Why did we choose this approach? Which policy applies? Keep the answer with its source, the reason behind it, and the person responsible for keeping it current.
Mac-only for now. Free during the beta (invite-only).
Keep the useful part
Turn source material into knowledge your team can check.
Keep the policy that settled the question, the reason behind a technical choice, or a method worth using again. Add its source and owner, then review it for reuse.
Native source imports
Two guides disagree. Give the answer an owner.
01
Two source pages
Bring the onboarding guide and the current access-request procedure into the relevant knowledge room.
02
A record to review
Review the proposed guidance, resolve conflicting steps with the policy owner, and approve the corrected record.
03
A shared answer
Your AI teammate can use the approved guidance with its source reference when the same onboarding question returns.
Confirm the customer’s data owner and input format before agreeing a delivery milestone.
Your team decides the next step
Google Drive and SharePoint source imports require workspace setup. Use Google Docs or supported SharePoint files, with sensitive client details removed.
Inside Company memory
Knowledge your team can come back to.
Keep the source
An answer is more useful when you can check it.
Keep the policy, customer context, decision or process with its supporting source and owner. The next person can follow the reasoning, not just repeat the answer.
Company knowledge with its source and owner.01 / 03
Review what stays
Make approval part of the record.
Contributions start as drafts. People with review permission approve what stays and check whether existing knowledge is still current.
The review status and the person responsible.02 / 03
Use it in the work
Bring yesterday’s reasoning into today’s question.
Find relevant approved knowledge with your teammate. Follow its sources and check whether the earlier answer fits the question in front of you.
Relevant records, with sources you can check.03 / 03
Facts, records about customers or other entities, decisions and processes. Keep the useful knowledge with an owner and supporting sources, rather than saving an entire conversation as guidance.
Who can read the records?
Human access is organization-wide in the current beta. Rooms organize context, not private spaces between members. Configure external-agent retrieval scopes separately.
Is memory shared with AI teammates by default?
Approved shared company memory is available by default alongside a teammate’s assigned room. You can turn shared memory off for a teammate and grant additional room access explicitly.
Bring one real workflow
Try it on work your team already does.
Choose one recurring question, bring the source material, and name the person who will review the answer. Start there, then decide what is worth repeating.
Mac-only for now. Free during the beta (invite-only). Have a workflow in mind? Plan a pilot with us.