Workspace AI knowledge
Guide AI with workspace-specific playbooks, files, and feedback.
Workspace AI knowledge helps Kwantflow AI behave more like your team expects inside one workspace.
It does not become a shared global memory across every workspace on the device.
What you can add
Workspace AI knowledge can include:
- playbook text
- uploaded knowledge files
- feedback that reinforces preferred corrections
What it affects
This guidance can influence AI-supported drafting, Ask Kwantflow AI, and other workspace AI tasks where the current workspace context matters.
Scope
Knowledge stays inside the workspace where you added it.
If you switch workspaces, the AI should use the active workspace knowledge instead.
Priority
Use workspace knowledge for instructions, terminology, commercial rules, and reusable estimating guidance that should apply repeatedly.
Use direct prompt instructions when the task is specific to the current job.
Review and removal
Remove or replace outdated playbook text, files, or feedback when your process changes.
Keep this information current so AI suggestions stay useful instead of repeating old rules.
Important rule
Workspace AI knowledge improves guidance, not authority.
You still need to review AI-generated estimates, drafts, detections, and record proposals before using them.
Next: Setup import.