Organizing & asking
How captured material becomes small sourced facts, how gaps get flagged, and how anyone on your team asks questions in plain English.
Updated 2026-08-26
Where does my captured knowledge go?
Every capture is broken into atomic knowledge items — one fact, duty, contact, or deadline each — with the source attached (who said it, when, via what channel). Admins can see everything, including raw transcripts, in the Knowledge Bank; each role also has a playbook grouping its items by topic.
How do answers work?
Ask a question in plain English on your workspace home page. The answer is grounded only in your organization's captured knowledge and cites its sources (“According to Maria, captured July 2026…”). If the knowledge isn't there, it says so honestly and suggests who might know — it never invents facts.
What is “Key missing information”?
When the AI organizes a capture, it flags gaps — things a successor would need that nobody has documented. Each gap has a Capture button that starts an interview aimed directly at that missing piece, so you don't have to remember what was missing.
Can I edit or delete a knowledge item?
Admins can. Open the role's playbook — every item has Edit and Delete controls. Edits re-stamp the item as freshly confirmed; deletes are permanent and audited.
What does “may be stale” mean?
Knowledge not re-confirmed in 180 days gets flagged so someone can verify it's still true. Community plans add scheduled review calendars that create these reminders on a cadence you set.