Knowledge Packs
A knowledge pack is a curated collection of information that the assistant and agents draw on when answering questions and doing work. Think of it as the reference library for a specific domain: tax law, employment regulations, your firm's internal procedures, or a client's background documents. What goes into a pack, and which agents have access to it, is configured by your administrator.
What a knowledge pack contains
A pack can contain regulatory texts, internal guidelines, normative documents, or any other reference material your administrator has chosen to include. The assistant and agents use the content of assigned packs when forming their responses — they do not search the open internet.
Which packs apply to you
Your administrator assigns knowledge packs to agents and to the assistant workspace. You work within what has been configured for your role and your clients. If you feel the assistant is missing important reference material, raise it with your administrator.
When packs are updated
Your administrator updates knowledge packs when regulations change, new procedures are introduced, or reference material is revised. Updates take effect immediately. If you notice a response that seems to be based on outdated information, report it to your administrator.
Client-specific knowledge
Some packs are configured for a specific client only. When you are working within that client's cases, the relevant knowledge is available. When you are working on a different client's matters, that knowledge is not in scope. This separation is automatic.
Platform features and interface are subject to continuous improvement. Descriptions in this guide may not reflect the exact layout or wording of the latest released version.