# Knowledge Base: Articles

ARTICLES

Articles are created and managed from inside a folder. Click a folder's card to
see its articles; use Back to folders to return.


CREATE AN ARTICLE

 1. Go to Data - Knowledge base

 2. Open the folder the article belongs to.

 3. Click New article. The folder is already selected.

 4. Enter a Title (up to 60 characters) and the Content. The word count shows
    under the content.

 5. Leave Status on Active if agents should use it now.

 6. Click Save. You return to the folder.

Every article must have a folder. New article isn't available inside an inactive
folder.






EDIT OR MOVE AN ARTICLE

Click the pencil icon on the article's card, make your changes and click Save.
To move it, choose another folder in the Folder field. The move applies to AI
agent searches immediately.


ACTIVATE OR DEACTIVATE AN ARTICLE

Use the switch on the article's card, or the Status switch in the form. AI
agents only use active articles; inactive ones stay in the knowledge base but
aren't searched.


DELETE AN ARTICLE

Click the trash icon on the article's card and confirm. Deleting is permanent.


ARTICLES SYNCED FROM AN INTEGRATION

Articles imported from Zendesk, Intercom, Helpshift or Notion show a Synced
label. Their content is managed in the source tool, so in Oversai:

 * They always stay in their integration's folder.

 * The title, content and folder are read-only. The card shows a View icon
   instead of Edit.

 * Only the status can be changed: use the switch on the card or in the
   article's view.

To change the text of a synced article, edit it in the source tool; the next
sync updates it.


LIMITING AN AI AGENT TO FOLDERS

An agent with knowledge base search turned on searches every active article,
unless you pick folders for it.

 1. Open AI Agents, then the agent you want to change.

 2. In Capabilities, turn on Search knowledge base.

 3. In Knowledge base folders, select one or more folders. Leave it empty (it
    shows All articles) to search everything.

 4. Click Save.

Search knowledge base

Knowledge base folders

The agent searches

Off

Any

Nothing

On

Empty (All articles)

Every active article

On

Billing, Returns

Only active articles in Billing and Returns

Only active folders can be selected. While a folder is selected by an agent, it
can't be deleted or deactivated; remove it from the agent first.


WHO CAN DO WHAT

Folder management is available to organization admins in companies with the
Knowledge base feature. Buttons you don't have permission for are hidden.

Action

Required access

See folders

Read knowledge base folders (org admin)

Create or edit folders

Write knowledge base folders (org admin)

Delete folders

Delete knowledge base folders (org admin)

Create, edit or move articles; change status

Write knowledge base articles

Delete articles

Delete knowledge base articles

Choose an agent's folders

Edit AI agents


TROUBLESHOOTING

You see

Why

What to do

"The folder can't be deleted because it contains 3 article(s)"

The folder isn't empty

Open View folder articles and move each article to another folder

"…it is attached to the AI agents: Support bot"

An agent still uses the folder

Remove the folder from those agents' Knowledge base folders, then retry

Can't deactivate a folder

It has articles or is used by an agent

Same as above: empty it and detach it first

No New article button in a folder

The folder is inactive

Edit the folder and turn Active on

Title and content are greyed out

The article is synced from an integration

Edit it in the source tool; only the status can change here

A folder is missing from an agent's folder list

Only active folders are listed

Activate the folder

An agent ignores an article

The article is inactive, or outside the agent's folders

Turn the article on, or add its folder to the agent