Knowledge provides facts, policies and procedures. Guidance tells Scout Agent how to apply your team’s expectations when it works. Keep each item focused so it can be selected for the right situation.
Before you start
You need permission to edit Scout Agent’s shared knowledge and guidance. Use current, authorized source material.
Choose the content type that matches the information Scout Agent needs.
Add knowledge and guidance
Open Scout → Train → Knowledge.
Choose Fact for a short standing truth, Article for a policy or how-to, or Document for a supported file.
Give the content a clear title. For an article, add a When to use note and the actual instructions or answer.
Review its status and audience. Draft content is not used by Scout Agent; turn on the reviewed content you intend it to use.
Open Guidance to review tone, answer length and rules for communication, clarification and sources. Save or publish the change using the editor’s controls.
Test a question or situation that should use the new content and inspect the answer or behavior.
Check the result
The intended content is Live and available to its audience, and a relevant test shows Scout Agent using the right facts and instructions. A file still indexing or marked Couldn’t read needs attention.
Write a useful reference article
State when the article applies, the steps or policy, exceptions and the result that proves success. Put important facts in text rather than only in an image.
For guidance, focus one rule on one decision. Use conditions or the available task-type scope when the instruction should not apply to every task.
Maintain one answer
Remove or correct outdated sources that conflict with the new instruction. Test related scenarios after changing a shared rule so a fix for one workflow does not create a problem in another.
If something does not look right
What you see | What to check |
Scout Agent ignores a document | Check indexing, Live status, audience and whether the question matches its content. |
Instructions conflict | Review overlapping guidance and knowledge, then keep a single clear rule for the decision. |
Is Knowledge the same as Memories?
Is Knowledge the same as Memories?
Knowledge is deliberately supplied reference content. Memories contain learned facts about records, relationships or how the workspace works. Review both when correcting an answer.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.