Help Tools

Help tools let you manage knowledge bases and documentation. Create knowledge bases with HTML articles, or documentation portals with Markdown pages. Published content is automatically embedded for AI chatbot retrieval.

Overview

The Help tool category handles your public-facing help content — both Knowledge Bases (HTML articles for customer-facing help centers) and Documentation (Markdown pages for technical/developer portals). You can create content manually or with AI assistance, organize it into categories, and control publishing. Published content is automatically indexed for AI retrieval.

Permission required:Copilot.Help

Knowledge Base Tools

manage_knowledgebase

Unified tool for managing knowledge bases, their categories, and articles. Uses an action parameter to select the operation.

Actions

ActionDescriptionRequired Params
createCreate a knowledge base portalname
updateUpdate a knowledge base portalid
create_categoryCreate a category inside a KBknowledgebaseId, name
update_categoryUpdate a categoryid
create_articleCreate an article (HTML)knowledgebaseId, title, + content or generateContent
update_articleUpdate an articleid

Parameters

ParameterTypeUsed byDescription
actionstringAllThe operation to perform
idstringupdate, update_category, update_articleTarget ID
knowledgebaseIdstringcreate_category, create_articleParent knowledge base ID
namestringcreate, create_category, update, update_categoryKB portal or category name
languagestringcreate, update, create_article, update_articleContent language (default "en")
descriptionstring or nullcreate_category, update_categoryCategory description
parentIdstring or nullcreate_category, update_categoryParent category ID for nesting
positionnumbercreate_category, update_category, create_article, update_articleSort position (0-based). Auto-assigned to end if omitted. If taken, existing items shift down.
titlestringcreate_article, update_articleArticle title. Auto-generates a URL slug.
contentstringcreate_article, update_articleHTML content for articles
generateContentstringcreate_article, update_articleDescribe the article and AI generates the HTML. Mutually exclusive with content.
publishedbooleancreate_article, update_articlePublish status. Defaults to false on create. Changing triggers the embedding pipeline.
categoryIdstring or nullcreate_article, update_articleCategory to assign the article to. Pass null to unassign.

How It Works

Knowledge base portal: A container that holds categories and articles. Create with a name, update to rename or change language.

Categories: Organize articles into sections. Supports hierarchical nesting via parentId. Slug is auto-generated from the name.

Articles: Written in HTML. Support AI content generation via generateContent. Slugs are auto-generated from titles.

Publishing & AI indexing:

  • Publishing an article triggers automatic AI/RAG indexing so chatbots can reference it.
  • Unpublishing removes the AI index entry.
  • Updating content on a published article automatically re-indexes it.

Example Prompts

  • "Create a knowledge base called Help Center."
  • "Create a knowledge base in Hungarian called Sugo."
  • "Rename my knowledge base to Customer Support Docs."
  • "Create a category called Getting Started in my Help Center."
  • "Create an article titled 'Getting Started' with content about how to set up an account."
  • "Write an article about our refund policy — generate the content with AI."
  • "Publish my Getting Started article."
  • "Move the Billing FAQ article to the Account Management category."

Documentation Tools

manage_documentation

Unified tool for managing documentation portals, categories, and pages. Uses an action parameter to select the operation. Publishing is handled separately by publish_documentation.

Actions

ActionDescriptionRequired Params
createCreate a documentation portaltitle
updateUpdate a documentation portalid
create_categoryCreate a categorydocumentationId, name
update_categoryUpdate a categoryid
create_pageCreate a page (Markdown)documentationId, title, categoryId, + content or generateContent (unless isGroup)
update_pageUpdate a pageid

Parameters

ParameterTypeUsed byDescription
actionstringAllThe operation to perform
idstringupdate, update_category, update_pageTarget ID
documentationIdstringcreate_category, create_pageParent documentation ID
titlestringcreate, create_page, update, update_pageDocumentation or page title
languagestringcreate, updateContent language (default "en")
namestringcreate_category, update_categoryCategory name
descriptionstring or nullcreate_category, update_category, create_page, update_pageDescription
contentstringcreate_page, update_pageMarkdown content
generateContentstringcreate_page, update_pageAI generates Markdown. Mutually exclusive with content.
categoryIdstringcreate_page, update_pageCategory assignment. Required for create_page.
parentIdstring or nullcreate_page, update_pageParent page for hierarchical nesting
isGroupbooleancreate_page, update_pageStructural group page (no content needed). Defaults to false.
positionnumbercreate_category, update_category, create_page, update_pageSort position (0-based). Auto-assigned to end if omitted. If taken, existing items shift down.

How It Works

Documentation portal: A container that holds categories and pages. Create with a title, update to rename or change language.

Categories: Organize pages into sections. Slug is auto-generated from name. New categories are created unpublished — use publish_documentation to publish them.

Pages: Written in Markdown. Support AI content generation, hierarchical nesting via parentId, and structural groups (isGroup). Slugs are auto-generated from titles. New pages are created unpublished.

Note: This tool does not handle publishing. Use publish_documentation to publish or unpublish categories and pages.

Example Prompts

  • "Create a documentation called Developer Docs."
  • "Create a category called Getting Started in my documentation."
  • "Create a documentation page about our REST API endpoints."
  • "Generate a getting started guide for developers using our SDK."
  • "Create a group page called 'Guides' and add two child pages under it."
  • "Update the authentication page with the new OAuth flow details."
  • "Reorder the API Reference page to position 0 (first)."

publish_documentation

Publishes or unpublishes documentation categories or pages. Handles dependency validation and recursive operations.

Parameters

ParameterTypeRequiredDescription
typestringYesWhat to publish: "category" or "page"
idstringYesCategory or page ID
publishedbooleanYestrue to publish, false to unpublish

How It Works

Publishing rules:

  • Category publish: Embeds all already-published pages in the category for AI retrieval.
  • Category unpublish: Sets all pages in the category to unpublished and removes their AI index entries.
  • Page publish: Requires the parent page (if any) AND the category to be published first. Embeds the page for AI retrieval.
  • Page unpublish: Recursively unpublishes all child pages and removes their AI index entries.

Example Prompts

  • "Publish the Getting Started category."
  • "Unpublish the old API v1 category and all its pages."
  • "Publish the authentication page."
  • "Unpublish the deprecated endpoints page and its children."

Common Workflow Patterns

Build a Complete Help Center (Knowledge Base)

  1. Create the knowledge basemanage_knowledgebase with action: "create"
  2. Organize with categoriesmanage_knowledgebase with action: "create_category"
  3. Write articlesmanage_knowledgebase with action: "create_article" + generateContent
  4. Publish articlesmanage_knowledgebase with action: "update_article" + published: true
  5. Link to widgetlink_to_widget (from Widget tools)

Build Developer Documentation

  1. Create the documentationmanage_documentation with action: "create"
  2. Create categoriesmanage_documentation with action: "create_category"
  3. Write pagesmanage_documentation with action: "create_page" + generateContent
  4. Organize hierarchymanage_documentation with action: "create_page" + parentId
  5. Publish categoriespublish_documentation with type: "category"
  6. Publish pagespublish_documentation with type: "page"
  7. Link to widgetlink_to_widget (from Widget tools)