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.
Schedule content availability for Fin and Copilot
You can schedule when Snippets, Internal Articles, and Documents (External Content) turn on or off for Fin AI Agent and Copilot, at a future date, time, and timezone. Set a start date only, or set both a start and end date to create a time-limited availability window. Scheduling applies to individual items or in bulk.
Schedule a single content item
Go to Fin AI Agent > Train > Content and open the content item.
In the right-hand "Details" panel, find the Scheduling section within the Fin dropdown.
Click Schedule availability.
In the modal: select the AI product, set availability (Enable or Disable), and pick a date, time, and timezone.
Optionally toggle Set end date to add an end date and time — the action reverses automatically at that point.
Click Schedule to confirm.
Bulk schedule content availability
Select multiple content items from the content list.
Go to the More actions dropdown and select Schedule availability.
The same scheduling modal applies to all selected items.
Filter scheduled content
Use scheduled availability to filter your content list and see all items with a pending schedule.
How scheduling works
Start date only: The enable/disable action fires at the scheduled time and stays in effect until you manually change it.
Start + end date: Content turns on (or off) at the start time, then automatically reverts at the end time.
Manual changes don't cancel a pending schedule: If you manually toggle availability after setting a schedule, the scheduled transition will still fire at its scheduled time and override your manual change.
One pending schedule per item per agent: Setting a new schedule replaces the previous one — no duplicates.
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