Creating New Solutions Manually

While importing is powerful for scaling, manual creation is the best way to capture tribal knowledge or create highly tailored, gold-standard content. By writing a solution yourself, you give InSkill GPT a precise reference for critical procedures.

Creating a Solution

1. In the Copilots portal, select the copilot and open the Solutions tab.
2. Click the + icon in the rail on the left. A new solution opens on the Content tab.
3. Select the solution type: FAQ, Procedure, Troubleshooting, or Reference.
4. Enter a clear, descriptive Name. The name is required.
5. Write the solution in the editor.
6. On the Details tab, set who can see the solution and when it is used.
7. Click Save.

After saving, the solution follows the same approve-and-publish lifecycle as every other solution — see The Solution Lifecycle.

The Content Tab

This is where you build the substance of the solution.

• Solution type: categorizes the entry as FAQ, Procedure, Troubleshooting, or Reference. This helps the system understand the logic of the information. See Generated Artifacts for what each type covers.
• Name: the title InSkill GPT uses to surface the solution.
• Editor: write the solution in the markdown or html editor, or click Switch to Visual Editor for rich text. Use the toolbar to format text and add headings, lists, links, images, and tables.
• Images: click Upload Image to add a picture for the Technician.
• Preview: Content and Preview switch between editing and the rendered solution.

The Details Tab

The Details tab governs who can see the solution and when it is used.

• User Levels: the user levels that can see the solution.
• Visibility: where the solution appears — App, Web, and InSkill GPT Answers can each be turned on or off.
• Dependencies: conditions that must be met for the solution to be used. See Dependencies.
• Assigned to: the user responsible for maintaining the solution.
• Source: where the solution came from. Solutions created by hand show User.
• Parts: part numbers linked to the solution, so they are suggested when this fix is identified. Type a part number and click Add.

The User Log Tab

The User Log tab is the audit trail for the solution. It lists the date, user, and message for every change — for example, when the solution was created and each time it was edited.

Controls

The controls at the top right of the editor are:

• Language: once a solution is saved, the language drop-down shows it in each language enabled in Account Settings. Solutions are translated automatically.
• Save and Cancel.
• Approve, Publish, or Unpublish, depending on the solution's status.