Knowledge Base
Team Notes
Capture internal knowledge, SOPs, and recurring issue patterns directly in the Knowledge Base.
What Team Notes Are For
Team Notes let you record operational knowledge that is not found in manufacturer manuals — things like internal procedures, common issue workarounds, site-specific quirks, and troubleshooting patterns your team has discovered over time.
Creating and Managing Notes
Go to Knowledge Base and open the Team Notes section.
Create a new note with a clear, descriptive title.
Write the content — keep it focused and actionable.
Add tags to categorize the note for easier filtering and search.
How Notes Help the AI
Once a note is indexed (status changes to 'Ready'), the AI can reference it during chat conversations. This means your team's collective knowledge improves every response.
- Update notes regularly as procedures change or new patterns are discovered.
- Delete outdated notes to prevent the AI from referencing stale information.
- Use tags consistently — for example, tag by equipment type, issue category, or building location.
Need more help?
Our support team is ready to assist you with any questions.