Concepts
Knowledge
Freeform markdown notes on people, companies, or the whole workspace - the agent's memory between sessions.
Knowledge is where an agent keeps what it learned: qualification nuance, messaging that worked, context from a call. It is freeform markdown attached to an entity, readable and appendable through two operations.
Entities
entity_type | Attached to | entity_id |
|---|---|---|
person (default) | One prospect | person slug or UUID (alias: person_id) |
company | One account | company slug or UUID (alias: company_id) |
organization | The whole workspace | omit - the tenant org is used |
Reading and writing
get_knowledge- read the markdown for an entity.append_knowledge- append a timestamped block (text, optionalauthor, defaultagent). Appends never overwrite; when the size cap is hit, the oldest blocks roll up so the note stays bounded.
Organization-level knowledge is the natural home for ICP definitions, tone guidelines, and cross-campaign learnings; person- and company-level notes hold lead-specific context that search filters can't express.
Learnings in envelopes
Every operation response carries a learnings array in the
Helper Envelope - operations surface durable observations there as
they happen, and append_knowledge is how an agent makes its own observations stick.