Context articles

Context articles are the written knowledge that lives in your workspace: process guides, brand notes, SOPs, and anything your team should be able to look up. Articles are part of Knowledge (Context plus Drive) and are also read by Pax when it answers questions. This page is for everyone who reads or writes them.

Who can use this

Reading Context articles is available to all roles; you only see articles for the workspace and the brands assigned to you. Creating and editing articles depends on your permissions, and editing is limited to the article's author and a workspace admin. Those limits are flagged inline below.

Overview

In Context you can:

  • Browse and read articles, grouped into folders.
  • Write a new article from scratch, with optional AI help.
  • Keep an article as a Draft (only you see it) or Publish it to the workspace.
  • Add a cover image and let an excerpt summarize the article in the list.
  • Scope an article to a single brand or leave it workspace-wide.

Screenshot: The Context library with folders and article cards. (pending capture)

Browse and read articles

Open Knowledge in the navigation and go to Context to see your article library. Articles appear as cards showing the cover image, title, excerpt, and date; folders are listed above them.

  1. Use the Brand filter at the top to narrow to All Brands or one brand.
  2. Open a folder to drill in; use the breadcrumb trail (starting at Context) or the back arrow to navigate up.
  3. Select a card, or the Read button on it, to open the article.

A Draft badge on a card means the article is not published yet. A brand name badge means the article is scoped to that brand rather than the whole workspace.

Create a Context article

You can write a new article from the Context library.

  1. In Context, select Create, then New Article. (On an empty library you can also use the New Article button.)
  2. Enter a title in the Untitled field, then write in the body editor.
  3. Optionally add a cover image and set the brand scope and draft/published state (covered below).
  4. Select the save button: Save Draft to keep it private, or Publish to share it with the workspace.

If you start a new article from inside a folder, it is created in that folder.

Note

Creating and editing articles requires the right permission. If you do not see Create or an Edit button, your role does not include article authoring. See Roles and permissions.

Screenshot: The article editor with title and body. (pending capture)

Edit an existing article

Only the article's author and a workspace admin can edit an article's content; everyone else with access can read it.

  1. Open the article, then select Edit (or use the Edit action on the article card).
  2. Make your changes to the title, body, cover image, scope, or roles.
  3. Select Save to keep it. Select Done to leave the editor when you are finished, or Cancel if you started a new article and do not want to keep it.

Use AI assistance while writing

The editor includes built-in helpers so you do not have to type everything by hand.

  • Dictate turns on voice dictation. Speak your notes, then Polish to clean up the transcript into readable prose, and Insert to drop it into the article body. Use Discard to throw the transcript away.
  • Ask Pax about this article appears when you read an article: a row of suggested questions you can select to open Pax already pointed at that article. See Asking Pax questions.

The fastest way to have the app draft a whole article for you is Scan for context on the Work Desk, described below.

Draft vs published articles

Every article is either a Draft or Published, shown as a status pill in the editor and a badge in the library.

  • A Draft is private: only you, the author, can see it. The reader view shows a banner: "This is a draft. Only you can see this article. Publish it to share with the workspace."
  • A Published article is visible to everyone in the workspace who has access to it.

To change the state, open the article in the editor and select the status pill to toggle between Draft and Published, then save. For a new article the save button reads Save Draft or Publish depending on the toggle.

Add a cover image and excerpt

A cover image and a short excerpt make articles easier to scan in the library.

  1. In the editor, select Add cover image and choose an image file. To replace it, remove the current one first with the cover Remove control.
  2. The article list shows a short excerpt automatically based on the article's content, so writing a clear opening paragraph gives you a useful preview.

The cover image also appears as a hero banner at the top of the reader view.

Organize articles into folders

Folders group related articles. Open a folder to see its contents; the breadcrumb trail shows where you are.

  • Move a folder into another folder using the Move action in its menu, then pick a destination.
  • Rename a folder from its menu.
  • Delete a folder or article from its menu. Deleting a folder also deletes everything inside it.

Warning

Deleting a folder removes all articles and subfolders inside it, and deleting an article cannot be undone. Confirm the prompt before continuing.

Admin only

Some folder controls are admin-only. Setting article or folder visibility by role uses Manage Roles and is available to workspace admins. Restricting an article to specific roles is an admin task.

Scope an article to a brand or the workspace

An article can be Workspace-wide (everyone) or scoped to a single brand so it only shows up for that brand's work. A brand is shown as a Group on some screens.

  • In the editor, use the brand selector in the top bar: choose Workspace-wide or a specific brand.
  • From the library, use Change Brand in an item's menu and pick a brand, or None (workspace-wide) to clear it.

Brand-scoped articles also appear in that brand's Knowledge section on the Brand Work Desk.

Scan for context on the Work Desk

The Scan for context helper drafts an article for you from recent activity on a brand's Work Desk, so you can capture what happened without writing it up by hand.

  1. On the Brand Work Desk, open the brand's Knowledge section and select the add (+) control.
  2. Choose Scan for context. The app reads roughly the last 48 hours of that brand's chat and generates a draft article.
  3. Review and edit the generated draft, then save it as a Draft or Publish it.

The same add menu also offers New Article and Upload File for that brand.

Tip

Use Scan for context at the end of a busy day on a brand to turn the day's conversation into a reusable knowledge article in one step.

Marking updates as seen

Articles the Packr team publishes app-wide appear in Packr Updates, where each one is marked as seen once you have read it. Your own Context articles do not need to be marked as seen. See Packr updates.

Common questions

How do I create a Context article? Open Knowledge -> Context, select Create -> New Article, write your title and body, then select Save Draft or Publish. You need an authoring permission to see the Create option.

What is the difference between a draft and a published article? A Draft is private to you, the author. A Published article is visible to everyone in the workspace who has access. Toggle the status pill in the editor and save to switch between them.

Can the app draft an article for me? Yes. On a brand's Work Desk, open Knowledge and choose Scan for context to have the app generate a draft from roughly the last 48 hours of chat, which you then review and save or publish. In the editor you can also Dictate and Polish your spoken notes into prose.

Who can edit an article? The article's author and a workspace admin can edit its content. Other people with access can read it but not change it.

Why can't I see an article a teammate mentioned? It may still be a draft (drafts are visible only to their author), it may be scoped to a brand you are not assigned to, or it may be restricted to certain roles. Ask the author to publish it or adjust its scope.