Learn Beetl's core concepts, roles, and navigation.

• Welcome to Beetl
• Understand Beetl roles and permissions
• Sign in and manage your account
• Navigate Beetl and switch experiences
• Prepare a knowledgebase for launch
• Create your account and first workspace

Set up people, access, knowledgebases, and governance.

• Administrator first-day checklist
• Connect company SSO
• Invite people and manage roles
• Upload users with a CSV file
• Remove a user from your workspace
• Manage groups and knowledge access

Create, organise, publish, and maintain trusted content.

• Use Content Manager
• Create and organise categories
• Import articles into Beetl
• Write accessible articles and manage media
• Maintain ownership, reviews, and versions
• Create and publish an article

Configure a clear, accessible home for published knowledge.

• Configure and test the Reader Portal
• Brand your Reader Portal
• Choose and publish a Reader theme
• Connect your own Reader domain

Use evidence and Knowledge Intelligence to improve content.

• Improve content with Knowledge Intelligence
• Find and resolve unanswered questions and content gaps
• Review and apply AI content improvements
• Review knowledge coverage and refresh an inventory
• Review and manage content recommendations

Create Guided Journeys and outcome-based learning.

• Use Learning Studio
• Create a signature and add it to your content
• Create an assessment
• Create a form or evidence request
• Create an acknowledgement
• Create a Guided Journey