Workspace knowledge
Knowledge is a dated note store for a person, company, or organization. Workspace notes can hold the ICP, offer, approved proof points, tone, and explicit exclusions for an agent to consult.
Saving a correction makes it available to later work. It does not automatically train the model or enforce the instruction; ask the agent to read the relevant notes and inspect the draft against them.
Workflow
- Read the existing notes at the correct entity scope.
- Append verified facts with a source and review date.
- Separate durable guidance from short-lived research and unknowns.
- Review drafts against the notes and use explicit marks for do-not-contact.
In practice
Save an approved customer result with its source and allowed wording. Before drafting a new sequence, read that note and check that the copy does not expand the claim.
Boundaries
Notes are size-capped and older blocks can be summarized. Store structured research in group columns and operational exclusions in marking tools; prose notes do not replace either.
Tools for this workflow
- get_knowledge
Read saved notes about the workspace, a person, or a company.
- append_knowledge
Add a dated note that later research and drafting can reuse.
- write_column_values
Store researched member values and evidence using write_column_values.
- mark_person
Set a person's qualification state or do-not-contact flag.