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.
Copilot.HelpKnowledge Base Tools
manage_knowledgebase
Unified tool for managing knowledge bases, their categories, and articles. Uses an action parameter to select the operation.
Actions
| Action | Description | Required Params |
|---|---|---|
create | Create a knowledge base portal | name |
update | Update a knowledge base portal | id |
create_category | Create a category inside a KB | knowledgebaseId, name |
update_category | Update a category | id |
create_article | Create an article (HTML) | knowledgebaseId, title, + content or generateContent |
update_article | Update an article | id |
Parameters
| Parameter | Type | Used by | Description |
|---|---|---|---|
action | string | All | The operation to perform |
id | string | update, update_category, update_article | Target ID |
knowledgebaseId | string | create_category, create_article | Parent knowledge base ID |
name | string | create, create_category, update, update_category | KB portal or category name |
language | string | create, update, create_article, update_article | Content language (default "en") |
description | string or null | create_category, update_category | Category description |
parentId | string or null | create_category, update_category | Parent category ID for nesting |
position | number | create_category, update_category, create_article, update_article | Sort position (0-based). Auto-assigned to end if omitted. If taken, existing items shift down. |
title | string | create_article, update_article | Article title. Auto-generates a URL slug. |
content | string | create_article, update_article | HTML content for articles |
generateContent | string | create_article, update_article | Describe the article and AI generates the HTML. Mutually exclusive with content. |
published | boolean | create_article, update_article | Publish status. Defaults to false on create. Changing triggers the embedding pipeline. |
categoryId | string or null | create_article, update_article | Category 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
| Action | Description | Required Params |
|---|---|---|
create | Create a documentation portal | title |
update | Update a documentation portal | id |
create_category | Create a category | documentationId, name |
update_category | Update a category | id |
create_page | Create a page (Markdown) | documentationId, title, categoryId, + content or generateContent (unless isGroup) |
update_page | Update a page | id |
Parameters
| Parameter | Type | Used by | Description |
|---|---|---|---|
action | string | All | The operation to perform |
id | string | update, update_category, update_page | Target ID |
documentationId | string | create_category, create_page | Parent documentation ID |
title | string | create, create_page, update, update_page | Documentation or page title |
language | string | create, update | Content language (default "en") |
name | string | create_category, update_category | Category name |
description | string or null | create_category, update_category, create_page, update_page | Description |
content | string | create_page, update_page | Markdown content |
generateContent | string | create_page, update_page | AI generates Markdown. Mutually exclusive with content. |
categoryId | string | create_page, update_page | Category assignment. Required for create_page. |
parentId | string or null | create_page, update_page | Parent page for hierarchical nesting |
isGroup | boolean | create_page, update_page | Structural group page (no content needed). Defaults to false. |
position | number | create_category, update_category, create_page, update_page | Sort 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.
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
| Parameter | Type | Required | Description |
|---|---|---|---|
type | string | Yes | What to publish: "category" or "page" |
id | string | Yes | Category or page ID |
published | boolean | Yes | true 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)
- Create the knowledge base →
manage_knowledgebasewithaction: "create" - Organize with categories →
manage_knowledgebasewithaction: "create_category" - Write articles →
manage_knowledgebasewithaction: "create_article"+generateContent - Publish articles →
manage_knowledgebasewithaction: "update_article"+published: true - Link to widget →
link_to_widget(from Widget tools)
Build Developer Documentation
- Create the documentation →
manage_documentationwithaction: "create" - Create categories →
manage_documentationwithaction: "create_category" - Write pages →
manage_documentationwithaction: "create_page"+generateContent - Organize hierarchy →
manage_documentationwithaction: "create_page"+parentId - Publish categories →
publish_documentationwithtype: "category" - Publish pages →
publish_documentationwithtype: "page" - Link to widget →
link_to_widget(from Widget tools)