With Clevy OnDemand, you can choose what to show, to whom and when! The articles' settings will allow you to personalize the content you want to display for end-users.
If you are looking for information about Search Queries, you can read the dedicated article on the subject.
Let's explore together the three types of settings:
Content Accessibility
Content Availability
Group restrictions
1. Content Accessibility
With this first type of setting, you can choose how you want users to access this content.
How can Users Access your Article?
First Option active - Article can be searched: When the user asks a question in the AI-powered search bar, this article will be accessible as a search result. If deactivated, it will never be found through a search query but can still be triggered using a Button-to-Article, for instance, or through the URL link of your article.
Second Option active (virtual assistant only) - Article can be suggested: When the user asks a question, the article will be suggested if an exact answer has not been found.
Third Option Active - Article shows in Autocomplete panel: When the user asks a question, the article will be suggested in the Autocompletion panel if an exact answer has not been found.
Use Case:
Deactivating autocompletion/suggestion for articles you want to be accessible but not suggested ("How to resign," "How can I ask for a pay raise"...)
Deactivating Searchability for Articles still in draft mode or articles you want to be accessible only as a sub-part of other articles.
2. Content Availability
This setting allows you to select a specific period when you want your Article to be available. Helpful, for instance, when preparing for a regulation change. Prepare your Articles beforehand and make them available when the regulation change is enforced.
If end-users request this article outside the established date, they will not receive the content - even when it exists in your knowledge base.
3. Group Restriction (available Q2 2023)
If you choose the first option, all users will have access by default to your content. If you want to restrict access, you need to create a list of users (a group) to whom you don't want to grant access to that Article.
If you choose the second option, nobody will have access to your content. You will need to create a list of users who are allowed to get access to the content.
Use the Exceptions Group to set up your exception rules.