Client knowledge base

Each client's files and facts, organized on shelves, which Prophet looks up when it works for them.

3 min read·Updated Oct 2026

What to store

Everything you'd want someone new on the team to read on day one:

Briefings — what the client asked for, deadlines and scope
Brand — tone of voice, guidelines, what never to say
Contracts and proposals — what was agreed
Deliverables — what has been done, so it isn't repeated
References, competitors and frequent questions

On the client's page, the Knowledge tab organizes files on shelves. Every client starts with six, named in Portuguese: Briefings, Marca (brand), Reuniões (meetings), Contratos e propostas (contracts and proposals), Entregas (deliverables) and Outros (other). You can create more with New shelf, rename them and merge two. The Reuniões shelf belongs to the system: the client's archived meetings go there.

How to add

The tab's Add button has four options:

Upload file — PDF, DOCX, TXT, MD, CSV and images (PNG, JPG). You can also drop the file anywhere on the tab
Paste text — a title and the text
Add fact — a short, structured piece of information, like «preferred meeting time: mornings»
Add link — an address starting with http:// or https://

Each file's summary

After the upload, Prophet reads the file and writes a summary — it takes seconds and the row changes from writing summary to ready without reloading. If the row shows error, use Try again or remove the file. Clicking the file opens its details: summary, origin, shelf and how many times it was used in the last 7 days.

Suggested facts

Where they come from

From conversations and meetings: Prophet proposes new facts about the client, like a preference or a budget.

What you do

On the Briefing tab, a notice shows how many facts are waiting for you. Confirm, Edit or Dismiss. An unconfirmed fact stays out of Prophet's context.