Knowledge

Knowledge gives a worker access to source material it can search and reference while working. This is how you ground a worker in your organization’s policies, precedent, files, and reusable context.

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What knowledge gives a worker

Connected knowledge can help a worker:

• Answer questions from approved source material
• Follow company policies or procedures
• Use precedent language
• Compare documents against internal standards
• Find relevant context before running a workflow

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What to connect

Good knowledge sources include:

• Policy libraries
• Matter or project references
• Precedent documents
• Standard operating procedures
• Product or service documentation
• Internal FAQs

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How knowledge appears in the skill tree

Knowledge bases and document stores appear as connected resources in the skill tree. Private stores can be opened from the skill tree for review.

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Workspace vs. knowledge

Use Knowledge for reusable, governed source material. Use Workspace for files the worker is actively handling, such as drafts, one-off uploads, or task-specific working files.