Topline Docs

Assistant

Company Knowledge

Propose, review, and maintain durable company facts and operating policy.

Company Knowledge

Propose, review, and maintain durable company facts and operating policy.

Where to find it

Open Account > Assistant > Knowledge.

Address: /account/assistant?panel=knowledge.

Add a company fact

In Add knowledge, enter Title and What should the company know?. Add an HTTPS Citation URL when you have a supporting source. Choose Review and add, then read the item's status and explanation in Activity.

Clear, trusted facts may publish automatically. Sensitive or conflicting changes can require confirmation. A successful submission is not a guarantee of publication. If you have read-only access, ask a knowledge steward to make the change; there is no search control on this panel.

Review and change an item

Published changes and proposals appear together in Activity; there is no separate approval inbox. Authorized users can choose Confirm for a confirmation-required item. Edit opens its title, knowledge, and citation fields; Review edit submits the revision through review again.

Undo is available for a published change. Archive is available for an eligible non-published item. Read the current status before choosing either. These actions affect company knowledge, not previous chat messages or artifact contents.

Recover a failed operation

Use Refresh to fetch current activity. A load error has Try again. A rejected proposal's explanation helps identify a conflict or unsupported fact; correct it before resubmitting. If proposal access cannot be checked, retry collection status rather than assuming the item is published.

Choose the right destination

Use Preferences for personal behavior, Glossary for terminology, and Knowledge Bases for document collections.