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Enable or disable content for Fin and Copilot

How to give Fin AI Agent and Copilot access to content which can be used to generate AI answers for customers and teammates.

Updated over 2 weeks ago

Criteria for Fin content

  • Imported public articles - need to be part of a live help center, in a collection, and published to be enabled for Fin AI Agent and Copilot.

  • Other content types - only need to be added to Content section and then they can be enabled for Fin AI Agent and Copilot.

  • Internal Articles- cannot be enabled for Fin AI Agent.

Enable/disable content for Fin or Copilot in bulk

You can take bulk actions to enable/disable content for Fin AI Agent or Copilot from Train > Content.

Simply select the content and then click on AI Agent state or Copilot state to enable/disable it.

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 in Train > Content.

Internal articles are designed for internal use only and cannot be enabled for Fin AI Agent.

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