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Store your team's knowledge in the Knowledge Base

Updated 2026-07-23

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.

You can also switch between a Grid or List view, and sort by most recent, most viewed, alphabetical, or recently updated. And you can Pin the articles your team opens the most so they always stay at the top.

A good title and two or three tags are worth more than a perfect article: what can't be found doesn't get used. Mark your go-to articles as Favorites to keep them one filter away.

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.

Speed things up with MIA

While you're in the Knowledge Base, you can ask MIA for three things: to create an article from a title and content you describe, to suggest improvements to an existing article (MIA only proposes changes, it doesn't touch it), and to give you a summary of your base (how many articles you have, how they break down by tag, and which are the most viewed and most recent). MIA works only over the articles you can already see, respecting each one's visibility.

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 about what you see on screen — and it can also answer how-to questions about using MB Suite.