Editing, Deleting & Navigating a Knowledge Area

Editing a Knowledge Area

1. Open up your Loop’s Start Whisper by selecting it from the global search dropdown at the top of Helps.

2. Then, select the settings button in the top right corner.

3. Here, you will see the options to edit or delete every Knowledge Area you have set up.

4. Click edit to update the Knowledge Area name, description, or file path.

5. To re-read the file, or reselect a different file, press delete next to the file name, and use the drop-zone or browse method to reselect the file of your choosing.

Deleting a Knowledge Area

1. If you want to delete the Knowledge Area, simply press the delete button and follow the confirmation. Remember, once you delete a Knowledge Area, you can never get it back.

Navigating your Knowledge Area

1. Open up your Loop’s Start Whisper by selecting it from the global search dropdown at the top of Helps.

2. Clicking on a Knowledge Area will show you all the categories that live within that Knowledge Area.

3. Clicking on a Category like “Medicare” will take you to any Subcategories within that Category, or straight to the Topic list if there are no Subcategories.

4. Clicking on a Topic will take you to the detailed view.

5. To navigate back to any other part of the Knowledge Area, you may click on the breadcrumbs above.

Clicking on the search dropdown menu will show you all the Knowledge Area’s Categories, Subcategories and Topics to search through and access each of the Whispers quickly and easily.