Knowledge Base

Versioned documents — playbooks, ICPs, brand guidelines, decisions,
meeting notes — that agents read, write, and reason over.

What it is

The Knowledge Base is where your business writes things down. It's the
durable counterpart to channels: channels are conversation, the
knowledge base is what survives the conversation. ICP definitions,
sales playbooks, brand voice guides, pricing rationale, post-mortem
notes, recurring meeting agendas, customer interview synthesis — all
live here.

Documents are versioned, searchable, and linked. Agents both read from
the knowledge base (to ground their work in your business's actual
practices) and write to it (to capture interview themes, decisions, and
playbook updates). Wiki-style links let documents reference each other.

What you get

• A document tree organized by topic (no rigid folder hierarchy)
• Full-text and semantic search across all documents
• Version history on every document
• Wiki-style linking between documents
• Markdown editing with live preview

• Cross-references to work items, contacts, decisions, and other
  artifacts auto-linked wherever they appear

• Agents can read the knowledge base when answering questions, drafting
  documents, or making decisions

How agents use the knowledge base

Three core patterns:

• Read for grounding — when the sales agent drafts an opener, it
  reads the ICP and brand voice guide first.

• Write for synthesis — when the research agent finishes processing
  a customer interview, it updates the themes document with the new
  evidence.

• Cross-link — when a decision gets logged from a channel
  conversation, the agent links the decision back to the playbook it
  affects.

The knowledge base is what makes agents know your business. A
generic chatbot starts every conversation from zero. An agent with
read access to your knowledge base starts every conversation from
your ICP, your pricing, your last quarter's lessons.

In small businesses

For a small business, the knowledge base is also the system of record —
the place that replaces the founder's mental model when the founder
isn't in the room. As the team grows, new hires read the knowledge
base instead of pulling the founder aside.

Where the knowledge base shows up across the business

• In Outbound sales motion: ICP,
  call scripts, objection handling, won/lost postmortems all live here.

• In Cash flow stabilization:
  cash policy, trigger thresholds, lender covenants, decision log.

• In First paying customers:
  every interview transcribed and tagged; ICP and brand kit assembled
  here.

• In New product line: adjacency
  analysis, fit case, launch playbook.