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Configuring HelpDocs AI

Enable and customize HelpDocs AI for efficient Knowledge Base content creation and management.

River Sloane
Updated by River Sloane
3 min read
Table of Contents

HelpDocs AI is your new best friend for creating and managing Knowledge Base content! You can customize various AI features and give it context about your company so it really gets what you're all about.

You'll need a certain role to configure these settings.

Turning On AI Features

Each AI feature has its own switch, so you can turn on only the ones your team needs.

  1. Head to Settings > AI
  2. Turn on the switch for each feature you want to use
  3. Click Save changes in the bar at the bottom of the page
The For your team section of the AI settings page with switches for Draft articles and Rewrite articles

Available AI Features

The features are grouped by who they're for. Each card has a Learn more link if you want the details before you switch it on.

Feature

Description

For your team

These use AI credits.

Draft articles

Describe what you need and get a first draft to edit

Rewrite articles

Refresh an existing article and keep the parts you like. It also powers generating diagrams from a description.

Improve articles

Get suggestions for making an article clearer

Generate metadata

Fill in descriptions, tags, and image alt text for you

For your readers

Ask AI

Readers ask a question and get an answer written from your articles. Uses AI credits.

AI visibility

Free on every plan.

Markdown articles

Add .md to any article link to get a clean Markdown copy

llms.txt

Publish a list of your articles at /llms.txt for AI tools to find

For AI apps

MCP access

Connect Claude, ChatGPT, and other AI apps to your knowledge base over MCP

Enable only the features your team needs to maintain a focused workflow βœ‹ A feature your plan doesn't include shows Not on your plan with an Upgrade link. See pricing for what each plan includes.

Setting Up Company Information

Help HelpDocs AI better understand your business context by adding company information. Drafts and rewrites use it to get the details right.

Keep your company description focused on your core business activities and value proposition for best results.
  1. Head to Settings > AI
  2. Scroll to About your company
  3. Under Company information, enter a clear, concise description of what your company does. For example: 'We provide cloud-based project management software that helps teams collaborate and track progress in real-time.'
  4. Click Save changes
The About your company section with the Company information box

Configuring AI Style

Your default style helps you maintain a consistent voice and tone across your Knowledge Base content.

By setting up style preferences, you can ensure drafts and rewrites match your brand voice, whether that's professional, casual, or somewhere in between.

This feature is available on certain plans.
  1. Head to Settings > AI
  2. Scroll to Style
  3. Describe how you want drafts and rewrites to sound under Default style. It's used whenever someone doesn't pick a style.
  4. Click Save changes
Best practices for setting up your style

- Use bullet points to separate different style requirements

- Specify your preferred tone, like casual, informative, or professional

- Include specific writing requirements like company name formatting or terminology preferences

- Add examples to illustrate your preferences

Enforcing Team Style

Want to make sure all content is generated the same way? Make your team use your default style every time:

The Style section with the Always use the default style switch and the Default style box
  1. Head to Settings > AI
  2. Scroll to Style
  3. Turn on Always use the default style
  4. Click Save changes

With this on, the style picker disappears when drafting or rewriting, and every draft and rewrite uses your default style.

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