Knowledge Categories

Your knowledge base comes with several pre-defined categories to keep information organized. These include contacts (people and their details), companies (organizations and their attributes), decisions (business decisions and their rationale), pricing (rates, discounts, and payment terms), tasks (ongoing projects and to-do items), and preferences (your personal and business communication preferences). Each category has optimized storage and retrieval patterns to ensure the right information surfaces at the right time.

The contacts category stores information about people you interact with — names, email addresses, phone numbers, roles, preferences, and relationship notes. The companies category tracks organizations including industry, size, key personnel, and your business relationship with them. These categories are closely integrated with the CRM, and information flows between them automatically. When you mention a person or company in conversation, the AI links the information to the appropriate records.

The decisions category captures important business decisions along with their context and rationale. This is invaluable for maintaining consistency — if someone asks why you chose a particular vendor or pricing structure, the AI can reference the original decision. The pricing category stores all your rate cards, discount structures, payment terms, and special pricing agreements. When drafting proposals or invoices, the AI automatically references current pricing from this category.

Beyond the built-in categories, you can create custom categories for information specific to your business. For example, a real estate agent might create categories for "properties," "neighborhoods," and "market data." A consultant might create "methodologies," "case studies," and "certifications." Tell your AI employee to create a new category and it will be available for organizing future knowledge entries. Custom categories get the same semantic search and retrieval capabilities as built-in ones.