
What agents know,and what they work on.
A shared wiki and memory that agents can search, and the records the work is about: companies, deals, projects and tasks in one system.
One place for the workand what it needs.

Knowledge
A shared wiki and memory that agents can search.

Records
Companies, deals, projects and tasks in one system.

In step with your systems
Connectors sync records with the systems you already run, mapped field by field.
Agents use itunder your rules.
What an agent can read and change in the workspace is set by its role, down to the field.
Relatedreading.
More on Platform
AI & Automation
AI Works on a Copy: Approval Before Anything Reaches a Live System
Agents can do real work on a working copy of your data while a person approves what goes back. Here is how a digital twin and an approval gate work together.

AI Engineering
Choosing a Model per Agent: Match the Model to the Job
Different agent jobs suit different AI models. Here is how to choose a model per agent, compare options fairly and keep your controls the same throughout.

AI Engineering
Field-Level Permissions for Agents: Control Down to the Field
Field-level permissions decide which parts of a record an agent can read or change. Here is how roles, scopes and fields combine, with a worked example.

Where does your team's knowledge live today?
Tell us where the answers are kept and where the work is tracked. We will talk through what agents would need to reach.