Manage existing content for AI AgentUpdated 2 hours ago
Who can use this feature?
Keeping your brand’s content accurate and up to date is essential to provide excellent customer support, and to increase AI Agent’s accuracy and coverage.
This article explains how to manage your content in Gorgias so that your team, your customers and AI Agent can always find the right answers.
- Search, filter and find content
- Enable and disable content
- Duplicate guidance
- Keep content as a draft
- Update synced content
- Delete content
- Take bulk actions to update content
Search, filter and find content
All of your content can be found on the Knowledge page in your AI Agent settings (go to AI Agent > Knowledge).
To find content, use the search bar at the top of the page to enter keywords and filter by source (Guidance, Help Center articles, Store website, URLs or Documents).
- From the main menu, go to AI Agent, then click Knowledge.
- Enter a keyword in the search bar.
- Select a content type at the top of the page, or click Add filter to further narrow your results.
You can use the following filters refine your search:
| Filter | Description |
|---|---|
| Content source | Show content from a specific source, including:
|
| Last date updated | Show content based on when it was last updated, including:
|
| In use by AI Agent | Show content based on whether it’s currently enabled or disabled for AI Agent to use as knowledge |
| Intent | Show content based on the type of tickets where it was used by AI Agent. For example, filtering by the intent Return/Status will show all content that AI Agent used to answer tickets about the status of returns. |
Enable and disable content
You can enable or disable content to control which information AI Agent uses to generate responses for customers.
Select any content from the list on the Knowledge page to open its Details, then click the In use by AI Agent toggle to enable or disable it. You can also enable or disable multiple pieces of content at once.
Duplicate Guidance
If you want to re-use or modify an existing Guidance, you can duplicate it rather than create a new one from scratch. This is especially useful if you have more than one Shopify store where AI Agent is active and you want to copy content from one store to another.
- From the main menu go to AI Agent, then click Knowledge.
- Select the checkbox next to one or more Guidance.
- Click Duplicate. If you have more than one store connected to Gorgias, select the store that you want the duplicated Guidance to belong to.
- Click Apply to finish.
Keep content as a draft
If you have a published help center article or guidance that you want to edit without making your changes live, you can create a new draft version.
Any changes you make to an existing article or guidance (no matter how big or small) are automatically saved as a new draft. You can keep a draft of your changes to return to later. The published version of your article remains unchanged until you publish and replace it with your draft.
AI Agent does not use drafts in real customer conversation, but you can test drafted content with AI Agent before publishing it.
- From the main menu, go to AI Agent, then click Knowledge
- Select a published article or guidance, then click Edit
- Edit the content of the article or guidance to create a new draft
Update synced content
If information from your store website or a URL has changed, you’ll need to re-sync it so that AI Agent has access to the most recent version of these sources.
- From the main menu, go to AI Agent > Knowledge.
- Select your store website or a URL from the list of content.
- Click Sync store website or Sync URL in the top-right corner to re-sync the content.
Learn more about managing synced content.
Delete content
To remove content from your Knowledge, you can delete it. Once content is deleted, it cannot be restored.
- If the content was enabled for AI Agent, then AI Agent will no longer use it in future conversations with customers.
- If you delete a published help center article or guidance, you also delete the draft version of the content, if there was one.
- If you no longer want AI Agent to use a specific snippet generated from your store website, a document or URL, you can disable the snippet instead. Deleting a document or URL removes all its snippets from Knowledge (your store website cannot be deleted).
To delete content:
- From the main menu, go to AI Agent, then click Knowledge.
- Select the checkbox next to one or more items that you want to delete.
- Click Trash in the top-right corner.
- Click Delete to confirm.
Take bulk actions to update content
You can take bulk actions to update multiple pieces of content at once, including deleting, duplicating, and enabling or disabling content for AI Agent.
- From the main menu, go to AI Agent, then click Knowledge.
- Select the checkbox next to each piece of content that you want to update.
- Choose from the actions at the top of the page, including: Delete, Duplicate and Enable or Disable for AI Agent.
Some bulk actions can only be applied to certain content types. If you select a mixture of content types, you may not be able to use a bulk action until you select only the content types that are eligible.
Review the table below for available bulk actions for each content type:
| Content type | Delete | Duplicate | Enable/Disable for AI Agent |
|---|---|---|---|
| Guidance | Yes | Yes | Yes |
| Help Center articles | Yes | Yes | Yes — update the article’s visibility (public or unlisted) to change whether AI Agent can use it. |
| Store website | No | No | Yes |
| URLs | Yes | No | Yes |
| Documents | Yes | No | Yes |