To create a new article:
- Navigate to the category where you want to create the article.
- Select + Add Article. The New article modal opens.
- Enter a Title for your article. You can always edit this later!
- Select how you want to create the article. Some of these trigger further steps. The options are:
- Blank article: Use this option to start with a completely empty article you can add whatever you want to.
- Create from template: Use this option to create an article by copying a template article. When you select this option, you'll also Select a Template you want to copy. Refer to templates for more information. There is no ongoing link between the template and the new article, so updates to the template do not affect the article.
- Copy from existing article: Use this option to create your new article by copying an existing article. When you select this option, you'll also select the knowledge base and article you want to copy.
- Sync with an existing article: Use this option to create your new article as a synced copy of an existing article. When you select this option, you'll also select the knowledge base and article you want to sync from. Refer to Share articles between categories and knowledge bases for more information on working with synced content.
- Import from MS Word file or from another tool: Use this option to import content from other supported systems. Refer to Import content for more information.
- Redirect to a URL: Use this option to create a URL redirect article.
- Generate content with Owl Intelligence: Use this option to Generate article content with AI.
- Once you've made your choices, select Create to create the article and open the editor.
Select this option during article creation to begin with a blank article.
Refer to the Article creation guide for step-by-step instructions.
You can mark specific articles as templates in the Reuse Flags section of the editor. When you create a new article from a template, it creates a one-off copy of the template.
There is no ongoing link between the template and the new article, so updates to the template do not affect the article.
Create a new article from template
To create a new article using an existing template:
- Enter a Title for your new article in the New article modal.
- In the Content section, select Create from template.
- Select the template you'd like to use as a starting point in the Select a Template dropdown.
- Select Create.
The article editor opens with the content of the template copied into it. This is a one-off copy. Make the edits you'd like to the article.
Refer to the Article creation guide for more details.
Create a template from an article
Follow these steps to turn any article into a template:
- Open the article for editing.
- In the Reuse Flags section of the righthand column, check the box for Template Article.
The Template Article checkbox is in the Reuse Flags section of the editor's righthand column
- Be sure to Save your changes.
The article will now be available in the Select a Template dropdown of the New article modal when you select Create from template.
This is a sample template for providing style and structure guidance. Refer to Create from template for information on creating articles using templates. You could create a template article with a setup similar to this sample, in order to provide guidance to your writers.
When thinking about what to include in your template, consider using a style guide.
Heading 2: Major topic
Body paragraph. Anything not in a list should be formatted like this. References to specific menu/navigation options should be capitalized, e.g.: Click on Settings > Style. In general, avoid using italics. Use bold only when it feels necessary.
Heading 3: Subheading for Heading 2
Heading 4: You should really consider restructuring your content and breaking it up
Numbered Lists:
- Always use numbered lists for step-by-step instructions.
- Step 1. Each step should be a single, clear step in the process.
- Screenshots should be included in the list item so that they are properly indented. Include arrows or callouts using branded color palette. Use rounded square for shape call-outs.
- Sample code should be included in the list item so that it is properly indented:
<a href="#">Here's some sample code in just preformatted style</a>
Bullet point lists:
- Always use bullet point lists for lists rather than instructions
- Think carefully about list length. Longer lists are harder to process; it's recommended to keep bulleted lists to about seven items. Read more about making your content brain friendly.
- Good use of bold: when you have a bullet point list with items that also have descriptions
- Keep your list consistent; list items should either all end in periods or should have no periods
- Screenshots relevant to the list should be within the bulleted list item:
Pro Tip: Use Alert Success for things that could be classified as tips or "Pro Tips". These look better if they start with a bolded phrase.
Note: Use Alert Info for useful notes and asides. These aren't tips; they're a note or point that you want to call attention to.
Warning: Use Alert Danger for things that are destructive, permanent, or otherwise dangerous. If making a change or not following this step is going to cause disaster and chaos, tell people!
You can copy an existing article from any of your knowledge bases to use as a starting point for your article. Copying an article does not create a link between the two articles. Any changes you make in the new article will not affect the old article.
Refer to the Article creation guide for step-by-step instructions.
Have an article that might fit in two different categories? Instead of creating those two articles independently, create a Shared content article. The content (body) of the article as well as all versions stay in sync across all shared articles. Each article can have its own title, restrictions, and callouts. Edits to any one of the synced articles will update all the others. This is a great way to have the same content appear in multiple categories or even in multiple knowledge bases.
To create a new article synced to an existing article:
- On the Articles page, navigate to the location where you wish to add the article.
- Select + Add Article.
- Select Sync with an existing article. Two additional fields appear.
- Use the dropdown to select the knowledge base where the article you want to sync from is located. If you only have one knowledge base, ignore this dropdown.
- Next, in the Search for an article by its title field, start typing part of the article's name. This is an autosuggest search. As you type, a list of articles matching your type appear.
- Once the article you wish to sync content with appears, select it.
- This will copy the article Title field at the top, based on the synced article's title. You can change this if you wish.
- Once you're done selecting the article and editing the title (if needed), select Create to create the synced article. Your new synced article opens in the article editor in Draft status so you can make any other adjustments. Remember that any changes to the article body will be updated in all shared content articles.
You can always tell if an article is synced to another article by checking for banners in the article editor. Use the links in the banner to quickly navigate to the synced article or knowledge base where it's located.
Sample parent shared content article message:
This is a parent shared content article. Updating it will update these child shared content articles:
Sample child shared content article message:
This is a child shared content article. Updating it will update its parent shared content article. Stop sharing this content
For information on what gets shared and how, see Shared content articles.
Stuck with writer's block? Use AI to generate a rough draft or outline for a new article!
Prerequisite
An account administrator must enable Owl Intelligence and your author role must have permission before you can use this feature.
How it works
We'll send a very specific prompt based on the information you provide to our LLM using Amazon Bedrock. No other information or content from your knowledge base is sent, and your data is never stored or used for training.
Refer to our Owl Intelligence feature overview for more information.
Generate an article
To use this method for article creation:
- On the Articles page, navigate to the location where you wish to add the article.
- Select + Add Article.
- Select Generate content with Owl Intelligence. Additional information about this account generation option displays.
- Select Open AI authoring tools. The modal updates to display the Generate article content using AI options.
- Choose whether you want to create a First draft or an Outline in the What would you like to create? section.
- First draft generates full, detailed content.
- Outline generates sections and headings along with placeholder text.
- First draft generates full, detailed content.
- Enter or update the Article title.
- Finish this sentence "Write an article about..." to enter the subject you want the article to be about.
- Enter up to 500 characters.
- Choose the type of article you'd like to generate from the What type of article is this? dropdown. Refer to Article types below for guidance on which type to select.
- Select your intended audience for the article from the Who is this article for? dropdown.
- Select the tone of voice you want the article written in from the What tone of voice do you want the article written in? dropdown.
- Once you've made your selections, select Generate Content.
- The modal updates to show you the content as AI generates it so you can preview what it looks like. Here's what ours looks like after selecting these options:
- What would you like to create?:
First draft
- Article title:
Mad Hatter's riddle
-
Finish this sentence: "Write an article about...":
why is a raven is like a writing desk?
-
What type of article is this?:
Explanation
-
Who is this for?:
General public / end users
- What tone of voice do you want the article written in?: Professional and conciseIf you realize you need to make changes to how the output is generated, select Edit prompt to refine your prompt.
Sample generated article content preview
Once you're happy with the results, select Create article.
- What would you like to create?:
- The article editor opens with the generated content.
Writer's block?
Use Owl Intelligence to generate templates or outlines or use some of our team's favorite amusing prompts from Article title prompts for Owl Intelligence.
Article types
Owl Intelligence will generate one of eight different article types. Here's a bit more information on the format Owl Intelligence will generate for each type:
- How-to guide: A practical, step-by-step guide to completing a task. Begins with a short summary followed by a list of clear steps.
- Explanation: A conceptual article providing background, rationale, or a deep dive into a topic.
- Reference: A structured, factual description of options, fields, or features. Information should be presented in a consistent format like tables and bullet points.
- Tutorial: A beginner-friendly, end-to-end walkthrough for learning something new. Begins with context and prerequisites, details the walkthrough, and then provides next steps.
- Policy: A formal rule or guideline using clear, declarative statements.
- Procedure: A standardized, internal process described in clear, ordered, numbered steps.
- FAQ: Generates a Frequently Asked Questions (FAQ) format with clear questions and comprehensive answers.
- KCS knowledge article: A real-world, question-driven article that documents an issue, environment, and resolution. Should Include sections for Issue, Environment, Resolution, and Cause (if known), similar to some of the standard KCS knowledge article templates.
What if the content you'd like to include in your knowledge base isn't IN your knowledge base? Maybe you'd like to reference the page of another site or a press packet your PR department has put together.
You can set up both categories and articles as URL redirects. For articles, this means you can administer the article as an article (restrict viewing it to groups, restrict editing to teams, use the article callouts, assign related articles) but when someone clicks on the title of the article or navigates to the URL, they'll be redirected to the URL you set up, instead.
URL redirects can be great when used with:
- Links to external sites/files you don't want or can't move into KnowledgeOwl
- Links to files stored within KnowledgeOwl, where you want the file to open directly (Refer to the KnowledgeOwl W-9 for an example of this type!)
Reporting limitations
URL redirect articles will not display in the Popular Articles Report or the Published Articles with 0 Views report, since we don't currently track view data for this article type.
You can create a new article as a URL redirect or convert an existing article to be a URL redirect.
To create a new article as a URL redirect:
- Navigate to the category where you want to create the article.
- Select + Add Article. The New article modal opens.
- Enter a Title for your article. You can always edit this later!
- Select Redirect to a URL.
- Select Create.
- The article editor opens with a Redirect URL field below the Full Article Title.
- Use the controls around the Redirect URL to choose the URL or file to redirect to and whether to open in the same tab or a new tab.
- For external URLs, type or paste the URL you'd like to use into the Redirect URL field.
- To redirect to a file uploaded to KnowledgeOwl (or to directly upload a file to KnowledgeOwl to redirect to), select Redirect to File:
Select Redirect to File
- The Add from Library modal opens.
- Browse or search for the file. (Or select Upload New File to add a new one.)
- Once you've found the file you want to use, select it and then select Insert File. The file's URL is added to the Redirect URL field.
- Use the Redirect Link Behavior section to set whether you'd like the redirect link to open in a new tab or in the same tab. (Open link in new tab is used by default.)
- Save your article.
Not for use in some topic display categories
URL redirect articles do not work within topic display categories that use the Override Article Links setting. This is because the override gets applied before the URL redirect.
To switch an article from being a URL redirect to being a normal article, uncheck the Redirect this article to a different URL box. Once you save, the article will function normally and display whatever content is in the editor.
Pro tip for search indexing
Anything included in the body of the article will still be indexed for search even though it won't be displayed. You can use this to your advantage to help provide additional words or terminology to help people find this article!
For example, if you're using a file stored within KnowledgeOwl, the content of that URL redirect file will not automatically be indexed for search. If you'd like it to be:
- For PDFs, you can insert the PDF into the body of the article using the Upload File option. When you save the article, we'll scrape the contents of the PDF for search.
- For non-PDF files, you can open the file, copy text in it, and paste that into the article body. You don't have to worry about how weirdly it's formatted, since it's not displayed, but having the text here will help it get indexed for search!