KnowledgeOwl Support
Table of Contents
Table of Contents
Toggle navigation
Release notes
Video library
Status page
Contact support
Home
Glossary
Write your docs
Categories
Create a category
Add a category or subcategory
Choose a category type
Default categories
Topic display categories
Blog style categories
Shared content categories
Custom content categories
URL redirect categories
Category appearance in the table of contents
Edit a category
Edit a category
Internal category note
Internal category title
Category icons
Control subcategory display
Customize category behavior in the table of contents
Delete a category and its content
Visibility and permissions
Hide a category from navigation
Restrict a category to certain readers
Exclude category
Reorder and move categories
Reorder categories or articles
Move categories or articles between levels
Why isn't my category showing up in search?
Why is a category not displaying to readers?
Articles
Create a new article
Article creation guide
Create a blank article
Create a new article from template
Structure template (sample)
Copy from existing article
Share articles between categories and knowledge bases
Generate article content with AI
URL redirect article
Edit an article
Web accessibility best practices
Accessibility starter resources
Accessibility auditing tools
Screen readers
Accessibility conferences and events
URL redirect best practices
Add images and files to articles
Edit and update files in articles
Add inline styles to articles
New
Add code samples
Work with links to other websites
Add scripts to articles
Use action links with # or javascript:void(0)
Edit permalinks
Add anchors within articles
Add banners and thumbnails
Find and replace text within an article
New
Change existing article to a URL redirect article
Change existing URL redirect article to a regular article
Editor keyboard shortcuts
Autosave
Sharing "draft" articles
Reuse, link, and recommend articles
Share articles between categories and knowledge bases
Topic articles
Related articles section
Link to article or category
Recommend articles in the contextual help widget
Set article editor behavior
Set which fields to automatically display at the top of the editor
Expand or collapse article details in the editor
New
Change your default save action
View article editor with fewer distractions
New
Article settings
Full and short titles
Use New & Updated article callouts
Publishing status
Display Settings
Redirect old articles to a new permalink
Automatically redirect when you update an article's URL
Internal title
Author note (Internal article note)
Search phrases
Summary
Published date
Schedule an article to be published
Schedule an article to be archived
Edit or remove an article's scheduled publication or archival
Create a template
Add a video callout
Title tags
Turn off comments for specific articles
Turn off ratings for specific articles
Versioning and history
Versions
Overview
What is a version?
Benefits of using versions
Use cases for versions
Are revisions stored for versions?
How to use versions
Open and edit versions
Create a version
Activate a version
Delete a version
Version notes
What are version notes?
View version notes
Edit version notes
Version sharing/review process
Article in-app version review process
Version review process for readers
In-app version review process, custom content categories
Version PDFs
Generate a version PDF
Change the version PDFs' format or text
Revisions
What is a revision?
Use cases for revisions
View revisions and revision history
Compare revisions
Recover a revision
Delete a revision
Are revisions stored for versions?
Reorder and move articles
Reorder articles
Move articles between levels
Delete and recover articles
Delete an article
Delete articles in bulk in Manage
Recover a deleted article
Recover multiple deleted articles
Change article styles (layout, lists, and other tricks)
Files and images
Supported file types
File size limits
Who can access the files and images in my knowledge base?
Find a file's URL
Add images to articles
Add images to articles
Add alternative text to images
Add image captions
Adjust image width for all images
Display images side-by-side
Add files and images directly in your Files page
Edit and update files
Image upload errors
Why are some screenshots blurry?
Image best practices
Intro
File types for screenshots/larger images
File types for icons
Resizing images
Accessible images
Gif and animation usage
Create consistent screenshots
base64 images
Add videos to articles
Add videos to your articles
Wistia video embeds
Add videos in bulk
Video upload errors
Edit and update videos
Disable video downloads
Add other files to articles
Add files to articles
How do I import a PDF?
Display PDF file in articles
Embed Google Drive files in articles
Display Microsoft Office 365 files in articles
Add files in bulk
Edit and update files
File upload errors
Files page: Manage images and files
Introduction to the Files page
List View
Which Files page view should I use?
Add files and images directly in your Files page
Edit and update files in the Files page
Add a file description for alt text
Find a file's URL
File references
Restoring deleted files
Purge and fully remove files
Manage files with file labels
Use labels as filters
Who can access the files stored in my knowledge base?
Tags
Tags feature overview
Set up tags
Create a tag
Edit a tag
Delete tags
Hide tags from Search Results
Merge tags
What does merging tags do?
Use tags in content
Add an existing tag to an article
Remove a tag from an article
Add tags to multiple articles in bulk
Tag searches
Perform a tag audit
File labels
What are file labels?
Create a file label
Edit a file label
Delete a file label
Add an existing label to a file
Remove a label from a file
Merge labels
What does merging labels do?
Use labels as filters
Snippets
Snippets feature overview
Set up snippets
Create a snippet
Copy existing snippet
Undo changes to a snippet
Delete a snippet
Use snippets in content
Use snippets overview
Add snippets in content
Add snippets to your knowledge base theme
Perform a snippet audit
Snippet references
Snippet best practices
Snippet use cases
Snippet best practices
Snippet standardization checklist
Shared & synced content
Synced articles
Synced article overview
How synced articles work
How synced articles really work
What is and isn't shared between synced articles
How versions are stored for synced articles
Why isn't my shared content article showing in search results?
Synced content in copied knowledge base
Use synced articles
Create a new shared/synced article
How to stop syncing content between articles
How to identify synced child and parent articles
Convert standalone article to synced article
How can I tell multiple shared child articles apart?
Synced categories
Synced content category overview
How synced categories work
Sync behavior in shared content categories
Synced article behavior in shared content categories
Behavior when you create new or delete content in a synced category
Use synced categories
Create a new synced category
Stop syncing an article in a synced category
Stop syncing a synced category
Synced knowledge bases
Synced knowledge base
Style guide
Style guide feature overview
Set up Style guide
Create a style guide
Turn on access to AI content style guide reviews
Style guide starters
Style guide starters overview
Use our sample starter guide
Use another style guide template
Use a common style guide and document exceptions and additions
Additional style guide resources
Review content with your style guide
Use AI to review article content with your style guide
Manually review article content against your style guide
Generate articles with style guide
Import content
Import from Word
Import from Confluence
Import from Document360
Import from Freshdesk
Import from Helpjuice
Import from HubSpot
Import from Zendesk
Import from CSV
Import from other file format
Import from other tool
Import with the API
Testing imports
Import best practices
Import from Notion
Create REST API documentation
REST API documentation in KnowledgeOwl
Prerequisites
Create your API documentation
Custom styles
Limitation: content security policy header
Understand Redoc's standalone API docs
Next steps
Generate content
Use Alchemer surveys to generate content in KnowledgeOwl
Look and feel
Homepage look and feel
Homepage customization overview
Change homepage welcome text
Change the homepage welcome text
Remove the homepage welcome text
Change the color of the homepage welcome text
Add or remove article lists
Article Lists
New Articles list
Updated Articles list
Popular Articles list
Recent Articles list
Remove article lists from your homepage
Create a custom homepage articles list
Add custom homepage elements
Add a background image to my homepage
Change the background image on my homepage
Add category icons to your homepage category panels
Add a custom alert or banner to your homepage
Add a custom icon and header link on your homepage
Overall look and feel
Style your overall theme
Access the theme builder
Choose your colors
Color picker: Which colors control which parts of my theme?
Choose your font
Use a custom font
Choose your logo
Use the new Support theme
Change your favicon
Choose your table of contents behavior
Set your knowledge base time zone, date, and language
Customize style or layout with HTML/CSS
Add a link to the upper right (top navigation)
Undo changes to Customize > Style
Breadcrumbs
Access to the header via Custom Head
Reset your theme
Copy a knowledge base's theme
Set up your default behavior
Basic settings
Domain settings
Website settings
Article editor settings
Customize your robots.txt
Create your llms.txt
How to use your own domain
Private domain overview
Create a CNAME record on your DNS
Add a private domain
Set up your SSL cert
Make all requests use your new private domain
Add reCAPTCHA
SSL cert troubleshooting: CNAME record has not fully synced
SSL cert troubleshooting: CAA policy does not allow
Update your private domain
Other overall look and feel customizations
Add Fancybox to click to zoom/enlarge images
About Fancybox
Installation
Style images
Change toolbar
Specific images only
Skip images
Upgrade
Remove "Made with KnowledgeOwl" statement from footer
Change Alert div icon or colors
Display a back to top icon when scrolling
Only play GIFs while hovering
Use different logos for different reader groups
Set your footer copyright year to automatically update
Fix anchor links hidden by top navigation
Article look and feel
Common article customizations
Style image captions
Add Font Awesome icons into articles
Style your table footer
Use your own syntax highlighter for code blocks
Use thumbnails and banner images
Remove the PDF, print, or email icon from all articles
Fix for article editor removing a script
Add details/summary blocks into articles
New
Style details/summary blocks
New
Advanced article customizations
Create an article table of contents (TOC) from headers
Create expanding/collapsing sections in an article
Adjust line spacing
Format numbered list spacing and borders
Customize nested numbered list styles
Update your article actions merge code
Conditional content based on tags
Category look and feel
Style your Default categories
Icon panels styles
Icon panels: Change panel background color/category title color
Hide article descriptions on default category landing pages
Style your Topic display categories
Topic display: Hide category description
Topic display: Style your tabs
Topic display: Change Quick Links style and/or add header
Table of contents look and feel
Style your table of contents
Set table of contents default display
Display categories open by default
Change the icons used in the table of contents
Add links to your table of contents
Add or remove Home link in table of contents
Add search bar to table of contents
Add glossary link to table of contents
Add a link to the full PDF download to table of contents
Add custom link to table of contents
Search look and feel
Change your search bar placeholder
Customize the search "No Results" message
Style the glossary term callouts in search results
Hide tags from Search Results
PDF look and feel
Add page numbers to PDFs
Display full URL of links in PDFs
Display content only in PDFs
Snippet to force page breaks in PDFs
Glossary look and feel
Glossary styling overview
Style the Glossary page
Keep glossary header visible when scrolling
Style the letters at the top of the glossary
Add search to the glossary page
Add a print icon to the Glossary page
Style glossary terms & definitions
Customize how highlighted glossary terms and definitions look
Style the glossary snippet search results
Customize default text
Customize default text overview
Add and remove customized text strings
Add or edit your own text string
Reset a customized text string
Update Style settings with Customize Text merge code
Update Homepage with Customize Text merge code
Default text section guides
Customize Search text guide
Customize Table of Contents text guide
Customize Reader Login text guide
Customize Top Navigation text guide
Customize Article text guide
Customize Miscellaneous text guide
Customize Required Reading text guide
Customize Article Lists text guide
Customize Contact Form text guide
Customize AI chatbot text guide
Default HTML and CSS
Default HTML
Default Homepage HTML
Default Body HTML
Default Top Navigation HTML
Default Article HTML
Default Article Version HTML
Default Login HTML
Default Manage Reader Subscriptions HTML
Default 404 Error Page HTML
Default Restricted Access Page HTML
Default Right Column HTML
Default Homepage Article HTML (deprecated)
Default Custom CSS
Merge codes
What are merge codes?
KB Merge Codes
Article
Homepage
Reader
Body
PDF Merge Codes
Custom content category merge codes
Other
Features
Related Articles
Feature overview
How it works
Where do Related Articles show up?
Do deleted or archived articles show in Related Articles?
Use automatic Related Articles
Manually suggest Related Articles
Use both manual and automatic Related Articles
Set up Related Articles
Turn on automatic Related Article suggestions
Backward suggest Related Articles
Set the number of Related Articles to automatically display
Turn off automatically suggested Related Articles
Display Related Articles only in specific articles
Readd the Related Articles section to my articles
Hide Related Articles section from a specific article
Hide Related Articles when there are none
Hide Related Articles when there is one or less
Add and remove Related Articles
Add Related Articles
Reorder or remove Related Articles
Contact Form
Contact form overview
What data is collected in the Contact Form?
Set up your contact form
Set up contact form to send emails to one or more addresses
Custom fields
Integrate contact form with Zendesk
Integrate contact form with Freshdesk
Update wording in the Contact Form
Customize Contact Form link
Contact form submission email delivery issues
Advanced setup
Bypass contact form self-serve
Open the contact form with certain details filled in
Add template text to the start or end of the contact form's subject
Fix error for site owner on Contact Form
Manage articles
Manage articles feature overview
Use Manage filters
Use standard Manage filters
Create a custom Manage filter
Edit a custom Manage filter
Included Tags vs. Excluded Tags
Delete a custom Manage filter
Bulk edit articles
Bulk edit articles in Manage
Manage bulk edit options
Bulk activate "ready for review" versions
Bulk edit articles to make them required reading
Archive articles in bulk in Manage
Delete articles in bulk in Manage
Purge deleted articles in Manage
New
How do bulk edits, archives, and deletes work?
Export Manage articles to CSV
When to use the CSV export
Generate your CSV export
Manage CSV export column list
CSV export tips and tricks
Ratings
Ratings feature overview
Set up ratings
Enable ratings
Change the location of the Ratings section
Add ratings to individual articles
Disable ratings
Add ratings to all articles
Ratings reports and resets
Ratings reporting
Reset article ratings
Article favorites
Feature overview
Set up favorites
Turn on favorites
Rename favorites
Display favorites in the table of contents
Display favorites outside the table of contents
Change the favorites star icon
Change how many favorites are displayed in the Current reader's favorites article list
Add a top navigation link to the Favorite Articles page
Fix missing favorites icon
Add and access favorite articles
Add an article to your favorites
Remove an article from your favorites
Reorder your favorites
Access your favorite articles
Comments
Change your commenter icon or avatar
Comments feature overview
Set up comments
Comments configuration overview
Change comments placeholder, prompt, or button text
Auto approve comments
Set who can submit and view comments
Get emails when comments are submitted
Comment spam protection and security
Limit the max characters allowed in comments
Turn off comments in your knowledge base
Moderate and approve comments
Glossary
Glossary feature overview
Add terms to your Glossary
Glossary formatting
Add a new glossary term
When should I use display titles?
Disable highlighting for a glossary term
Edit existing glossary term
Delete glossary terms
Import glossary terms
Updated
Troubleshooting glossary term imports
Updated
Export glossary terms
Set up Glossary
Add or remove glossary link in table of contents
Add glossary terms to your search results
Add or remove the glossary page from your search results
Rename the glossary
Glossary setup FAQs
View the glossary
Add Glossary definitions in articles
Add glossary definitions in articles manually
Automatically highlight definitions in articles
When one glossary term contains another glossary term
Style Glossary terms and definitions
Style guide
AI chatbot
AI chatbot feature overview
Set up AI chatbot
External website AI chatbot embed
Embed AI chatbot on an external website or app
Add context to chatbot queries
AI chatbot JavaScript API Reference
Chatbot JWT authentication
Chatbot OAuth 2.0 authentication
AI chatbot troubleshooting
How to optimize your content for the AI chatbot
Fix the temporarily unavailable chatbot error
Owl Intelligence
Owl Intelligence feature overview
Set up Owl Intelligence
Use Owl Intelligence to generate content
Generate article content with AI
Generate article meta description with Owl Intelligence
Article prompts for Owl Intelligence
Interruption to Owl Intelligence
Use AI to compare article content to your style guide
Use Owl Intelligence to evaluate style guide alignment
URL checker
URL checker overview
Overview
Which content is checked
Which content isn't checked
Generate a links report
Run the URL checker
Additional content options
Report options
Use the URL checker links report
How to read the URL checker links report
Updated
Common HTTP status codes
Tips & tricks for using the links report
Links report best practices
Find and replace
Find and replace feature overview
Run a search
Run a search
Exact matches searches
Regex pattern searches
Review search results
Find and replace results table
Find and replace CSV download
Replace content
How to run a replace
What content fields are replaced
What's in the find and replace change log?
Subscriptions
Subscription feature overview
Set up subscriptions
Requirements to turn on subscriptions
Set the subscription notification schedule and email subject
Set up SMTP for subscriptions
Set up public subscriptions
Enable subscriptions
Add Subscribe button to topic and custom content categories
Style the Subscribe button differently
Force readers to subscribe with their reader account email address
Use subscriptions
Subscribe to a category
Unsubscribe from a category
Trigger/retrigger subscriptions
Contextual Help Widget (2.0)
Widget feature overview
Set up Widget
Widget setup and installation
Widget setup and installation overview
Widget Settings section
Widget Admin Settings section
Widget Customize Text section
Widget Contact Form section
Custom Widget Styles
Widget 2.0 installation
Advanced Widget setup & methods
Add spam protection to Widget 2.0 Contact Tab
Open widget to specific tab
Hide one of the Widget 2.0 tabs
Custom Widget Javascript
Open widget to a specific article or category
Use Widget 2.0 on Single Page Applications
Prepopulate Widget 2.0 Contact Form fields
Widget methods and functions dictionary
Display the widget in your own div wrapper
Use widget for contextual help
Widget contextual help overview
Contextual help widget configuration
How to format your recommended page paths
Recommend an article or category in contextual help
Update an existing recommended page
Remove an existing recommended page path
Change the order of the Recommended tab
Widget authentication
Widget authentication--when and how to use it
Widget 2.0 JWT authentication
Widget 2.0 OAuth2 authentication
Upgrade from older widgets
Modern Widget vs. Widget 2.0 Comparison
Transition checklist: from Modern Widget to Widget 2.0
Required Reading
Required Reading feature overview
Set up Required Reading
Turn on Required Reading
Add the required reading flag to your article template
Add the required reading flag to your Right Column template
Add the acknowledgements section to your article template
Change the Required Reading text
Add a Required Reading link to Table of Contents
Add a Required Reading article list to your homepage
Add or remove required articles
Make individual articles required
Bulk edit articles to make them required reading
Retrigger the same article for new acknowledgment
Remove requirement or start date
Required Reading instructions for readers
Required reading overview for readers
Access the Required Reading page
View Required Reading reports
Notifications
Email notifications
Overview
Create a new email notification
Edit an email notification
Delete an email notification
Available email notification events
Updated
Slack notifications
Slack notification overview
Create a new Slack notification with the KnowledgeOwl app for Slack
Create a new Slack notification with a custom Slack app
Edit a Slack notification
Delete a Slack notification
Available Slack notification events
Updated
Microsoft Teams notifications
Webhook notifications
SMTP
SMTP feature overview
Create an SMTP service
Create a new SMTP service: Basic authentication
Gmail for two-factor authentication
Create a new SMTP service: Microsoft OAuth2
Why does authorizing my SMTP OAuth2 connector return an immediate error?
Why does my SMTP OAuth2 authorization succeed but test emails still fail?
Create a new SMTP service: Unauthenticated
PDFs
PDF overview
Individual article PDFs
Standard PDF export (Full PDF Download)
Custom PDF exports
Styling PDFs
Hyperlinks in PDFs
PDF Watermarks and Passwords
HTML Zip export
Overview
Generate an HTML Zip export
HTML export on Windows missing categories
SEO guide
Get started
Best practices
KnowledgeOwl SEO features
Promote your knowledge base
Make your knowledge base public
Generate your sitemap
Optimize your homepage
Custom title tags and meta descriptions
Public Sitemaps and SEO
Duplicate content
Prevent search engines from indexing your site and content
Measure SEO performance
Google Search Console
Modern & Legacy Contextual Help Widget (deprecated)
How the widget works
Installation
Use the Modern Widget for Contextual Help: Recommend on Pages
Modern Slideout Widget Authentication with OAuth2
Use the Modern Slideout Widget on Single Page Applications
Modern Widget + Zendesk Contact Form fix email address dropdown
Deprecation of Modern & Legacy widget
Search
Search feature overview
Set up search
General search settings
General settings overview
Enable semantic search
Pagination
Sorting
Filter by category
Article preview text
Exclude category
Shared content articles
Glossary page
Glossary definition search results
Change search text and styles
Keywords
Keywords overview
Language
Fuzziness
Typeahead (autosuggest)
Keyword search fields and weights
Search testing
Synonyms
Intro to synonyms
Create a synonym
Edit a synonym
Delete a synonym
Large PDFs
Search your knowledge base
Keyword search
Keyword search overview
Typeahead (autosuggest) search
Full search results
Exact match searches
Typeahead (autosuggest) versus full text search
Sort search results
Unsupported search characters
Tag search
Tag search overview
Tag search case sensitivity
Save a tag search
Tags versus search phrases
Sort tag search results
Optimize search
Optimize search intro
Use search settings
Use indexed fields well
Use search field weights
Use search phrases
Use synonyms
Use Searches with no results
Run a search reindex
Run a required search reindex
Run an optional search reindex
Delayed reindex
Search FAQs
Why isn't my category showing up in search results?
How do I add keywords to my article?
Why doesn't search work for unhyphenated versions of hyphenated words?
Can I exclude an entire category--and all its articles--from search?
Why doesn't my shared content article show in search results?
Use Google Custom Search Engine in KnowledgeOwl
How search works: Advanced
Search basics
Indexing
Stemming
Search relevance scoring
Reporting and analytics
Owl Analytics
Owl Analytics feature overview
Set up Owl Analytics
Owl Analytics setup
Owl Analytics privacy & compliance settings
Turn off Owl Analytics
Purge all analytics data
Use Owl Analytics reports
Owl Analytics quick start
Readers reports
Overview report
Logs report
View visitor profile
Readers report
Locations report
Row evolution graph
Segmented visits log
Behavior reports
Pageviews report
Searches report
Entry pages report
Exit pages report
Page titles report
Downloads report
Transitions report
Filter, search, & export reports
Use the Period filter
Use the Audience filter
Search an Owl Analytics report
Export data from Owl Analytics
Export data from Owl Analytics programmatically
Owl Analytics Export API
Export API setup
Export API quickstart
Owl Analytics Export API endpoint
Which report format do I need?
Create new Export API tokens
Delete Export API tokens
Export API token best practices
Owl Analytics key concepts
Action
Actions per visit
Average page load time
Average time on page
Bounce/bounce rate
Download
Entry page
Exit/Exit rate
New visitor
Outlink
Pageview
Referrer
Returning visitor
Unique pageviews
Unique download
Unique visitor
Visit
Visitor
Broken links report
Reporting Dashboard
Overview
Your Knowledge Base at a Glance
Article Ratings Report
Popular Articles report
Published Articles with 0 Views
Searches with no Results
Reset article views in the Popular Articles report
Contact form reporting
Overview
Contact Form Activity
Search Activity
Export searches to CSV
Page Breakdown
Widget reporting
Widget reporting overview
Articles Viewed from Remote Pages
Recommended Article Weights
AI chatbot reporting
Overview
Owl Intelligence credits
Daily usage statistics
Questions from readers
Comments reporting
Overview
View comments pending approval
Approve or delete comments
Who can view, approve, and delete comments?
What happens when I approve a comment?
What happens when I delete a comment?
Create a CSV export of your Comments report
Required reading reporting
Required reading reporting overview
Reading the Required Reading Report
Third-party analytics
Set up third-party analytics
Search term analytics
Reader-specific analytics
Security and permissions
KB visibility and access
Create a public knowledge base
Create a public knowledge base with some private content
Create a private knowledge base
Create a private knowledge base with different content for different readers
Restrict content to logged in readers
Restrict by IP address, shared passwords, reader logins, or a combination
Convert a private knowledge base to mixed public and private
Advanced security options
Require login to view files/images
Spam protection
HTTP response headers
Basic authentication
Change authentication type for image / file security
Author management
Author overview
What is an author?
Author permissions
Author login type
Set up authors
Edit authors and permissions
Reset an author password
Add an author
Delete an author
Export a list of authors
Author roles & custom roles
Default author roles
Create a custom author role
Available custom role permissions
Author teams
Author teams overview
Create and administer author teams
Create author teams
Change the order of author teams
Edit and delete author teams
Use author teams in content
Restrict content to author teams
Inherited author team restrictions
Remove author team restrictions
Author FAQs and troubleshooting
Can authors share logins?
What happens when I delete an author?
Can multiple authors work on the same article?
Author email delivery issues
Why is this email address saying it's on a suppression list?
Reader management
Readers and reader filters
Readers page overview
What's the difference between an author and a reader?
Enable reader logins
Create a reader
Create readers in bulk
Search for readers
Create a custom reader filter
Edit a custom reader filter
Delete a custom reader filter
Edit readers in bulk
Restore a deleted reader
Purge deleted readers
Reader Groups
Reader Groups overview
Set up Reader Groups
Create a reader group
Auto-assign groups by email rules
Delete a reader group
Use Reader Groups in content
Restrict content to logged in readers
Test reader group access
Content that supports reader group restrictions
Content with multiple reader groups
Check if an article or category is restricted to reader groups
How inherited reader groups work
Use Reader Groups in style/theme display
Reader emails
Customize your reader welcome emails
Customize your reader password reset emails
Configure SMTP for reader emails
How custom SMTP from/reply impacts the email template from/reply to fields
Reader email delivery issues
Reader security, passwords, and login options
Reader password security
What's the difference between admin managed and self-administered reader passwords?
Set up self-administered reader options
Allow Google log in for readers
Allow readers to log in through SSO
Help readers reset their passwords
Reader signups
Overview
Turn on reader signups
Change the default text of the reader signup form
Add custom fields to the reader signup form
Approve or deny single new reader
Approve or deny multiple readers
Auto-assign new readers to groups upon signup
Single Sign-On (SSO)
Single sign-on (SSO) overview
SSO options for different knowledge base setups
Set up SAML SSO for authors
SSO FAQs
Update your x509 certificate
Opening links to SSO knowledge bases from Microsoft Office
SAML SSO instructions
SAML SSO setup overview
Configure SAML SSO (generic instructions)
Configure SSO with Active Directory Federation Services (AD FS)
Configure SSO with Azure Active Directory (Azure AD)
Configure SAML SSO with Okta
Configure SSO with Google Workspace
SSO Advanced options
SAML attribute map
Custom attribute map rules
Missing SSO ID mapping warning
Auto-Assign Groups By Email Rules (SSO Edition)
Remote authentication instructions
Overview
Prerequisites
Enable remote authentication
Create your remote auth token request and script
Salesforce SSO instructions
Salesforce configuration intro
Step 1: Enable Salesforce SSO in KnowledgeOwl
Step 2: Create LoginController apex class in Salesforce
Step 3: Add the Remote Site in Salesforce
Step 4: Create a Visualforce page in Salesforce
Step 5: Create final apex classes in Salesforce
Security, privacy, and compliance
Consensus Assessments Initiative Questionnaire (CAIQ)
Cookie declaration
Privacy policy
Data Processing Addendum (DPA)
GDPR
Maintain GDPR compliance with your own data
HIPAA compliance
List of Sub-processors
Knowledge base backup
Payment card industry (PCI) compliance
Required IP addresses
Security and reliability
Supported cipher suites
Uptime SLAs
Vulnerability Disclosure Policy
AI security and privacy at KnowledgeOwl
Account and billing
Plans & pricing
30-day free trial
Pricing model
How can I buy extra AI credits?
Plans
Fair pricing policy
Priority support
Subscription add-ons
Payments & billing info
Payment options
Discounts
Update payment method
View past payment receipts
How we calculate sales tax
Change your billing email address
Resolve failed payment or overdue account
Change plan
Add and remove knowledge bases
Create an additional knowledge base
Copy a knowledge base
Delete a knowledge base
Remove an unused knowledge base slot
Add and remove author seats
Add an author seat: Automatic payments
Remove an author seat: Automatic payments
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SLAs
Overview
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System requirements and supported browsers
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KnowledgeOwl W-9
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Customer referral program
Integrations, API, and webhooks
Integrations
Slack
Zapier
Send Contact Form submissions to Google Sheet via Zapier + webhooks
Prerequisites
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Zapier and the KnowledgeOwl API
Prerequisites
Quickstart
Tutorial
More use cases
Zendesk
Install Zendesk App
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Ottokit
Userlane
API
Use the KnowledgeOwl API
Introducing the KnowledgeOwl API
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Find your knowledge base ID or project ID
Pagination and limiting results
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Query operators
API calls in snippets
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How to work with APIs
Introduction
What is an API?
What is a REST API?
Calling an API: terminology and tools
Calling an API: curl
Calling an API: Postman
Learn more
Cookbook: examples with curl and Postman
Cookbook usage instructions
Create a category with the API
Upload and edit files
Update version metadata
Cookbook: code samples
Create a list of articles from a specific category
Webhooks
Webhooks overview
Create a webhook notification
Edit a webhook notification
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Available webhook events
Updated
Webhook API calls
Learning resources
Getting Started Guide
Intro to KnowledgeOwl
Before you start
Set up your account
What is a knowledge base?
How are KnowledgeOwl knowledge bases structured?
The KnowledgeOwl app vs. a knowledge base
Get oriented in the app
Get started with a new knowledge base
Purpose & audience
Create a Knowledge Base Brief
Look & feel
Set up your domain
Configure your KB access
Decide which features to use
Determine your content hierarchy
Author roles and permissions
Version guidelines
Reporting and analytics
Content audit cycle
Create a style or author's guide
Document your knowledge base's setup
Explore features
Intro
Reader-related features
Integration-related features
Author-related features
Permissions-related features
Transition to KO from another tool
How to start your knowledge base
2 minute demo video
Common trial questions
Video library
2 minute demo of KnowledgeOwl
How to start building your knowledge base
Articles & Categories - the very basics of your knowledge base
Do you need a private, public or mixed use knowledge base?
Readers vs. Authors
Search feature overview
Tips for setting up a customer-facing knowledge base
Fave features: Glossary, Favoriting and Comments
Contextual help widget demo
How to set up a knowledge base with both private and public content
Reporting feature overview
Product Newsletter video archive
July 2023
August 2023
September 2023
October 2023
November 2023
Wisdom Wednesday Archives
Get the most out of search
Working with inline and side-by-side images
Kate's tags + manage articles process for fast documentation updates
Get the most out of Glossary
How to update files and images
New theme updates
Intro to file references
Customize text tool
Sharing files: embeds, links, URL redirects, oh my!
Icon panel subcategory display option
Get the most out of topic display categories
Three use cases for snippets
Driving reader engagement: A scavenger hunt (aka the Knowledge Games)
Article favorites
Tabs display
Versions part one
Versions part two (review and activation)
Customize text article template
Advanced search walkthrough
Glossary feature overview
Wisdom Wednesdays
Overview
September 27th: SMTP changes and Microsoft OAuth2 SMTP
Advanced Search walkthrough (Aug. 30th)
Use the Customize Text tool to change your article template (July 5th)
Version review and activation (June 7th)
Versions & revisions (May 24th)
Topic display category tabs layout (April 26th)
Article Favorites (April 12th)
Guest presentation on a reader Scavenger Hunt (March 29th)
Three use cases for snippets (March 15th)
Get the most from topic display categories (March 1)
Give your knowledge base a makeover with icon panels subcategory display (Feb. 15th)
Sharing files: embeds, links, and URL directs, oh my! (Feb. 1)
Customize Text Tool (Jan. 18th)
Intro to File References (Jan. 4th)
New theme updates! (Dec. 14th)
How to update images & files (Nov. 30th)
Use tags + Manage filters for fast docs updates/audits (Nov. 16th)
How to get the most from glossary (Oct.26th)
In-line and side-by-side images (Oct. 19th)
Get the most out of search (Oct. 12th)
Broken Links Report (Oct. 5th)
Release notes
Spread the word
Your review makes a real difference
G2
Capterra
SoftwareReviews
Owlcademy
Updated articles
Salesforce SSO instructions
Last updated: 07/21/2026
in
Security and permissions
Single Sign-On (SSO)
Step 4: Create a Visualforce page in Salesforce
Last updated: 07/21/2026
in
Security and permissions
Single Sign-On (SSO)
Salesforce SSO instructions
Follow these instructions to create a Visualforce page in Salesforce.
Step 3: Add the Remote Site in Salesforce
Last updated: 07/21/2026
in
Security and permissions
Single Sign-On (SSO)
Salesforce SSO instructions
Learn how to add KnowledgeOwl as a Remote Site in Salesforce.
Step 1: Enable Salesforce SSO in KnowledgeOwl
Last updated: 07/21/2026
in
Security and permissions
Single Sign-On (SSO)
Salesforce SSO instructions
Learn how to enable Salesforce Single Sign-On (SSO) in KnowledgeOwl.
Step 5: Create final apex classes in Salesforce
Last updated: 07/21/2026
in
Security and permissions
Single Sign-On (SSO)
Salesforce SSO instructions
Finish your Salesforce SSO configuration by creating these final apex classes.
Step 2: Create LoginController apex class in Salesforce
Last updated: 07/21/2026
in
Security and permissions
Single Sign-On (SSO)
Salesforce SSO instructions
Follow these instructions to create the LoginController apex class in Salesforce as part of your Salesforce SSO setup.
Cookbook: examples with curl and Postman
Last updated: 07/21/2026
in
Integrations, API, and webhooks
API
A set of curl examples, along with a Postman collection you can import and try out. The examples show simple tasks you can do with the API without additional code.
Create a category with the API
Last updated: 07/21/2026
in
Integrations, API, and webhooks
API
Cookbook: examples with curl and Postman
Learn how to create a category via the API.
How to work with APIs
Last updated: 07/21/2026
in
Integrations, API, and webhooks
API
Learn more about what APIs are and how to work with them.
Calling an API: curl
Last updated: 07/21/2026
in
Integrations, API, and webhooks
API
How to work with APIs
Learn the basics of calling an API by using curl.
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