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Search, filter and find content, and take bulk actions
Search, filter and find content, and take bulk actions

How to easily find content in the Knowledge Hub and apply bulk actions such as changing the audience or folder.

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

By importing and enabling your support content, you've laid the foundation for excellent customer support. But things change and content can go out of date fast.

This article explores how to manage content in Knowledge Hub so when customers, Fin, or you are looking for an answer, it's always the right one.

All of your internal and external support content can be found within the Knowledge Hub under Content.


Search, filter and find content

To search all content within the Knowledge Hub, use the search bar at the top of the Content page to enter keywords and filter by content type.

Add more filters to refine your search, including filtering by:

  • All content types:

    • AI Agent state

    • AI Copilot state

    • Created by

    • Date

    • Language

    • Last updated date

    • Tag

  • Public article:

    • Help Center collection

    • Help Center name

    • Help Center state

    • Written by

To search within a specific folder, open that folder and then use the search bar at the top of the page.


Take bulk actions on content

You can take bulk actions on multiple content items or folders at once from the Knowledge Hub.

From the Content page, select the items and then choose from the actions at the top, including:

  • Change AI Agent state

  • Change AI Copilot state

  • Update tags

  • Change Fin audience

  • Change language

  • Move to folder

  • Delete

  • Change article status

  • Change written by

  • Move Help Center collection

Folders and their contents can also be bulk deleted from the side menu.

Note:

  • Synced content won't be deleted, it has to be removed from Sources.

  • Some bulk actions can only be applied to certain content types (e.g. bulk updating an article status will only work for public articles).

  • If a mixture of content types has been selected and a bulk action has been applied, the action will only be applied to the eligible content items and a banner will be displayed to let you know how many items it was applied to.

  • Bulk actions can sometimes take up to several minutes to be applied depending on the volume of items selected.

See the table below for available bulk actions for each content type:

Bulk action

Public Article

Internal Article

Webpage

Snippet

PDF

Folder

Change AI Agent State

Available

Available

Available

Available

Available

Not Available

Change AI Copilot State

Available

Available

Available

Available

Available

Not Available

Update Tags

Available

Available

Available

Available

Available

Not Available

Change Fin Audience

Available

Available

Available

Available

Available

Not Available

Move to Folder

Available

Available

Available

Available

Available

Available

Change Article Status

Available

Not Available

Not Available

Not Available

Not Available

Not Available

Change Written By

Available

Available

Not Available

Available

Not Available

Not Available

Move Help Center Collection

Available

Not Available

Not Available

Not Available

Not Available

Not Available

Change Language

Not Available

Available

Available

Available

Available

Not Available

Delete

Available

Available

Not Available

Available

Available

Available


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