Handbook

The search bar at the top of the Handbook finds procedures by title, category, or any of the keywords you've added. It's the fastest way to find a specific procedure in a growing Handbook.

By default, every Handbook procedure is available to every AI agent. Access rules let you restrict a procedure (or a whole category) to specific Agent Stacks, specific Agent Members, or mark it confidential.

Group Handbook procedures into categories so they're easy to maintain and easy to scope access rules to. Categories are created inline in the Manage Categories panel — no modal, no ceremony.

Never. Handbook procedures shape what the AI does, not what it says. If the customer should see the words, write them in a Knowledge Base article instead.

The Knowledge Base is for customers — published, indexed, multilingual, public. The Handbook is for your AI agents — internal, private, never quoted to customers. Use both.

Open Handbook, pick a category, click New procedure, write it in instruction language, set access rules if needed, and turn visibility on. AI agents start using it within seconds.

The Handbook is your internal procedure library. AI agents read it for context — escalation rules, refund policies, who-handles-what — without ever quoting it to customers.