Create Articles Using Pageloop

Pageloop helps create new knowledge base articles by generating complete drafts from the context you provide.

Start a New Article

You can begin creating a new article in Pageloop from several entry points:

• From the sidebar: Click the + New button in the Pageloop sidebar. In the menu that appears, hover over Create Articles, then select Create Manually. If you want to record a flow first, select Record Flow instead, which launches the Pageloop Chrome Extension.
• From the Articles tab: Navigate to the Articles tab, then click the + Create Article button on the top-right and select Record Flow or Create Manually.
• From the Chrome Extension: Open the Pageloop Chrome Extension and choose Create Article as the flow type, then start recording. After saving the flow, you are redirected to the Pageloop web app with your recorded steps already populated.

All options lead to the same article creation form, which is divided into two sections: a Steps panel on the left and the article details form on the right.

Fill in the Article Details

The right side of the creation page contains the fields Pageloop uses to generate your article.

You can pair Product Notes with uploaded media such as screenshots or screen recordings to give Pageloop more context for article generation.

Product Notes (Required)

The Product Notes field is where you provide the information Pageloop needs to generate your article. Enter any combination of feature descriptions, PRD (Product Requirements Document) text, release notes, internal memos, or call transcripts. You can also upload supporting media such as screenshots or screen recordings from this section to give Pageloop visual context. The more context you provide, the more complete and accurate the generated article will be. Be specific about what the feature does, how users access it, and any important details or limitations.

Upload Media (Optional)

You can upload images and video from the Product Notes section to give Pageloop visual context for article generation. Click the + Upload Media button to add screenshots, screen recordings, design mockups, or other supporting files. Hover over the button to see the upload constraint: Upload images and video up to 100MB.

Template (Optional)

If your team has created article templates, you can select one from the Template dropdown. Selecting a template tells Pageloop to match the structure and formatting of your existing Help Center articles, keeping your documentation consistent. You can select one template at a time. If you do not select a template, Pageloop generates the article using its default structure. To learn how to create and manage templates, see Using Article Templates.

Article Title (Optional)

Enter a specific title for your article in the Article Title field. If you leave this field empty, Pageloop automatically generates a title based on the product notes you provided.

Record a Flow (Optional)

The left side of the article creation page displays a Steps panel. If you have not recorded a flow, this area shows an empty state with a Record Flow with Chrome button. Recording a flow is entirely optional, but it is highly recommended for articles that document user interface features or multi-step workflows.

When you record a flow with the Pageloop Chrome Extension, Pageloop captures your screen actions and takes screenshots as you walk through the feature. You control exactly which screenshots are included by pressing Ctrl+S during the recording. Pageloop uses these captured screenshots and actions to generate a more detailed, step-by-step article with the screenshots automatically embedded in the right locations.

If you enable the microphone during recording, your voice narration is transcribed and used as additional context, which can further improve the quality of the generated article.

For detailed instructions on how to install and use the Chrome Extension, including how to record a flow, set up multi-tab recording, and enable voice narration, see Using the Pageloop Chrome Extension.

Generate and Review the Article

Once you have filled in your product notes and any optional fields, click the Create Article button in the top-right corner of the page. Pageloop begins generating your article, and you are redirected to the Articles page. Pageloop sends you a notification by email or in Slack (if you have set up the Slack integration) when the article draft is ready for review. Article generation typically takes a few minutes, depending on the complexity of the content and whether a flow recording or images were provided.

Once generation is complete, your new article appears on the Articles page. Drafts that are ready for review appear in the In Draft list. Drafts that need more context display a yellow Needs input badge.

Answer Pageloop Agent Questions

When Pageloop needs clarification, the draft review screen opens with the Chat tab on the right sidebar. The Chat tab shows an amber attention dot while unanswered agent questions are pending. The article editor is blurred and temporarily locked while the agent is waiting for input, researching, or resuming generation.

Answer each agent question in the Chat tab and click Submit for each response. After all questions are answered, Pageloop resumes article generation automatically.

If your article includes images, you can annotate and edit them directly within Pageloop. Hover over any image in the editor to access the image editing tools. For more details, see Annotate and Edit Screenshots.

When you are satisfied with the article, click the Next button in the top-right corner to proceed to publishing. You can publish the article immediately, schedule it for a future date and time, or save it as a draft. The specific publishing options may differ slightly depending on which Help Center platform you have connected.

For a step-by-step guide on publishing, see Publish New Articles to Your Help Center.

Tips for Better Article Generation

• Be specific in your product notes. Instead of writing "new settings feature," describe what the settings do, where users find them, and what options are available.
• Record a flow for UI walkthroughs. If your article documents a user interface feature, recording a flow lets Pageloop automatically capture screenshots and generate step-by-step instructions with visuals embedded in the right places.
• Use voice narration during recording. Speaking as you walk through a feature provides Pageloop with extra context that improves the generated article.
• Upload relevant screenshots. Visual context helps Pageloop place images in the right locations within the article.
• Use a template for consistency. If your Help Center follows a specific article structure, selecting a template ensures the generated article matches that format.

Frequently Asked Questions

What if article generation fails?

If article generation fails, the article appears with a failed status on the Articles page. You can click on the article to open it and select Try Again to adjust your inputs and resubmit. You can also select Refine & Run from the article dropdown menu on the Articles page. Common reasons for failure include very short or unclear product notes. Try providing more detailed context and resubmitting.

What is the difference between creating manually and recording a flow?

Creating manually means you provide written product notes and optionally upload images. Recording a flow means you use the Pageloop Chrome Extension to walk through the feature, and Pageloop automatically captures your clicks and screenshots. The flow-based approach is best for step-by-step UI documentation because Pageloop generates instructions with embedded screenshots from your recording.

Can I create an article without uploading any media?

Yes. Media is optional. You can create a complete article using only product notes. If needed, you can also upload images or video to provide extra context during article creation.

Do I need the Chrome Extension to create an article?

No. The Chrome Extension is only needed if you want to record a flow. You can create articles entirely from the Pageloop web app by entering product notes, uploading images, and clicking Create Article.

What media can I upload?

The upload area accepts upto 10 images and video up to 100MB.

Can I select more than one template?

No. You can select only one template per article. The template tells Pageloop which structure and formatting style to follow when generating the article.

What happens to the article after it is generated?

The generated article appears on the Articles page as a draft. You can open it in the editor to review and make changes. When you are ready, use the publishing step to publish it immediately, schedule it for a future date and time, or save it as a draft.