{
  "@type": "help_guide",
  "id": "knowledge-base",
  "title": "Client knowledge base",
  "kind": "feature",
  "summary": "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.",
  "aliases": [
    "knowledge base",
    "kb",
    "client documents",
    "add a document",
    "what do you know about them",
    "knowledge gaps",
    "upload a file"
  ],
  "engine": null,
  "agents": [],
  "related": [
    {
      "id": "content-production",
      "page": "https://nexus.effiqs.com/help/content-production"
    },
    {
      "id": "g2m",
      "page": "https://nexus.effiqs.com/help/g2m"
    }
  ],
  "reviewed": "2026-10-15",
  "sections": [
    {
      "heading": "What it does",
      "key": "what-it-does",
      "markdown": "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."
    },
    {
      "heading": "Set it up",
      "key": "set-it-up",
      "markdown": "- **\"Add this to their knowledge base: [link].\"** Docs, PDFs, slides, sheets and web pages work. Drop a file in the channel to upload it.\n- ✋ Tell your Nexus team what may be quoted. Confidential material informs the work but is never quoted in published pieces.\n- ✋ Transcripts of the client's own calls need you to confirm you may share them."
    },
    {
      "heading": "Check and curate",
      "key": "check-and-curate",
      "markdown": "- 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."
    },
    {
      "heading": "Troubleshooting",
      "key": "troubleshooting",
      "markdown": "- **A piece reads generic.** Little is on file for that topic. Add documents or answer the open questions.\n- **Nexus refused a document.** It names another client: check you're in the right channel."
    },
    {
      "heading": "Prompts",
      "key": "prompts",
      "markdown": "- \"Add this to their knowledge base: [link].\"\n- \"What questions do you have for the client?\""
    }
  ],
  "prompts": [
    {
      "text": "Add this to their knowledge base: [link].",
      "tool": "add_client_knowledge"
    },
    {
      "text": "What questions do you have for the client?",
      "tool": "list_client_gaps"
    }
  ],
  "page": "https://nexus.effiqs.com/help/knowledge-base",
  "markdown": "https://nexus.effiqs.com/help/knowledge-base.md"
}