📘 What is Knowledge?
Knowledge is a powerful feature that lets you share helpful documents, notes, or instructions with your AI Employees.
You can:
Paste in how-to guides
Copy text from important documents
Write reminders or explanations
Think of it like a shared notebook — your AI Employees can read from it whenever they need to do their work better.
💡 Why Use It?
Sometimes your AI Employees don’t know exactly what you expect — especially when a task has special rules, context, or background.
With Knowledge, you only have to explain things once. After that, your AI Employee can refer back to it any time — no need to repeat yourself!
🚀 How to Use It
Go to the Knowledge tab
Click "New content" to start
Give it a clear, descriptive title
Write or paste your text in the content box
Click Publish to make it available to your AI Employees
✨ If you update the content later, don’t forget to Publish again so they get the latest version.
👀 Visibility: Who Sees What?
Each piece of Knowledge can be shared with specific AI Employees only — so the right info goes to the right role.
For example:
Your support AI Employee can access your FAQs and help articles
Your executive assistant AI Employee can view your schedule and preferences
Your social media AI Employee can read your brand tone and style guide
You decide which AI Employees get access. The rest won’t see it — simple and secure!
🧩 Example Uses
Here are a few smart ways to use Knowledge:
✏️ Add a note about your brand tone for your social media AI Employee
🙋 Store common answers or policies for your support AI Employee
🕒 Share your working hours and preferences with your executive assistant AI Employee
📌 Pro Tip: Keep each Knowledge entry focused on a single topic — it’s easier to manage and easier for your AI Employees to understand.
🔍 Knowledge vs Guidelines: What’s the Difference?
| Guidelines | Knowledge |
🧠 Purpose | Rules to follow every time | Info to refer to when needed |
📌 Example | “Always write in a friendly tone.” | “Here’s a list of common support answers: ” |
⚙️ How it works | Always active — like habits | Optional — like a helpful manual |
Use both together:
Guidelines = how your AI Employees should behave
Knowledge = what your AI Employees should know
Together, they help your team of AI Employees work smarter, faster, and with more context.