Teach the Agent your company's practice
Capture a preferred material, standard detail or lesson from a finished design, approve it once, and the Agent cites it when it applies.
Video in production
Until it is ready, this is the running order. Each step is also written out below, and you can try it in the simulator.
- Capture
A finished design; Design context; Company knowledge; Propose from this design; the dialog.
- Approve
Approve…; the full statement and sources; approve by name.
- Use
A new design; ask a question the entry answers; the Agent cites it by id and version.
- Revise or revoke
Revise… and Revoke…; source status lines.
You need
- A design whose design intent, agent instructions or a private library entry records the practice
- Someone who can approve it under their name; that can be you
You'll come away with
- Capture a practice from a finished design
- Approve it so the Agent can use it
- Revise or revoke it later
Step by step
Find it
On a design, open the Design context tab and choose Company knowledge, next to This design and Library.
Propose from a design
Choose Propose from this design. Pick a Kind (Preferred material, Standard detail or Lesson learned), give a Title, and write the Statement: what to use or do, and why. Optionally say which part classes, tags and limits it applies to. Then tick what to cite: the design intent, agent instructions or a private library entry, as they are now.
Approve it
A proposal never reaches the Agent. Open it and choose Approve…, read the full statement and its sources, and approve under your name. Only people propose and approve; the Agent cannot.
How the Agent uses it
When the Agent searches the shared library and an approved entry's title or statement matches, it receives the entry as reference data with its id and version, and is told to cite them. It never overrides your own request or this design's intent.
Keep it current
Revise… proposes a new version; the current one stays in force until the revision is approved. Revoke… stops the Agent receiving it at once. Each source shows whether the text it cites is current, changed since cited or no longer found.
Try it here.
The labels and messages are the app's own. The title, statement, design and names are examples.
Company knowledge
- About
- Approved entries reach the agent as reference data when its library search matches them, and it cites them by id and version. Only you propose and approve here; the agent cannot. Local to this workspace.
- Button
- Propose from this design
Runs the product's own code
What it won't do
- Entries stay in this workspace on this computer. Nothing is synced to other computers or people.
- Nothing is captured automatically: a person proposes every entry, citing text a design already holds.
- The Agent finds entries by matching words in their title or statement, newest approval first, at most 20 per search.
- Approved entries are reference data. The Agent is told to cite them, but whether it does depends on the model.
- Matching entries go with the conversation to whichever AI connection you use; with a local model they stay on your site.
If you see a message
This design has nothing to cite yet. Save its design intent or agent instructions, add a private library entry, or close a review decision, then propose from it.
Cite at least one source from this design.
The citation of … is for revision … but the design is at revision …; reload and cite it again
The cited … has changed since it was read; reload and cite it again
Cited design … / … was not found
Covers: Company knowledge. See the full index