# 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="/files/qhj8AIeU2feOGTkyZ1a1" 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)


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.clearfeed.ai/clearfeed-help-center/clearfeed-helpdesk/atlas-clearfeed-native-knowledge-base.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.