Make source material usable for agents and operators
Imports, taxonomy discovery, cross-reference checks, and conflict detection turn scattered source material into something your team and agents can actually rely on.
Start with the systems your team already relies on
Knowledge & Context brings together conversations, business systems, and documentation so every agent starts from the same source material your team already uses.
Conversations
Calls, chat, SMS, email, Slack, Teams, and support transcripts tied to the workflow.
Systems
CRM records, tickets, internal tools, warehouses, and operational systems where work actually happens.
Documents and Knowledge
Docs, SOPs, PDFs, knowledge bases, wiki content, and internal reference material.
Where better context shows up first
The first gains usually come from workflows with repeated questions, stale knowledge, or too much time spent hunting for answers.
Knowledge Base Curation
Recurring confusion across calls, chat, and tickets becomes clearer article updates, missing answers, and approval-ready edits instead of another escalation.
- Spot repeated customer confusion
- Draft the exact article or revision
- Queue changes for review before publishing
Agent-Ready Support Context
Support workflows start with the same product notes, ticket history, and conversation patterns across channels instead of scattered partial context.
- Unify transcripts, docs, and tickets
- Surface conflicts before handoff
- Keep answers aligned across channels
Operator Research and Summaries
Ad hoc requests stop turning into dashboard hopping and message chasing. Cross-system context becomes a usable summary tied to the work behind it.
- Cross-system research in one place
- Weekly updates and board-prep summaries
- Slack- and email-ready outputs
Keeps knowledge usable, current, and grounded
The goal is not just to store information. It is to make the right information usable in the workflow, with conflict checks, freshness, and approvals built in.
What it needs to do
- Pull together conversations, docs, tickets, CRM, and internal systems by workflow
- Surface conflicts and missing answers before bad guidance spreads
- Route sensitive edits and updates through approval queues
- Keep source material fresh with syncs, freshness signals, and version history
- Respect permissions, records, and team boundaries across the context layer
What changes once it is in place
repeated questions caused by stale or missing answers
time spent chasing context across disconnected systems
handoffs when a person needs to step in
agent performance once the workflow reaches production
Controls that keep context usable
Shallow, stale, or overexposed context breaks agents fast. These are the controls that keep the layer reliable.
Scoped ingestion
Bring in only the conversations, records, and documents tied to the job at hand.
Hybrid search
Combine semantic search, filters, and structured metadata so answers stay grounded.
Granular permissions
Respect team, record, and system boundaries instead of exposing one giant shared index.
Continuous refresh
Keep doc, ticket, and system changes flowing into the context layer.
Shared context layer
Use the same context layer across agents, assistants, and internal tools.
Schema-aware indexing
Extract fields, entities, and metadata that matter to the workflow.
Version history
Track changes and roll back when source material or rules shift.
Evaluation hooks
Measure retrieval and answer quality against the workflow, not just search relevance.
Better context shows up in the work
Faster answers, cleaner handoffs, and stronger agent behavior all start with better source material.
faster execution
Onramp cut merchant reviews from 4-6 hours to under 10 minutes, turning days of work into minutes.
“The BotDojo merchant evaluation agent has been a game-changer for our operations.”
Eric Youngstrom
CEO, Onramp Funds
Start with the source material causing the most drag
Calls, chats, docs, tickets, and CRM records become usable context, clearer approvals, and a stronger foundation for agents that need to do real work.