Knowledge
Give your agent the context your company has.
Connect your tools, and add the definitions, decisions, and instructions that make its work fit your business.
Company context
Explain your company context once.
Keep reusable knowledge, and read current facts from the systems they live in.
Connect the source of truth
Use integrations to read current data from systems, documents, and databases.
Keep useful company knowledge
Save the terms, preferences, and facts you’d otherwise repeat in every request.
Skills
Reuse a way of working
Save instructions for recurring tasks as skills, so the team can reuse a process that works.
Shared knowledgeDefinitions, useful findings, and workflow instructions.
Better starting contextThe next task uses what the company already knows.
An example
Make every revenue report use the same definitions.
The agent needs the latest numbers and what your company means by them.
Step 1
Define the terms
Explain how you define revenue, churn, pipeline, and reporting periods.
Step 2
Connect current data
Let the agent read approved billing and CRM sources when preparing a report.
Step 3
Improve the shared instructions
Review the report and refine the instructions the next request starts from.