Salesmate allows you to edit your knowledge base articles at any time, whether you're making quick changes to a draft, updating a published article, or adding translations for other languages.
Note: You’ll need “Edit Articles” permission to make any changes. Users without “Publish” permission can still update articles, but cannot make them live. Learn more
Topics Covered
Steps to Edit a Knowledge Base Article
-
Navigate to the Articles section from the left sidebar.
-
Locate the article you want to modify from the listing page.
-
Hover over the article, then click Edit from the action menu or click directly on the article title.
-
If you have edit permissions, you’ll be taken to the editor; if not, you’ll be redirected to the article detail view instead.
-
The article opens in either Draft or Published mode based on its current status.
Editing an Article in Draft State
-
If the article is still in draft, you'll be taken directly to the editor.
-
Make your changes, and then:
-
Click Save to save the draft manually, or wait for auto-save (every 60 seconds).
-
Click Submit for Approval or Publish when you're ready to proceed.
-
Editing an Article in Published State
-
Clicking a published article takes you to the detail view.
-
Any content changes you make here will:
-
Be saved in a new draft version.
-
Not affect the live article until you click Publish.
-
-
To view or edit these changes, open the editor, it will display the draft version.
Configuration Changes:
-
Configuration updates (like changing Slug, Category, Visibility, or AI Settings) require publish permission and when these changes are saved, the article is automatically published.
-
Without publish rights, you won’t be able to edit these settings.
Additional Actions for Published Articles
While viewing a published article, you can also:
-
Edit the content (saved as a draft)
-
Clone the article
-
Unpublish it (which reverts it to a draft)
-
Reassign or change the category
-
Review the article’s version history
-
Archive the article
-
Permanently delete it
Editing Articles in Other Languages
If you’re working with a translated version of the article (i.e., not in the primary language):
-
You can freely edit the body content.
-
However, certain fields will remain locked, including:
-
Slug
-
Category
-
Visibility
-
AI settings
-
Comments
0 comments
Article is closed for comments.