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Plans and knowledge
Write it down. Then let the agent read it.
A plan is the agreement. A knowledge base is the corpus. They are different objects, and both belong to the account.
Plans
- Strategy and implementation documents, with status.
- AI chat on the plan. The history stays with that document.
- New plan, Update, Analyze RFP, and Stakeholder summary run as Server Agent jobs.
- The summary is a one-to-two page brief you can email or print.
- A finished plan can become a project when you are ready to build.
Knowledge Base
- Text and files, owned by the account.
- Attach bases to an agent for retrieval. Detach them the same way.
- Global scope can serve agents and LMS, or you attach one base to one agent.
- Keyword retrieval for chat and tutoring.
- The operator can open the source behind an answer.