Capture and Manage Knowledge Entries
Knowledge entries are notes you write deliberately to capture something worth remembering across trips. Unlike trip notes — which are attached to a specific trip — knowledge entries are account-level records that appear in the Knowledge Center and can be shared with your organization.
Create a Knowledge Entry
- Go to Knowledge Center and select + Add Entry, or navigate directly to Knowledge from the sidebar.
- Select + Add Entry on the Knowledge Base page.
- Fill in:
- Title (required) — a short, searchable description
- Category (required) — select the category that best fits the entry
- Content (required) — the full lesson, practice, or insight
- Tags — optional comma-separated tags for additional searchability
- Select Save Entry.
Categories
| Category | What to capture |
|---|---|
| Client Management | Lessons about managing client relationships, communication, and expectations |
| Facilitation | Techniques and lessons from workshops, meetings, and group sessions |
| Sales | Insights from sales trips, pitches, and client acquisition |
| Workshop Delivery | Delivery notes, setup requirements, and lessons from workshops |
| Travel | Practical travel lessons — routes, accommodation, logistics |
| Operations | Operational processes, checklists, and efficiency improvements |
| Compliance | Regulatory, documentation, and compliance requirements |
Filter by Category
Use the category filter buttons at the top of the Knowledge Base page to show only entries in a specific category. The count next to each category shows how many entries you have in that category.
Delete an Entry
Select Delete on any entry card to permanently remove it. Deletion cannot be undone.
Organization Knowledge
If you belong to an organization, you can create knowledge entries that are shared with your organization by passing an organizationId parameter. Organization knowledge entries appear in the Knowledge Center for all members of that organization.