Your agent is only as good as what it knows.
Knowledge Base is where your agent gets its context—your company's voice, your sales rules, your customer profiles. Everything the agent reads before it writes an email or preps a call lives here. Better knowledge in, better output out.
The documents that define your agent.
Every agent starts with a set of bootstrap files that shape how it thinks, writes, and acts. Soul.md defines personality. Rules.md sets boundaries.
These aren't configuration screens with dropdowns. They're documents you write in plain language.
"Always follow up within 24 hours." "Never discount more than 15%." The agent reads them and follows them on every single task.
Bootstrap
# Sales Execution Rules
1. Always maintain a professional but warm tone.
2. Never offer a discount greater than 15% without manager approval via task.
3. Ensure all follow-up emails are drafted within 2 hours of a call ending.
## What We Do
BlueReef provides an AI-native deal management platform...
## Key Differentiators
- Dynamic plans vs static sequences
- Overnight batch processing
- Deal-specific call prep
Your positioning, your customers, your playbook.
Company.md tells the agent who you are—your product, value prop, and differentiators. Customers.md describes your ideal customer profile.
When the agent writes an email or preps a call, it draws from these documents. Your messaging stays consistent across every rep because every agent reads from the same source.
Update Company.md once and every agent on the team reflects the change overnight.
Proven messages your agent uses by default.
Templates are documents in Knowledge—emails, texts, call scripts. The agent selects the right one when building deal plans.
"Gentle Check-In" for a follow-up email. "Meeting Confirmation" for a booking.
Team templates are shared by the manager. Personal templates are created by individual reps. The agent checks personal first, then falls back to team. It learns your preference automatically.
Check-In.md
Confirm.md
Subject
Quick question regarding {{contactName}}
Body
Hi {{contactName}},\n\nJust checking in on the {{dealFocus}} we discussed...
100% of actionable information retained.
Your agent cleans up after itself.
Knowledge isn't static. Deals close. Contacts change roles. Transcripts pile up. If the agent's context gets bloated, its output gets worse. So it maintains itself.
Twice a week, the agent runs a memory audit. Old transcripts get compressed—a 40-minute recording becomes a structured summary of decisions and next steps.
Closed deals get archived. The agent stays lean, relevant, and current without anyone managing it.