📸 Screenshot to insert [/en/cortex/knowledge]: Knowledge page with the Pages tree on the left, the list of documents by area, the glossary and the 'New page', 'Note', 'Term' and 'Upload' buttons.
How it works, in one sentence
You write Pages, add documents and glossary terms → iTeam indexes the content by meaning → when an agent (or Cortex) needs it, it searches, uses and cites it — respecting the permissions of whoever asked.Three things you keep here
Pages
Documents and files
Glossary
Pages: living documentation
A Page is the document your company reads every day — the refund policy, the onboarding walkthrough, the sales team rules. Click New page and start writing.📸 Screenshot to insert [/en/cortex/knowledge]: full-screen Page editor, with the title as H1, the formatting bar, the side outline and the 'Write with AI' panel open.
Every page has an address
A page is not a dialog: it’s a screen with a link. The address shows up in the browser bar — you can send it over chat, paste it in meeting notes, bookmark it, open it in another tab. The reading screen gives you back, a clickable trail up to the parent page, an outline that jumps straight to a section, sub-pages and related pages as links, a copy link button, the history, and Edit (which edits at the same address). Documents, files and glossary terms have their own screen too.The editor, for non-technical people
- Plain-language formatting: bold, italic, headings, lists, task lists, quote, code, divider, link.
- Images: drag them in, paste (Ctrl+V) straight from a screenshot, and drag the edge to resize.
- Tables with header row, add/remove row and column.
- Callout panels (tip, info, warning, success, error) for what must not be missed.
- Automatic outline built from the headings — the page navigates itself.
/menu: type/mid-text and pick a block (heading, table, image, panel, list…).- Copy and paste from outside keeps the styling (bold, lists, links, tables).
- Local draft on every keystroke: if the browser closes, your text is there when you come back.
AI writes with you — and you say what you want
The AI button at the top of the editor opens the writing panel. The important part: there’s a field where you say what you want, in plain language — “focus on the sales team, include a table of minimum office days and an equipment checklist” — and the AI follows it.Outline
Section by section
Improve what's already written
Organization: tree, sub-pages and labels
- Sub-pages (up to 4 levels): click + sub-page in the tree. Great for “Sales handbook → Prospecting → Contact cadence”.
- Drag to move a page to another parent or another position.
- Labels (e.g.
policy,onboarding) to filter the tree. - Page mentions: type
@and the title to create a link between pages. Each page shows who cites it.
History and periodic review
Every publish creates a version with author and date. You open the history, compare and restore any earlier version — nothing is lost. You can also set “review every N days”. Once the deadline passes, the page is flagged as may be out of date and the owner is chased automatically until they click reviewed.On mobile
On the phone the page fills the screen below the app bar, with the formatting bar scrolling horizontally, the AI panel rising as a bottom sheet, and the same save draft, publish, history and access buttons.Adding a document or a file
Pick the area
Upload or write
Set who can read it
