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Review knowledge articles created by the Customer Knowledge Management Agent (preview)

[This article is prerelease documentation and is subject to change.]

You can review knowledge articles created by the Customer Knowledge Management Agent. When you resolve a case, the Customer Knowledge Management Agent creates a new article based on your case, if the agent determines that it fills a knowledge gap.

Important

Prerequisites

  • Your administrator has configured Review permissions.
  • You're using out-of-the-box timeline.

Review knowledge articles

  1. For a resolved case, go to the case Timeline.
  2. Select the Suggested actions tab. The Suggested actions tab appears only if there is a suggested action.
  3. Select Review draft.
  4. In the Review knowledge draft (preview) dialog that appears, you can review and edit the article and make any rich text edits.
  5. Optionally, you can use Copilot to automatically edit the article by entering instructions in Revise with instructions and then select Re-generate. For example, you can prompt Copilot to make the content more concise, and then select Re-generate.
  6. Select Mark as reviewed. Or, if you have the required permissions, you can select Split and publish the article.

Manage Customer Knowledge Management Agent (preview)