Skip to main content
Every Knowledge Hub page has a built-in AI chat. You can use it to draft a new page from scratch, refine an existing page, or pull in information from your sources. The agent runs on Claude and has direct access to the content in your workspace.
AI chat panel on the left with the page body editor on the right

​
Two modes

The agent operates in one of two modes depending on what you are doing. In both modes, the page preview on the right updates as the agent writes, so you can see changes take shape before you commit them.

​
Starting a chat from scratch

Open Knowledge Hub -> + Add -> New Page (or go straight to /knowledge/chat/new). The page opens in Discovery mode.
Knowledge Hub AI chat in Discovery mode, prompting you to describe the page you want to create
Describe the page you want. The agent will ask follow-up questions if the prompt is vague, then draft a page. You can keep iterating - “make it shorter”, “add a section on pricing”, “use our Discovery Call Framework as a reference” - until it looks right.

​
What the agent can do

The agent has four tools it can reach for during a conversation:

Search Knowledge Hub

Runs hybrid keyword and semantic search across every source and page in your workspace that you can see. Used when you ask about something the workspace already knows.

Read a source

Pulls the full extracted text of a specific source. The agent uses this after search when it needs the details.

Web search

Searches the open web. The agent uses this when a question is not covered in your sources.

Fetch a URL

Reads a specific web page. Useful when you drop a link into the chat and want the agent to pull it in.
The agent can call these tools up to 20 times in a single response, so it can string multiple searches together to answer a complex question. Below the chat input you can attach files, pages, sources, or recorded calls directly to a message. Attached content is sent to the agent as context for that turn. This is the fastest way to say “use this document to answer” without making the agent search for it. Images are sent as visual input - the agent can look at screenshots, diagrams, and photos. PDFs and text files are extracted and sent as markdown. If your workspace has a connected call recorder, you can also attach recorded calls. The agent receives the call summary and transcript as context, so you can ask it to draft a page from a customer call, pull out common objections, or summarize what a prospect said. The Browse Calls option is hidden if no call recorder is connected, and the picker only shows calls you’re allowed to view.

​
Drafts, not publishes

The agent always writes into the draft version. Nothing is visible to your workspace until you click Publish. This means you can experiment freely. When you do publish, the change type is recorded as AI Generation in the version history, so you can tell which versions were human-written and which came from a chat.

​
What the agent will not do

The agent is scoped to content in your workspace. It cannot see private data from other workspaces, user accounts, billing information, or anything outside Exec. Searches respect your view permissions, so if you cannot see a source, neither can the agent when you ask.

​
Getting Help

Questions about the AI agent? Contact us at [email protected].