Find, edit and turn off knowledge
Updated
- Sources lists everything as folders. Search by title, or by #tag.
- Click an item to read it. Edit the text and save; agents use the new version straight away.
- Switch an item off to keep it but stop agents using it. Switch it back on any time.
- An item can have an end date, after which agents stop using it. Handy for a seasonal offer.
- Delete an item to remove it for good.
Items your agents added
Agents can save useful facts they learn while working. These show as New · by the agent's name until you open them, so you can check them. When an agent spots that a fact looks out of date, it suggests a correction and asks you first.
Still stuck? Email info@simurg.me