Use Knowledge

Knowledge is the workspace library of documents Signal can use alongside structured data. It is suitable for strategy, definitions, research, past analyses, policies, customer context, and other reference material.

Data and knowledge are different#

• Data supplies structured measures and records that Signal can calculate over.
• Knowledge supplies narrative context, definitions, methods, and evidence that Signal can read and cite.

A pricing Task may calculate from sales and price data while using a customer strategy document to frame the recommendation.

Add a document#

1. Open Data → Knowledge.
2. Choose the appropriate workspace collection.
3. Upload the document and add a clear title and description where requested.
4. Wait for processing to complete before expecting it in Chat or Tasks.

Use a title that another person would search for. Include the market, customer, period, and document type when relevant.

Only upload material your workspace is entitled to use. Remove obsolete versions so a later answer does not cite superseded guidance.

Choose a collection#

Collections group documents by purpose. Your workspace collections contain material your team manages. Signal also provides shared, read-only collections for commercial best practice and product usage guidance.

Shared collections may appear as sources even though their documents are not listed among workspace uploads. If a shared guide needs correction, contact Signal rather than uploading a replacement into your workspace.

Use knowledge in Chat and Tasks#

Chat searches relevant knowledge when a question can be answered from existing material. Check the citations or ask Signal which document supports the answer.

For a Task that must use one specific document, attach or pin it as context. This is more reliable than assuming a broadly worded prompt will retrieve the exact version you mean.

Keep the library trustworthy#

• Prefer one current, clearly named version over several near-duplicates.
• State the owner, scope, and effective period inside the document.
• Remove or replace expired guidance.
• Separate factual source material from brainstorming notes.
• Check that sensitive material belongs in the current workspace.