Business Knowledge

What to keep out of Business Knowledge

Information that should never be uploaded for the assistant.

Last updated October 3, 2026

Overview

Anything in Business Knowledge may be used in replies to customers, so only add information you are happy for a customer to read.

Never upload:

  • Passwords, door codes or account logins.
  • Employee personal details or tax numbers.
  • Other customers' names, addresses or records.
  • Internal costs, margins or private contracts.

More details

Business Knowledge stays private to your workspace, but the assistant can repeat it to the people who text you.