How to Edit Knowledge Base Article Follow

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.

Topics Covered

• Steps to Edit a Knowledge Base Article

• Editing an Article in Draft Stage

• Editing an Article in Published Stage

• Editing Articles in Other Languages

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