Solution overview
Keep team communication and documents organized. Outcome: Structured communication and searchable institutional knowledge.Features enabling this
- Rooms: Central hub for team discussions and work
- File Management: Library for SOPs, playbooks, training
- Doc Editor: Create pages for updates and procedures
- AI Assistant: Summarize files or retrieve insights
Get started
1
Create a Knowledge Room
Invite cross‑functional members (ops, finance, training).
2
Organize the library
Link or create folders for SOPs and templates.
3
Build pages
Use the Doc Editor for playbooks and announcements.
4
Use AI for retrieval
Ask questions and summarize documents.
Best practices
- Keep titles consistent and add dates to updates
- Use templates for recurring announcements and SOPs
- Centralize “source of truth” folders and link them across rooms rather than duplicating
Learn more
- Rooms: ../platform/rooms.mdx
- Files: ../platform/files.mdx
- Doc Editor: ../platform/doc-editor.mdx
- AI Assistant: ../platform/ai.mdx