How to Have Pippify Draft a Knowledge Article

Summary

Overview: No document yet? Pick a template, answer a few questions, and Pippify drafts an editable knowledge article from your answers and your business profile. You review and edit the draft before it's saved.

Prerequisites:

• You are the Admin of the workspace.
• Your business profile is filled in (the draft uses your business description).

Step-by-Step Instructions

Step 1: Open Create with AI

1. In the sidebar, open Settings › AI Studio. The Knowledge tab opens.
2. Click Add Knowledge, then the Create with AI tab.

Create with AI is in AI Studio only. The setup wizard's Your knowledge step offers files, Google Drive and pasted text.

Step 2: Pick a template

Choose one of the three templates:

• Packages & Pricing (Travel Agency) or Offerings & Pricing (B2B), marked Recommended: what you sell, what's included, price ranges and how quotes work.
• FAQ & Objection Handling: the questions customers ask most, common objections and why customers choose you.
• Policies & Process: payment terms, refunds and cancellations, what happens after a customer says yes, and when to hand off to a person.

Step 3: Answer the questions

1. Fill in what you can. Every question is optional.
2. For list questions, put one item per line (for example, one package per line).
3. Leave anything you're unsure about blank. Pippify puts a placeholder in the draft for you to fill in later.
4. Click Generate draft. The button shows Generating draft…. Click Templates to go back and pick another template.

Step 4: Review and edit the draft

1. The Review your draft screen opens full screen.
2. Edit the Title if you like.
3. Edit the article in the editor. Use the toolbar for Heading, Subheading, Bold, Italic, Bullet list and Numbered list.
4. On the right, Placeholders to fill in (N) lists every gap in the draft. Replace each one with real information.
5. Read the Before you save notes, if any.
6. Not happy with it? Click Edit answers to change your answers, or Regenerate for a new draft.

Step 5: Save

1. Click Save & index. The button shows Saving & indexing….
2. The article appears in the Knowledge list. Its status moves from Queued to Indexing to Active.

Click Cancel to close without saving.

Verify It Worked

Success criteria:

• The article shows Active in the Knowledge list.
• Click its name to read the text Pippin learned.
• Click Test Pippin and ask a question the article answers.

Troubleshooting

Common errors

• "Must be 2,000 characters or fewer.": one answer is too long. Fix: shorten it.
• "Add at most 50 items — you have N.": a list has too many lines. Fix: keep the most important ones.
• "Each item must be 500 characters or fewer (item N is too long).": Fix: shorten that line.
• "Your answers are too long altogether (max 8,000 characters). Please shorten them.": Fix: shorten your answers; you can add details in the editor afterwards.
• "AI service temporarily unavailable" or "Failed to generate a draft. Please try again.": Fix: wait a moment and click Generate draft again.
• "Failed to load templates. Please try again.": Fix: close the window and open Add Knowledge again.
• "Content exceeds the 100,000 character limit.": the article is too long to save. Fix: shorten it, or split it into two articles.
• "Failed to save the draft. Please try again.": Fix: click Save & index again.

Limitations & considerations

• Pippify treats saved text as fact when answering customers. Review the draft carefully and replace every placeholder before saving.
• After saving, you can't reopen the article to edit it. To change it, delete it and create a new one.

Next Steps & Related Resources

• Next steps:
  • How to Manage Knowledge Documents
  • How to Test Pippin Before Going Live
• Related articles:
  • How to Paste Text or an FAQ Into Pippin's Knowledge
  • How to Fill Your Knowledge Base With Coach
  • How to Complete the Setup Wizard

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/19/2026