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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 over a week ago

Criteria for Fin content

  • Public articles - must be published, and your Help Center must be set live for them to be enabled for Fin AI Agent and Copilot. They do not need to be in a collection.

  • 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.


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