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Documentation

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Connect an AI assistant

Your AI assistant can read this documentation directly, so it answers from the current content instead of guessing. Add one of the servers below to your client — they use the Model Context Protocol (MCP). Each one covers a different body of content, so add the one you need.

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Overview

The Overview is a landing page for knowledge managers and contributors that displays a grid of cards, each listing up to three items with links to see more. Knowledge managers (Knowledge Managers and Administrators) get one set of cards and contributors get another. Each card only shows to users with the rights it needs.

Overview for a knowledge contributor

Before you begin

  • You must have the Knowledge Administrator, Knowledge Manager, or KnowledgeContributor role to access the Overview.
  • If you have more than one of the roles listed above, you will only see the cards for the highest role you have. For example, if you are a Knowledge Manager and a Knowledge Contributor, you will only see the Knowledge Manager cards.
Card Who Each item shows Links and buttons
Pending my approval Knowledge managers Article title, how many days it has waited (colored by age: 0–1 days: green, 2–4 days: yellow, 5–9 days: orange, 10+ days: red), author and knowledge base. Oldest first View all pending approvals (only when some are waiting)
Due for review Knowledge managers Article title, knowledge base, reviewer and due date. Soonest first. Opens the article’s Reviews tab
My reviews Contributors Article title, knowledge base and due date. Soonest first. Opens the article’s Reviews tab
Latest articles Knowledge managers Article title, knowledge base, status, author and date created. Newest first New Article
My articles Contributors Article title, status and knowledge base. Most recently updated first New Article
Knowledge Bases Knowledge Administrator Name, number of articles and when last updated. Most recently updated first Knowledge managers: View all knowledge bases, New Knowledge Base
My knowledge bases Knowledge Managers, Contributors Name, number of articles and when last updated. Most recently updated first View my knowledge bases
Most recently updated articles Contributors Article title, knowledge base, author and when last updated Browse articles
Analytics Knowledge Managers Chart: “Most viewed articles (last 7 days)” View more analytics
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