How to Move Articles Follow

As your knowledge base grows, you might want to reorganize it to keep things easy to navigate. You may find that some articles would fit better in a different category. Salesmate makes it simple to move articles from one category to another.

How to Move Articles

• Navigate to the Knowledge Base from left sidebar.
• From the Knowledge Base screen, go to the Category tab.
• You’ll see a list of all categories currently added to your knowledge base.
• Open any category and locate the article you want to move. Click the three dots next to it and select Move.

• A Move Article popup will appear, showing the article’s current category path.
• Click on the path to search for or browse the category where you’d like to move the article.
• On success, the article moves to the new category with an Updated successfully message.

• Salesmate offers several flexible options to move articles between categories:

  • From the Article List: Use quick actions directly in the article listing view.

  • Bulk Update: Select multiple articles and change their category in one go.

  • From the Article Detail Page: Move the article using options available in its detail view.

  • By Editing the Article: Open the article editor and select a new category.