# Atlas - ClearFeed Native Knowledge Base

Atlas is ClearFeed’s built-in knowledge base that lets your team create, manage, and publish help content for your customers. You can use Atlas to host a public knowledge base, manage articles with roles and permissions, and apply basic branding and navigation customization.

Atlas includes:

* A public knowledge base site for your customers
* An admin dashboard for creating and managing content
* Support for articles, categories, tags, and media
* Basic theme and navigation customization
* Role-based access for your team (Admin and Editor)

{% hint style="info" %}
Atlas is available on accounts using the **External Helpdesk** product edition.
{% endhint %}

Atlas can also be used as a **Knowledge Source for ClearFeed AI Agents**, allowing your agents or virtual agent to answer questions using content from your knowledge base.

## Accessing Atlas

Atlas has two interfaces:

### 1. Public Knowledge Base

Your customers can access all published articles at:

```
<subdomain>.clearfeed.app/docs
```

You can find and copy this link from **Settings → Atlas** in the ClearFeed Dashboard.

Only published articles are visible on the public site.

### 2. Atlas Admin Dashboard

Authors and admins manage the knowledge base from:

```
<subdomain>.clearfeed.app/docs/admin
```

#### Login flow

Atlas uses an email-based login:

1. Enter your email address
2. You will receive a **“Sign in to ClearFeed”** email
3. Click the verification link
4. You’ll be redirected to the Atlas Admin Dashboard

Only users added via **ClearFeed → Settings → Atlas → Access Management** can sign in.

## Atlas in ClearFeed Settings

From **Settings → Atlas** in ClearFeed, you can:

* See whether Atlas is active
* Copy or preview the public knowledge base link
* Add or remove users who can manage Atlas
* Assign roles:
  * **Admin**: Can manage content and site settings (theme, navigation)
  * **Editor**: Can create and publish articles, but cannot change site settings

Access to the Atlas Admin Dashboard is controlled entirely from here.

## Atlas Admin Dashboard Overview

After signing in, you land on the Atlas Dashboard. Here you can see:

* Total number of:
  * Articles
  * Categories
  * Tags
  * Media items
* Recent activity (recently created or updated articles)

#### Quick actions

* Create New Article
* View All Articles
* Manage Categories

#### Left sidebar navigation

From the hamburger menu, you can access:

* Articles
* Media
* Categories
* Tags
* Site Settings

## Working with Articles

### Articles List Page

From the Articles page, you can:

* Create a new article
* Open an article to:
  * Edit fields
  * Publish or unpublish
  * Duplicate or delete
  * View and restore previous versions
  * Compare versions
  * View API details
  * Preview how it appears to customers
* Filter articles by category, author, status, etc.
* Configure which columns are visible in the table
* Perform bulk actions:
  * Bulk edit
  * Bulk publish / unpublish
  * Bulk delete
* Preview any article using the preview link in the row

### Creating an Article

When creating an article, you can configure:

* **Title** – Name of the article (required)
* **Excerpt** – Short summary used in search results and previews
* **Content** – Rich text editor for the full article
* **Metadata (optional)**
  * Meta Title (SEO title)
  * Meta Description (SEO summary)
  * If not provided, the SEO title defaults to the article title
* **Category** – Primary category where the article appears
* **Tags** – Used for cross-categorization
* **Related Articles** – Suggested articles for readers
* **Slug** – URL-friendly identifier (auto-generated)
* **Author** – Select an author from your user list

At any time, you can:

* Save as Draft
* Publish

### Editing an Article

Editing uses the same interface as creation. You can:

* Update any field
* Save changes as draft or publish
* View, compare, or restore previous versions
* Preview the article as customers will see it

### Bulk Edit for Articles

Bulk edit lets you update multiple articles at once.

Flow:

1. Select one or more articles
2. Choose **Bulk Edit**
3. Select which fields to update
4. Provide the new values
5. Save as draft or publish changes

Bulk edit supports fields like category, tags, author, and status.

### Embedding Articles Externally

You can embed Atlas articles on external websites using an `<iframe>` with the article embed URL:

```html
<iframe src="https://<subdomain>.clearfeed.app/docs/articles/<article-slug>/embed"></iframe>
```

The embed view renders a minimal version of the article without Atlas navigation, header, or footer so it fits cleanly inside external pages.

Only **published** articles with **public** visibility can be embedded externally. Draft, unpublished, or internal-only articles will not load in the embed view.

## Working with Categories

Categories define the top-level structure of your knowledge base.

From the Categories page, you can:

* Create new categories
* Edit existing categories
* Bulk edit
* Bulk delete
* Configure table columns

### Creating a Category

You can configure:

* **Name** – Category name (required)
* **Description** – Optional description
* **Slug** – URL-friendly identifier
* **Icon** – Icon name or emoji
* **Parent** – To create nested category structures
* **Order** – Lower numbers appear first in navigation

Categories do not have draft or published states.

## Working with Tags

Tags help with cross-labeling and grouping content across categories.

From the Tags page, you can:

* Create new tags
* Edit existing tags
* Bulk edit
* Bulk delete

### Creating a Tag

You can configure:

* **Name** – Required
* **Slug** – URL-friendly identifier
* **Color** – Hex code for tag display

Tags do not support drafts or publication states.

## Working with Media

### Uploading Media

Atlas includes a media library for storing images and files used in articles.

From the Media section, you can:

* Upload new media:
  * Select a file from your computer
  * Paste a URL
  * Drag and drop a file
  * Provide alt text
* Bulk upload
* Bulk delete
* Bulk edit
* Edit individual files:
  * Update alt text
  * Update metadata
  * Replace the file

### Embedding Videos

Atlas supports embedding videos directly in article content. Use the toolbar in the article editor and select **Video Embed**.

<figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-d93f42f167439666e9b89b223fd8ee8f7d63e5c7%2Fatlas-video-embed.png?alt=media" alt=""><figcaption><p>Video Embed option in the Atlas article editor</p></figcaption></figure>

Currently supported embed types:

* **YouTube** – Paste the YouTube video URL
* **Clueso** – Open the page for the video you want to share. Click **Share → Video Embed Code**, then copy the `src` value from the `<iframe>` HTML shown

## Site Settings

Atlas provides basic customization for your public knowledge base site.

### 1. Theme Configuration

You can customize your brand colors:

* **Primary Color** – Used for main actions and highlights
* **Secondary Color** – Used for backgrounds and subtle elements
* **Accent Color** – Used for calls to action

Changes are reflected immediately on your public `/docs` site.

***

### 2. Navigation

You can customize the navigation menu shown across your public site:

* View all navigation links
* Collapse or expand link groups
* Add new navigation items
* Edit existing links
* Delete links
* Reorder items to control top-level navigation structure

Each navigation item includes:

* **Link Label** – Text shown to users
* **URL** – Internal or external link
* **Open in New Tab** – Optional

## Access Management

Access is configured from **ClearFeed → Settings → Atlas**. Only users added here can sign in to the Atlas Admin Dashboard. When adding a user, you must assign them a role.

ClearFeed supports two roles:

**Admin**

* Full permissions
* Can manage site settings
* Can manage theme and navigation
* Can manage all content

**Editor**

* Can create, edit, and publish articles
* Cannot modify global site settings (theme, navigation)
