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Salesmate allows you to edit your knowledge base articles at any time, whether you’re making quick changes to a draft, updating a published article, or adding translations for other languages.
Note: You’ll need “Edit Articles” permission to make any changes. Users without “Publish” permission can still update articles, but cannot make them live.

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Topics covered:

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Steps to Edit a Knowledge Base Article

  • Navigate to the Articles section from the left sidebar.
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  • Locate the article you want to modify from the listing page.
  • Hover over the article, then click Edit from the action menu or click directly on the article title.
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  • If you have edit permissions , you’ll be taken to the editor; if not, you’ll be redirected to the
  • article detail view instead.
  • The article opens in either Draft or
  • Published mode based on its current status.

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Editing an Article in Draft State

  • If the article is still in draft , you’ll be taken directly to the editor.
  • Make your changes, and then:
  • Click Save to save the draft manually, or wait for auto-save (every 60 seconds). * Click Submit for Approval or Publish when you’re ready to proceed.
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Editing an Article in Published State

  • Clicking a published article takes you to the
  • detail view.
  • Any content changes you make here will:
  • Be saved in a new draft version. * Not affect the live article until you click Publish.
  • To view or edit these changes, open the editor, it will display the draft version.

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Configuration Changes:

  • Configuration updates (like changing Slug, Category, Visibility, or AI Settings) require publish permission and when these changes are saved, the article is automatically published.
  • Without publish rights, you won’t be able to edit these settings.

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Additional Actions for Published Articles

While viewing a published article, you can also:
  • Edit the content (saved as a draft)
  • Clone the article
  • Unpublish it (which reverts it to a draft)
  • Reassign or change the category
  • Review the article’s version history
  • Archive the article
  • Permanently delete it
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Editing Articles in Other Languages

If you’re working with a translated version of the article (i.e., not in the primary language):
  • You can freely edit the body content.
  • However, certain fields will remain locked, including:
  • Slug * Category
  • Visibility * AI settings