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Searches the public product guides only. Nothing from a workspace is read, and questions are not saved.

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Review and publish knowledge

Turn a policy into a published source with an audience and dates, so Mello can answer from it and cite it.

HR administrators and Knowledge reviewers

Read as MarkdownAll guides as textAgent documentation index

Have your agent do thisPaste the prompt into Claude Code, Cursor or another agent. It follows this guide over MCP and asks before it changes anything others will see.Show the prompt
Help me with "Review and publish knowledge" in my Shuffl workspace.

1. Read the guide: https://shuffl-rebuild.vercel.app/docs/markdown/knowledge
2. Add Shuffl's MCP server: https://shuffl-rebuild.vercel.app/api/mcp
   Claude Code: claude mcp add --transport http shuffl https://shuffl-rebuild.vercel.app/api/mcp
   When the browser opens, choose my workspace and allow the access the guide needs.
3. Work through the steps in order: Add a source; Start with a draft; Publish deliberately. Do what you can over MCP and tell me which steps only I can do in the browser or in Slack.

Show me what you will change and who it affects, and wait for my yes before publishing, inviting or sending anything.

App links open your signed-in workspace. Check the selected workspace before making changes.

Add a source

  1. Choose Add source → Write an article to write in the editor, with Markdown and a preview. Write with Mello drafts a page from its title and a short request; nothing is saved until you do.
  2. Choose Start from a template for paid time off, holidays, expenses, remote work, sick leave, parental leave, code of conduct, raising a concern, benefits, performance and growth or company values. Replace the example wording with your own before publishing.
  3. Choose Import a file for a PDF, Word, PowerPoint, Markdown, HTML or text file up to 50 MB and 500 pages. A long handbook is split by its headings into one draft per section. Scanned pages are read with text recognition; password-protected PDFs cannot be read.
  4. Choose Add a website page to import a public page, which Shuffl re-reads when it changes. Connected providers such as Google Drive, Notion and Confluence work the same way and have their own guide.
  5. Or tell Mello in Chat what employees should know. It prepares the wording and audience and puts it under Needs you for a reviewer to verify.

Manage → Knowledge is the library. Everything Mello answers from starts here as a source with a title, a body, an audience and two dates. A new workspace also lists the policies most teams have, each with Use template or Upload yours.

The Knowledge library in Manage: a search field, a Show filter and an Add source button above a table of sources with their status, audience and review date. The employee handbook is published; two other sources are drafts.
Drafts and published sources sit in one list. Employees only ever see what is published to them.
The Add source menu open over the Knowledge library. It lists Write an article, Start from a template, Import a file, Add a website page and one entry per connectable provider such as Google Drive, Notion and Confluence.
Add source lists every way in. Providers your workspace has not connected are shown so you know they exist.

Start with a draft

  1. Give the source a title and check its text. For an imported file, read the extracted text of each draft, especially from scanned pages, before you publish.
  2. Choose Who can read this after publishing?: HR admins only, Everyone in this workspace, or Selected departments, teams or roles. The last option lists the departments and teams in People plus Managers and Individual contributors. A blank article starts with HR admins only; templates written for employees start with Everyone in this workspace.
  3. Set Effective date and Review by. Dates use UTC. On the Review by date the source stops being used in answers until someone reviews it, so for a temporary announcement set it to the day the information should drop out.
  4. Choose Save draft. Only reviewers and administrators see drafts.

Publish deliberately

  1. Open the source and choose Review and publish. Check the summary, including who can read it. If only HR admins can, employees won’t see it and Mello won’t answer them from it; choose Change who can read it to fix that before you confirm with Publish source. Publishing saves a version; Version history keeps every one.
  2. Employees can use the source once the audience includes them, the effective date has arrived and the review date has not passed.
  3. To change who can read a published source, choose Who can see this? in its header. Narrowing the audience removes access at once.
  4. Ask Mello a question the source answers and follow the citation. Reviewers see more than employees do, so check with an employee account or the audience picker.
The Publish this source? dialog over a draft called Taking time off. It lists the title, who can read it, the effective and review dates, a line saying what that audience means for employees and Mello with Change who can read it, a note to confirm the text is approved, and Cancel and Publish source buttons.
Review and publish summarises what employees will be able to rely on before Publish source confirms it.

Verify what Mello proposes

Mello proposes knowledge when an administrator tells it what employees should know, when an HR reply contains something reusable, or when it imports a file or page on request. Each proposal waits under Needs you → Knowledge to verify, marked New knowledge, Already in Knowledge or Suggested update, and in Slack as a Knowledge draft with Approve for everyone, Admins only, Edit and Dismiss.

Choose Review, edit the title, text and audience, then Approve knowledge or Decline. Keep private case details and one-off exceptions out of it. Approving publishes the source with your edits.

Guidance to re-check lists sources whose review date is due or passed. Employees lose access to an overdue source until someone reviews it and sets new dates.

Keep sources current

Choose Edit draft to prepare a correction, then review and publish it. Employees keep using the last published version while you edit. Withdraw takes a source down at once; Archive tidies away a source that was never published, and Restore brings it back.

The status column tells you what to do: Needs review means the review date arrived, Scheduled means the effective date is still ahead, and Changes need review means a connected document changed.

Company values deserve their own page. Praise settings can point at it, so Mello tags praise with the values people actually wrote down.

See what Knowledge is doing

Knowledge → Insights shows how many answers used verified Knowledge, which sources answer the most questions, where Mello found nothing (Missing guidance) and how proposals move from Proposed to Verified to Reused. Answer feedback lists employees’ ratings and notes with the sources used, never the question. What needs attention turns gaps into next steps.

What employees see

Employees open Knowledge from Home or a citation and see only published sources whose audience includes them. They can search titles, choose Look inside sources to search the text, and Ask in Chat to turn a search into a question.

The Knowledge library as an employee sees it: a list of published policies and guides with a search field that filters titles and a Look inside sources option that searches full text.
Employees get a reading view of what is published to them, with search and a shortcut to ask Mello.

Public guides and workspace knowledge are separate

These guides explain Shuffl and contain none of your company’s policies. Add private documents only in your signed-in workspace, with the right audience.

Ask the guides, the question box on these pages, searches only these public guides and does not save your question. For answers from your company’s sources, use Chat in your workspace.