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Enable or disable content for Fin and Copilot
Enable or disable content for Fin and Copilot

How to give Fin and Copilot access to content which can be used to generate AI answers for customers and teammates.

Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated this week

Criteria for Fin content

  • Public articles - need to be part of a live help center, in a collection, and published to be enabled for Fin AI Agent and Copilot.

  • Other content types - only need to be added to Knowledge and then they can be enabled for Fin AI Agent and Copilot.

Enable/disable content for Fin or Copilot in bulk

You can take bulk actions to enable/disable content for Fin or Copilot from the Content page in Knowledge.

Simply select the content and then click on Change AI Copilot state or Change AI Agent state.

Enable/disable individual content items for Fin or Copilot

You can also change the Fin and Copilot state from the Details panel when you're editing or creating new content in Knowledge.


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