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Help/Features/Client knowledge base
Features

Client knowledge base

The knowledge base holds what Nexus knows about a client beyond its strategy files: documents, case studies, call transcripts, its own web pages, and the facts and preferences people tell it. Briefs use it so each piece has client-specific substance instead of category-level filler.

What it does

The knowledge base holds what Nexus knows about a client beyond its strategy files: documents, case studies, call transcripts, its own web pages, and the facts and preferences people tell it. Briefs use it so each piece has client-specific substance instead of category-level filler.

Set it up

  • "Add this to their knowledge base: [link]." Docs, PDFs, slides, sheets and web pages work. Drop a file in the channel to upload it.
  • ✋ Tell your Nexus team what may be quoted. Confidential material informs the work but is never quoted in published pieces.
  • ✋ Transcripts of the client's own calls need you to confirm you may share them.

Check and curate

  • Answer Nexus's questions: "What questions do you have for the client?" then answer one: "Answer gap 3: our average deal is $40k." Answers make later pieces more specific.

Troubleshooting

  • A piece reads generic. Little is on file for that topic. Add documents or answer the open questions.
  • Nexus refused a document. It names another client: check you're in the right channel.

Prompts

  • "Add this to their knowledge base: [link]."
  • "What questions do you have for the client?"

Machine twins: /help/knowledge-base.json · /help/knowledge-base.md · /help.json · /llms.txt

Reviewed 2026-10-15. In Slack, ask Nexus how do I … and it answers from this guide, with where your company stands.

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