Releases tagged: content

Chris Duell September 7th, 2018

New Feature: Smart Group Access Control for Content

Earlier in the year, we released Smart Group Access Control to make it easy for you to define groups of users that you can reuse later for locking down which users could access which modules in your Assistant.

You can now use those same Smart Groups to easily manage access to your content.

While you could already control who could view what content, you needed to set this up again and again for each of the categories or articles you wanted to lock down. This would quickly become a pain if you wanted to change that access control in a number of places later on.

Now, you can create a single Smart Group and assign it to as many articles, categories, or modules you like. When you want to change how the access control works, you'll only need to change it in one place and it will be reflected everywhere!

To migrate your article access control over to use Smart Groups, simply head to the migration page here: 

https://app.elev.io/segmentation/migrate


Chris Duell July 27th, 2018

Update: July Updates

GateKeeper

We released a more powerful way to help your users solve their own questions, and reduce your support load. Codenamed GateKeeper, it's available for all customers using the support module.

This was a large enough update to receive it's own release notes, which you can dive into here: https://elevio.releasenotes.io/release/40sDx-gatekeeper-for-ticket-deflection 

New layout

Another major update for this month that warranted its own release notes, was the redesign of our main layout to be much cleaner, easier on the eye, and easier to navigate. It also came with two new sections on the dashboard to improve clarity and speed in getting where you need to go, and seeing what's going on with your account.

https://elevio.releasenotes.io/release/YPbjJ-new-layout-dashboard-sections 

Smart Groups

Added regular expression support for rules

Smart Groups are a way for you to define segments of users, so you can control what modules they have access to (soon this will also be used for article access control).

When creating a rule for a smart group, from the list of comparators, there's a new option for " matches ". If you select this option, you can enter in a regular expression to match on. 

Regex in smart groups

Content dashboard updates

To make managing your content easier, we've worked on a few things that have be repeatedly requested (Thanks! Keep the feature requests coming):

Bulk publish &  Delete

To help in quickly releasing or removing a set of content in one go, you can now check a box for each row, and click on the bulk actions, Publish or Delete.

Bulk actions

Move a category to sit under another category

Previously, wherever you created the category... that's where it stayed. Now, you can move any top level category to sit below another top-level category, or, move a sub-category to belong under a different top-level category to the one it's currently under.

Quick article preview from content dashboard

Rather than needing to open an article within the editor, now you can quickly peek at it to make sure it's the article you're thinking of first, or just to get a refresher of what's in that article.

This is available from the content dashboard now and will be getting rolled out to the reporting tables shortly.

Preview article from dashboard

New Features

  • When managing your content, you can now bulk publish & delete

  • Added support for moving a category to be a subcategory of another top level category

  • Added article previews from content dashboard for quick peeks (coming to other areas soon)

  • Added regex support when creating smart group rules

Bugfixes

  • Fixed a short lived issue where img styles bled outside the Assistant styles, causing issues on hosting sites

Chris Duell July 26th, 2018

Update: New layout & dashboard sections

Today we fully released our new backend layout that aims to be easier on the eye, but more importantly, be easier to use.

Thanks to the early feedback from companies that switched to the new theme early, we were able to also add in a few new features.

All new layout

The main difference in the layout that you'll notice, is that the top blue menu is gone, and replaced with a more subtle left navigation with a popout submenu. A number of internal pages have also had a facelift to bring them in line with the new overall

We love it, and hope you do too! 

New theme


Here's a quick rundown of what's new:

Reorganised menu structure

As time went on and our feature set grew, we were finding the main menu structure becoming confusing and lacking in a logical structure. So we thought long and hard about where things belonged and reworked the menu into what you see now. We think you'll agree, that things are much easier to find now.

We've grouped the main menu into the following top-level items:

  • Content
  • Team Hub
  • Deliver
    • This covers everything to do with how you present your content to your users. This covers the Assistant, hosted knowledge base, embedded elements, adding hotspots &  helpers.
  • Reporting
  • Quick Add
  • Help
  • Setup
  • Account

Recently updated content on the dashboard

To help you pick up where you left off, or keep an eye on what the rest of the team is working on at a glance, we've added in a section to the dashboard that shows you the most recently updated 10 articles, and their current status. You can also see who is the owner of that article.

Recently added articles

Your latest hub cards on the dashboard

To keep on top of things, we're also now showing not just a count, but the actual latest 10 cards. With the ability to hover over any card and peek inside to see what it involves. You can also see who the card is currently assigned to.

Any issues or errors, will be shown at the top of the list, so you can act on those first.

Hub cards

Quick-add Menu

In the left nav, there's now a new menu for quick access to adding content, categories, helpers, and hub cards.

This is a great way for you to quickly get to the create screen for anything, no matter where you are.

Quick add menu

Show & Hide the active submenu

Sometimes it helps to have the submenu for the section you're in be always open, sometimes... it gets in your way. So we've added a quick toggle to let you control the behaviour.

Menu toggle

New Features

  • New layout

  • Latest hub cards section in dashboard

  • Most recently updated articles section in dashboard

  • New "quick add" menu, for faster creation

  • Menu toggle

Updates

  • Redesigned integrations screen

  • Redesigned modules management screen

  • Simplified, and more logical main menu structure

  • Quick access to billing / assistant settings for new accounts

Chris Duell June 4th, 2018

New Feature: Publish & Unpublish Content

In a major update to allow more control over the visibility of your content, we're introducing the concept of Published vs Unpublished content (Draft).

This will allow you to safely create and manage content that remains hidden from your user base until you're ready for its full release, or, be able to take an article offline if it's deemed no longer worthy of public view until you can repair it.

To help with showing the state of an article, when editing your content you'll now see two distinct labels, status, and viewing.

Status

Draft: If the status of the article is Draft, this means that no matter what, this article is not visible to your end users via the Assistant, the hosted KB, or anywhere else.

Published:  If the status is Published, this meant that it is available for reading (pending any access control you have setup).

Viewing

Revision In Progress:  This means that you're currently looking at the very latest version of the article, along with any updates that have been made to it that aren't yet made public to your audience. As soon as you make an edit to an article, it will switch to this state.

Last Published: This means that what you're currently viewing in the editor, is the version that your customers have access to (assuming the status is "published").

 

Publishing Content

If your content is in Draft mode, to get it into the hands of your users you'll need to publish it, which is as simple as hitting the green Publish button.

Publishing content

Publishing changes to an existing article

In much the same way, if your article is already public and you've made changes to it, you can hit the green Publish button to push your updates to be the latest version and available to your users.

Publishing changes

Unpublishing Content


If you need to unpublish content, and move it back into draft mode, you can do so by hovering over the "..." beside the Publish button to display the secondary menu, and select the "Unpublish" option.



Unpublishing content


Comparing the current revision against the latest version

If you need to compare the work you're currently doing against the original, to make sure that you're actually making an improvement and not making this worse, you can quickly toggle the view to show your revision, or the last published version.


Filtering content by publish status

When viewing your content dashboard, to make it easier to see what still needs to be approved for release, you can filter your content based on its publish status. 

If you combine this with filtering by content that has revisions, you can easily see what content is a work in progress, and bulk publish that content when it's ready right from the content dashboard.


New Features

  • Mark content as unpublished

  • Mark content as unpublished (draft)

  • Filter by publish status and if the content has revisions

Chris Duell May 28th, 2018

Update: Content Management Improvements

To help with finding the content that needs the most attention, or just help you find what you want to update, we've introduced a number of updates to the content dashboard to help you get your work done faster.

Sorting content

When viewing your list of content, to the top right of the list is a dropdown that will allow you to sort by the oldest or newest content, or if you're viewing a specific category you can display it in the same order that you're displaying it to your users.

Sorting content

Filtering content

Need to narrow down the content to just the content that a particular agent has contributed to, and in a certain period of time? Filters has you covered.

Filtering content

Article view counts & reactions

To help with seeing how people are using and reacting to your content at a glance, two new columns have been added to the content dashboard. Views, and reactions.



New Features

  • Article view count and reactions

  • Filtering content

  • Sorting content

Chris Duell February 20th, 2018

New Feature: Public API Released

Educating your users can't be done in a silo, the more rounded your setup can be the better the experience for your end users, so today we're happy to announce the release of our public API to help you bring more power to elevio, as we as to take some of the magic of elevio and bring it to other platforms.

The following API's are now available:

Article management

Create, update, delete or view any articles for your account.

For a long time, we've allowed customers to create content in our in-house CMS, as well as allowed them to sync with a select set of third party integrations (like Zendesk, Desk, HelpScout etc).

Now, with our new public API, you can bring in content from any source you like, including your own proprietary system.

Search API

In the event that you already have a site-wide search bar on your site, you can now inject search results from elevio into your own search results. Simply pass over the query to our search API, and we'll return you a list of articles that match.

This makes it much easier for your users to find anything they need on your site from a single search box, whether that be a product on your site, an article they're created, or help content to help educate them further.

To get started with the public API, check out the documentation here.


New Features

  • Article management API

  • Search API

Chris Duell February 15th, 2018

Update: Bulk publishing, content duplication, @mentions and emojis 🙌

Bulk publish draft content

Often when you're about to release a new feature, you make edits to a set of articles that you want to publish all at once when you release the new feature.

Previously you needed to publish those articles one by one, now, right from the content dashboard you can filter down to just your drafts (top left), then use the checkboxes to pick which articles you'd like to publish, click the publish button and boom... all published!


Duplicate content from another article

To help power through your content creation when you have guides that are same-same-but-different, forget copying and pasting (that's so 2017), now you can simply import content from another article.

There's two ways to achieve this:

The first is to create a new blank article, then click on 'import' above the article editor, and pick which article you'd like the content imported from. We'll cast a magic spell... and voila, in it comes ready for you to tweak and publish.

Alternatively, you can duplicate an article right from the content dashboard. For the article that you'd like to duplicate, hover over the three dots at the end of the column, and select 'Duplicate' and follow the prompts. Eaaasy.

@mentions and emoji support in hub cards

To help in getting someones attention, and working together, you can now @mention someone on your team when adding a comment to a card.

Sometimes you convey more with a single emoji than you can with a 💯 words, so, we've also added in emoji support 🙌, just type : to pick an emoji... ⭐️


New Features

  • @mentions and emoji support in hub card comments

Updates

  • Bulk publish draft content

  • Duplicate content from another article

  • Increased number of articles to show in 'Top Articles' report

Bugfixes

  • Allow loading all Zendesk tickets if user has more than 100 tickets

  • Added pagination to HelpScout content sync (allows for syncing more than 50 articles per category)