency's members see it, not the client.
  • Private — only you see it.
  • Custom — you choose exactly who can see it.
Since the default value is Public, review the visibility before documenting internal or sensitive notes (process keys, internal agreements): lower it to Agency only or Private.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it directly about what you see on screen.