Configuration menu for categories and tags.

Now we navigate to the Category section for managing and organizing Knowledge Base content.

Category list view showing all defined Knowledge Base categories for organized content management.

Form view for creating or editing a category with title, description, and relevant information.

Tags menu for creating and managing tags.

Tag list view showing all defined Knowledge Base tags.

Tag form view.

This screen shows the Articles menu with all knowledge base articles displayed in a kanban view. You can filter by category, tags, or author, and view details like summary, views, and last updated date.

This view lists all articles in list view with details like title, category, tags, author, update time, and publication status.

Article detailed view showing content, author info, category, tags, publication status, and user comments.

You can set categories and tags to organize your knowledge base articles. Categories group articles under main topics like documentation or release notes, while tags add extra context such as ai or finance for better filtering and quick access to related content.

You can use the comments section to collaborate with other users by adding feedback or suggestions on articles. Team members can reply, like, or discuss directly within the comment thread, keeping communication organized and article improvement efficient.

You can edit or delete your comments anytime using the menu beside each comment. This helps keep discussions clean and allows you to update or remove feedback when needed.

The highlighted section displays the article toolbar, which includes quick actions and insights. You can use it to search for articles, filter results, print the current article, and view engagement metrics such as views, likes, and dislikes - all helping manage and track content performance efficiently.

You can set a bookmark for any article using this icon, allowing you to quickly access and manage your favorite or frequently used articles from your saved list for faster navigation.

You can set contributors by selecting a user and assigning a role such as Editor or Viewer, allowing collaborative management and editing of the article as per their assigned permissions.

You can set a contributor by typing a users name in the search field, then selecting from the suggested list to quickly assign the desired user as a collaborator for the article.

You can set the contributor role by choosing between Editor or Viewer to define their level of access before adding them to the article.

You can manage contributors by updating their role from viewer to editor or removing them from the list when needed.

You can set the article status as Published, Draft, or Waiting for Approval based on its review stage.

You can control the articles visibility using Portal and Link Only options.

You can share the article with others using the Share button, which provides options to generate a link or invite specific contributors for collaboration.

A shareable article link is generated, allowing anyone with the link to view the article based on the defined visibility settings.

You can open the left-side panel by clicking the double-arrow icon. You can also view the comments section using the comment icon on the top bar to collaborate and share feedback.

The Knowledge Base Dashboard provides an organized view with sections for browsing by category, recently updated and trending articles, personalized options like saved articles and view history, popular tags for quick filtering, and a list of top contributors.

The Browse by Category section provides quick access to different knowledge areas such as Documentation, FAQs, Tutorials, Best Practices, Troubleshooting, and Release Notes. Users can click View All to explore the complete list of categories and access more detailed information.

This section displays all knowledge base articles organized under their respective categories. Each record shows the article title, category, associated tags, author, last updated date, and publication status. Users can easily expand or collapse categories to view related articles for better navigation and management.

This section displays Recently Updated and Trending Articles. It highlights the latest content modifications and the most-read articles for quick access. Each card shows the article title, category, brief summary, update date, and view count. Users can click View All to explore the complete list of updated or trending articles.

This section shows the Search Functionality of the Knowledge Base.

This section highlights the User Panel on the Knowledge Base dashboard. It includes quick access to Saved Articles for bookmarked content and View History for recently viewed items. Below, the Popular Tags area helps users explore trending topics easily, while the Top 5 Contributors section showcases leading content creators based on article contributions.

The customer portal displays a Knowledge Base section showing the total number of published articles. Users can access these articles directly from their account dashboard for quick reference.

The customer can view all published Knowledge Base articles in a structured list, categorized by type with search and pagination options for easier navigation.

The Knowledge Base articles can also be viewed in a kanban layout, displaying article previews with category labels, short descriptions, and update details for quick browsing.

The Knowledge Base includes a smart search feature that allows users to find articles by title, content, category, tags, or author, making it easier to locate specific information quickly.

The system allows users to filter articles by category, displaying only those that match the selected criteria for a more focused search experience.

The article view displays a structured layout with a table of contents for quick navigation, categorized tags for better context, and clearly divided sections.

Access user preferences to enable Knowledge Base notifications.

Enable Knowledge Base notification from the user preference settings.

Managers receive instant notification when an article is submitted for approval.

Users are notified when their article is sent back to draft by the manager.

Users receive confirmation when their article is approved and published.

All managers are notified when any manager publishes an article.

Click on Create Article button

Form view of the ArticleHub.

Click on the Create icon to add a new article.

Add details and click on the 'Save' button.

Here you can view the created article.

To view the related articles of a particular model, click on the 'Article' icon.

Kanban view of the article.

You can group articles by Model.

You can also view the Model on the portal side.

To view the related article at the portal side, click on the 'Article Hub' button.

Tree view of the articles.

Companies list view.

Tags with multi-company.

Category with multiple companies.

Company field in the knowledge base.

Knowledge-base dashboard with multi-company drop-down.

Set access in AI Accessibility and Knowledge Base access.

Navigate to the Configuration menu and then click LLM Providers to manage AI engines.

Toggle the Use for Knowledge Base option and select the LLM model configurations.

Press the Draft with AI button in the control panel to open drafting wizard.

Enter the topic, keywords, tone, and word length, then press Generate Draft.

Review the generated structured article.

Set access in AI Accessibility and Knowledge Base access.

Navigate to the Configuration menu and then click LLM Providers to manage AI engines.

Toggle the Use for Knowledge Base option and select the LLM model configurations.

Click the Summarize with AI button inside the article view to initiate process.

Wait for the status notification while AI reads the article body text.

Review the AI-generated bulleted summary automatically displayed at the top of the article.

Press the Capture Version button on the active article form to store history.

Provide a name and revision note, then click Create Version to save.

Check the Versions smart button on the top panel to view captured counts.

Open the Versions list view to see all revision records and dates.

Review the revision details, author name, and historical content snapshot in detail.

Type new modifications and edit the article body content using the direct editor.

Capture another version for the updated content by clicking the Capture Version button.

Verify that the Versions smart button is updated with the new revision count.

Observe the updated Versions list showing the multiple captured version history records.

Click the Compare with Current button on the historical version details form.

Select two version entries and click Compare to view side-by-side revision differences.

Review the differences highlighted in green and red to track added or removed lines.

Click the Restore This Version button to restore the selected historical version of the article.

Press Ok on the confirmation popup dialog to restore this version as the active article.

Observe the message confirming the article was successfully restored to the chosen version.

Verify the restored article content in the editor and view the active version count.

Set access in AI Accessibility and Knowledge Base access.

Navigate to the Configuration menu and then click LLM Providers to manage AI engines.

Toggle the Use for Knowledge Base option and select the LLM model configurations.

Click the KB AI Assistant panel on the dashboard to open chat window.

Type and send a question to the assistant and check the visual typing indicator.

Receive detailed structured response text extracted from the knowledge base articles.

Click the cited article links to open the reference source documentation page instantly.

Go to the Knowledge Article and enable the Review Reminder toggle button to activate review reminders for the article.

Enabling the Review Reminder toggle displays the Every Days, Next Review Date, and Last Reviewed Date fields for managing the article review schedule.

Based on the configured Every Days value, the system automatically creates a review activity according to the scheduled review interval.

In the Knowledge Base List View, the scheduled Review Reminder Activity will be displayed, allowing users to easily track upcoming article reviews.

Open the Knowledge Article and click Mark as Reviewed to record the completed review.

After clicking Mark as Reviewed, a notification confirms that the article review data has been updated. The system also updates the Next Review Date and Last Reviewed Date accordingly.