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Knowledge Base Articles Listing Follow

The Article Listing screen provides a comprehensive view of all knowledge base articles created within your account. It supports multi-language management, robust filtering, bulk operations, and more.

Note: Only users with “View Articles” permission can access the article listing page.

Topics Covered

Access the Knowledge Base Article Listing

  • Access the Articles feature from the left menu bar.

  • You will be redirected to the Article Listing screen.

You will see the list of columns with the following names:

  • Title:  The name of the article.
  • Category: The selected category for the article.
  • Owner:  The user assigned as the article owner
  • Status: Current article status: Draft, Published, or Archived.
  • Language: The primary language in which the article is written.
  • Visibility: Visibility level: Public, Internal, or Restricted (with rules).
  • AI Pilot: Whether AI Pilot is enabled for this article.
  • AI Copilot: Whether AI Copilot is enabled for internal assistance.
  • Last Modified By: The last user who modified any part of the article.
  • Last Modified Date: Timestamp of the most recent edit to the article.
  • Tags: Tags to improve article discoverability.

Actions on Article

  • Edit: Open the article editor to update the article’s content or settings.

  • Clone: Duplicate an article’s structure and content to create a new one quickly.

  • Version History: Allows you to review and restore previous versions of the article.
  • Change Category: Moves selected articles to a different category.
  • Archive: Moves the article out of the active list without deleting it.

  • Delete: Permanently remove the article from the knowledge base.

Filters 

On the article listing page, you have quick access to the Category and Status filters. For additional filtering options, click the Filters button to access more fields and narrow down your article search. 

 

Bulk Operations

  • Change Category: Moves selected articles to a different category.
  • Change Owner: Reassigns ownership of selected articles to another user.
  • AI Pilot: You can enable or disable AI Pilots for selected articles.
  • AI Copilot: You can enable or disable AI Copilots for selected articles.
  • Unpublish: Unpublish the selected articles.
  • Delete: Delete the selected articles.

Please refer to this Bulk Operations on Knowledge Base Articles for more information.

Additional Operations

The Actions button on the article listing page provides access to the following operations:

  • Manage Categories: Redirects to the Organize Categories screen under the Knowledge Base setup, allowing users to manage article categories.
  • Configure AI Pilot: Opens the AI Pilot configuration screen, where the current Knowledge Base can be added for AI-driven assistance.
  • Import Articles: Redirects to the import screen where articles can be uploaded via a CSV file. Learn more
  • Export Articles: Enables downloading article data in bulk for backup or offline use.

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