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Keep what your team knows.
Make it easier to find.

Organize company knowledge and personal knowledge in the workspace. Keep useful information available to your team and the assistant within their access.

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  • Operations

    • Customer onboarding
    • Returns and refunds

  • Marketing

    • Brand and writing guide

  • Products

    • Product reference

  • Events

    • Workshop playbook Draft

  • People

    • Hiring handbook Draft
Collections
6
Shared
4
Drafts
2
Sources
18

Customer onboarding

Operations4 sourcesUpdated 22 Oct by Maya Chen

What happens in the first week after a customer signs. The account owner books the kickoff call, confirms the billing contact and the delivery address, and sends the welcome email.

Anything unusual goes on the customer record before the first delivery, so the next person to pick it up starts with the full story.

Sources

  • Kickoff call checklistText
  • Welcome email templateText
  • Delivery areas.pdfFile
  • Customer FAQWeb page

Shared. Your team and Agaro Agent can use this.

Illustrative sample records. Not a live workspace.

What the team shares, what you keep.

Workspace knowledge

Maintain articles and collections that capture the information your team needs for the business.

Workspace knowledge

Notes, files and web pages your team and Agaro Agent can use to answer questions about the business.

  • Customer onboardingOperations · 4 sourcesShared
  • Brand and writing guideMarketing · 3 sourcesShared
  • Workshop playbookEvents · 2 sourcesDraft

Your team and Agaro Agent can use these

Personal knowledge

Use the personal scope for your own knowledge and the memory entries available to your account.

My knowledge

What Agaro Agent remembers about you, plus notes and files only you can use.

  • Weekly check-in notesText · 2 sources
  • Supplier terms.pdfFile · 2 sources
  • Pricing ideasText · 1 source

Only you can use them

Permission aware authoring

The workspace’s authoring controls and role rules decide who can create or edit shared knowledge.

Drafts
Only admins can see these.
Adding turned off
Adding knowledge is turned off right now.

Put it away once, find it every time.

Good knowledge deserves a home.

  1. Choose the right scope

    Decide whether the information belongs to the workspace or your personal knowledge.

  2. Capture and organize

    Create or maintain the article in its collection with the controls your role allows.

  3. Return to the context

    Find the knowledge when your team or permitted assistant workflow needs it.

Keep every article current and owned.

NameCategoryOwnerReview date
Customer onboardingOperationsMaya ChenNov 30, 2026
Brand and writing guideMarketingNora EllisOct 31, 2026Due
Product referenceProductsSam PatelNov 15, 2026
Returns and refundsOperationsMaya ChenOct 24, 2026Due

  1. A "Review date" field

    Add a date and filter for articles that are due a check.

  2. Owner on every article

    Add an owner field so every guide has someone responsible.

  3. Use your own knowledge

    Workflows can search your articles and use them to answer questions.

Controls around knowledge base

  • Fields and layout in Studio

    Add article fields such as owner or review date, and tailor how the list is presented.

    See Studio

  • Workflows and automations

    Start a workflow when an article changes, so owners are told when guidance is updated. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    Every paid plan

    Decide who can see, create and change knowledge base, down to records and fields, with custom roles.

    See Users and Roles

  • Agaro Agent

    Ask about your knowledge base in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    Scale and up

    When knowledge base needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    See custom modules

  • App Builder

    Every paid plan

    Build a website, document, slides or internal app next to your knowledge base, described in plain words.

    See App Builder

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Read more: Customize your ERP without a developer: Studio and App Builder

Beside the people and records.

Knowledge Base brings business documentation into the same workspace as the people and records it supports.

  1. Employees

    Directory, org chart, departments, performance, timesheets, recognition, equipment, onboarding, learning, benefits and separation. Add custom employee fields in Studio and keep the working relationship around one employee record.
    Human Resources

  2. Agaro Agent

    Ask Agaro Agent to find records and do supported work, such as preparing invoices or updating tasks, across the modules you have installed. It acts within your permissions, asks for confirmation where required, and records the result in the activity log.
    Productivity

  3. Studio

    Customize the modules you already use and build your own, by describing what you need in Studio chat. Change summary cards, views, columns, and required fields, add custom fields, and publish each change as a reviewed change set with undo and version restore. Studio is for owners and managers, and custom records keep workspace permissions and activity history.
    Productivity