Before you start
- Articles land in a folder. Onboarding created Business Knowledge Base; create more folders if different agents need different knowledge, because agents are given access folder by folder.
- Owners, Admins and Managers can create, edit, publish and delete articles. Agents and Viewers can only read them. Publish needs permission to publish; see Team and roles.
Create a folder
1
Click New folder
In the header of Knowledge, click New folder.
2
Name and describe it
Enter a Name (for example, Shipping and returns) and a Description. The description is shown to the agent so it can decide when to search this folder, so write what kind of questions it answers: Delivery times, shipping fees, and how to return or exchange an order.
3
Create it
Click Create folder. You see Folder created and the page opens inside the new folder, so anything you add next lands there.
To change a folder later, pick it in the folder picker, open the ⋯ menu next to the picker and choose Rename folder. You can change the name and the description, then click Save folder. Changes to a name or description reach an agent that already uses the folder the next time you save and publish that agent; see Connect knowledge to an agent.
Write an article from scratch
1
Pick the folder
Choose the folder in the folder picker so the article is created there. On All folders, a written article goes to your oldest folder.
2
Create the article
Click New article → Write from scratch. A blank draft opens.
3
Write
Type the title in the Article title field (it reads Untitled article until you do) and the content below it. The toolbar offers Bold, Italic, Strikethrough, Heading 1, Heading 2, Bulleted list, Numbered list, Quote, Code block, Link, Undo and Redo. You can paste from another document; formatting that Popcorn cannot keep is dropped.
4
Save the draft
Nothing is saved while you type. Once you have edited, a bar across the top reads Unsaved changes: click Save draft (you see Draft saved) or Discard to drop your edits. A saved draft is still not used by the agent.
shop.com/faq gets https:// added. Only web addresses and email links are accepted, otherwise you see Use a web address, like https://yourstore.com/faq. Remove link takes a link off the selected text.
Import from a link
1
Open the import dialog
Click New article → Import from a link. The dialog explains: “We’ll fetch the page and turn it into a draft article you can edit. Your agent won’t use it until you publish.”
2
Enter the page address
Paste the full address under Page link, such as
https://example.com/help/shipping. With more than one folder, choose where it goes under Add to folder.3
Import
Click Import. Popcorn fetches the page and opens it as an editable draft. The page title becomes the article title.
http:// or https:// shows Enter a full URL, starting with https://. If the page takes longer than 25 seconds to fetch, the import stops and you can try again. Pages that need a login, block automated access, or contain no readable text also fail; see Troubleshooting.
Upload a document
1
Choose where it goes
Pick the folder first, then click New article → Upload a document. If you have more than one folder and are on All folders, a dialog asks you to pick a folder under Add to folder and click Choose file. Otherwise the file picker opens straight away.
2
Pick the file
Supported: PDF, Word (
.doc, .docx), plain text (.txt), CSV, JSON and HTML, up to 20 MB.3
Review the draft
Popcorn extracts the text and opens it as a draft. The file name is kept in Attached source (N). Extraction stops after 25 seconds.
See what the agent reads
Click See what your agent reads in the article header to open How your agent reads this article. It shows the article split into numbered passages (“Passage 1”, “Passage 2”), the pieces the agent matches against when it searches. If the passage that mentions a fact is dominated by other topics, move that fact to its own article or heading so it gets a passage of its own. If you have unsaved edits, Popcorn saves them as a draft first so the preview matches the screen. The preview never changes what the agent uses.Publish
1
Click Publish
In the article header, click Publish. You do not need to click Save draft first; unsaved edits are saved as part of publishing.
2
Confirm
The dialog Publish this article? explains: “Your agent starts answering from this version. Later edits stay in a draft until you publish again.” Click Publish.
- The draft becomes a numbered version (Version 1, Version 2, and so on).
- The badge reads Publishing… and a toast says Publishing. Your agent will use these changes in a moment. The agent keeps answering from the previous version until the new one is ready, then switches in one step, so there is no gap. When it is ready you see Published. Your agent now uses this version.
- If it takes longer than about three minutes, a banner reads Still publishing with Check again.
- If it fails, the badge reads Publish failed and a banner says “Couldn’t publish this version. Your agent is still using the previous version.” Click Publish again.
- The line under the title changes to Last published by you on date. Your next edit starts a new draft and the agent keeps using the version you published until you publish again.
Versions
Click History to open Version history: “Every published version is kept. Compare any version with the latest, or restore one as a new draft.” Versions are listed newest first, 10 per page. Each row shows the version number with Published or Draft, who published or last edited it and when, and Compare and Restore buttons. The newest version has neither button.- Compare shows what changed between that version and the latest, under Comparing Version N with Version M; Back to history returns to the list. Versions with identical content show These versions have the same content. and very long articles show This article is too long to compare here.
- Restore opens Restore version N?. Confirm with Restore version and Popcorn creates a new draft from that version (“Restored as a draft. Review it and publish when ready.”). Your live answers do not change until you publish the restored draft. If you already have unpublished edits, the dialog warns that restoring replaces them with a copy of the chosen version. Restoring needs permission to edit (You don’t have permission to restore versions otherwise).