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Knowledge is your company’s shared, timeless know-how: facts, guides, strategy, SOPs, and reference material. Agents read it automatically — high-importance entries are injected into every conversation and run, and agents can be pinned to specific entries. Where: Sidebar › Knowledge › Knowledge. The Strategy and SOP entries in the Company section are the same knowledge base filtered to those categories.

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The Knowledge view

Knowledge renders as a standard table view (all the controls in Data Views apply: search, filter pills, category tabs, columns, CSV export). Entries are sorted by importance by default. What you see follows your active department and each entry’s visibility scope.

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Anatomy of a knowledge entry

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Creating knowledge

  • In Chat: type /learn followed by your text, click Save as Knowledge under any assistant reply, or use + New entry in the context picker. A confirm card lets you adjust every field before saving, and warns if a similar entry already exists.
  • In the view: the Add button opens the same field layout as the record detail.
  • By agents: agents with the Save Knowledge permission can write entries; agents can also maintain a living knowledge document as their output target (see Agents), and the nightly self-learning sweep can propose new entries for admin approval (see Skills & SOPs).

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Editing and history

Click an entry to open its detail popup. Edit fields and Save changes. On history-enabled views the History tab shows every saved version with a field-level diff and per-version Restore.

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How agents use knowledge

  1. Always-load: entries with importance ≥ 8 in your scope are injected automatically — the context meter in Chat shows exactly which ones.
  2. Pinned: an agent can be pinned to specific entries it always reads (Agents › Skills & Tools › Memory & Knowledge).
  3. On demand: agents and chat search knowledge with recall tools; /recall in Chat shows you the same results.

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Permissions

Everyone can read entries in their scope and create entries. Category management is admin-only. Agents never see more than their owner’s scope allows.