Available Everyday · 5 min

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.

  1. Capture

    A finished design; Design context; Company knowledge; Propose from this design; the dialog.

  2. Approve

    Approve…; the full statement and sources; approve by name.

  3. Use

    A new design; ask a question the entry answers; the Agent cites it by id and version.

  4. 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

  1. Find it

    On a design, open the Design context tab and choose Company knowledge, next to This design and Library.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Desktop app · Design context · Company knowledge simulated · step 1 of 5
  1. 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

Covers: Company knowledge. See the full index