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)
Atlas is available on accounts using the External Helpdesk product edition.
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/docsYou 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:
Login flow
Atlas uses an email-based login:
Enter your email address
You will receive a “Sign in to ClearFeed” email
Click the verification link
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:
Select one or more articles
Choose Bulk Edit
Select which fields to update
Provide the new values
Save as draft or publish changes
Bulk edit supports fields like category, tags, author, and status.
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
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
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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