How to use AI Assist to Create Articles from Documents or Notes

AI Assist helps you create Help Center articles faster by generating a draft from existing content. You can paste notes, SOPs, or documentation, or upload a file such as a DOCX or PDF, and AI Assist will turn it into a structured article draft.

The generated content is inserted directly into the editor so you can review, edit, and publish it.

Where to Find AI Assist

AI Assist is available inside the article editor.

To open it:

1. Open the article editor.

2. Click AI Assist.

3. The AI Assist window will open.

From there, you can provide source content and instructions for generating your article.

Creating an Article from Pasted Content

If you already have written material such as notes, SOPs, or documentation, you can paste it directly into AI Assist.

1. Open AI Assist in the editor.

2. Select Paste text.

3. Paste your content into the text area.

4. (Optional) Add instructions explaining what the article should focus on.

5. Choose your preferred output settings.

6. Click Generate & Insert.

AI Assist will generate a draft and insert it into your article at the current cursor position.

Creating an Article from an Uploaded File

AI Assist can also generate an article from uploaded documents.

Supported file types:

• DOCX

• PDF

To upload a document:

1. Open AI Assist.

2. Select Upload file.

3. Upload your DOCX or PDF.

4. (Optional) Add instructions explaining what the article should explain.

5. Choose your output settings.

6. Click Generate & Insert.

AI Assist will read the document and generate an article draft in the editor.

Providing Instructions to Guide the Draft

You can optionally provide instructions to guide how the article should be written.

Example instructions:

• "Write a help article explaining how customers reset their password."

• "Turn this SOP into a step-by-step internal guide."

• "Create a customer-facing help article from this documentation."

Adding instructions helps AI Assist better understand your intent.

Adjusting Output Settings

You can customize how the generated article is written using the output settings.

Available settings include:

Target style

• Help Center (customer-facing)

• Internal documentation

Tone

• Friendly - Uses approachable, conversational language that is easy for customers to understand. This is useful for customer-facing help articles.

• Neutral - Uses a balanced and professional tone. The writing is clear and informative without sounding overly casual.

• Concise - Focuses on delivering the information quickly with minimal extra explanation. This style is useful for quick instructions or straightforward documentation.

Length

• Short - Creates a brief article that focuses only on the most important steps or key points.

• Medium - Creates a moderately detailed article with explanations and structured steps.

• Detailed - Creates a more comprehensive article that includes additional explanations, context, and expanded sections when helpful.

These settings help shape the structure and voice of the generated article.

How AI Assist Inserts Content

When the draft is generated:

• The content is inserted at your current cursor position.

• Existing article content is never overwritten.

• You can immediately edit the draft in the editor.

If needed, you can remove the generated content using the normal Undo command.

Notes About Formatting

AI Assist focuses on understanding the content rather than preserving the exact formatting of the source material.

Because of this:

• Original formatting may change

• Headings or structure may be simplified

• Images and links may not be preserved

You can easily adjust formatting in the editor after the draft is inserted.

Plan Availability

AI Assist is available on:

• All paid plans

• Free trials

It is not available on the Free plan after the trial ends.