Knowledge & Memory

It learns your company by doing its job.

Not a model trained on your data, a governed RAG (a knowledge base your agents retrieve from) that fills itself out of the work your team is already doing, and answers only to the people allowed to ask.

The whole idea

One library, many shelves. The shelf is the access boundary.

Everything your company knows about itself goes into one governed library, divided into shelves. Which shelf a document lands on decides who its answers can ever reach.

What goes inA SharePoint folderYour meetingsYour documentation“Remember this”
One governed libraryCompany shelfpolicies, decisions, how things are doneProduct shelfwhat the help desk answers fromthe access boundaryConfidential shelfsalaries, invoices, dark until you lift them
What comes out“Pilot scope was cut to the two branches, credit memos first.”cited · steering call, Tue 30 JunSomeone without access asks the same thing: honestly refused.
It fills itself

A knowledge base nobody maintains is a knowledge base nobody trusts.

So none of these are a manual re-index. They are the work your team is doing anyway, captured where it happens.

A folder you already have

Put the files in a SharePoint folder and point Studio at it. The folder’s own permissions decide who the answers reach, drop a document in the team folder and the team can ask about it; drop it in the restricted one and only those people ever see it in an answer. Turn on “Keeping it current” and the base re-checks the folder for you.

Livere-checking is a per-base toggle, off until you turn it on

Your meetings, the day they happen

Governed meetings are transcribed, masked on your soil, summarised with their decisions and owners, and kept as context. Nobody maintains it, and weeks later the answer still names the meeting it came from.

Live

“Remember this”

Telling the assistant something will write it down, as a governed, attributed, versioned entry. Every fact will carry who taught it and when, so an answer can say “per the CEO in June” rather than presenting a guess as canon, and a correction supersedes the old fact without erasing the record.

Planned

Your documentation, on change

The documents that describe how your company works will re-ingest when they change, so the library tracks them instead of drifting from them.

Planned
Two minutes, not a project

Drop a folder. Point at it. Done.

Standing up a governed RAG is not an integration project. It is a folder you already have, one screen in Studio, and the agents you choose to attach it to.

1
Put the files in a folder

A SharePoint folder you already have, policies, contracts, standards, product docs. Nobody converts anything, and nobody uploads a copy somewhere else.

2
Create the knowledge base in Studio

Point at the folder, say who can read it, and pick how its documents are cut. One screen, no integration project, no data pipeline to own.

New knowledge base
Who can read itEveryone can readA specific group
How its documents are cutGeneral documentsClause-numbered
Keeping it current
3
Attach it to any agent, or all of them

The help desk gets the product base, compliance gets the standards, everyone gets the handbook. Each agent then answers from what it is attached to, and from nothing else.

Help Deskproduct library
Compliancestandards
Operationsthe handbook
used by 3 agents · every answer cites this base
Governed RAG, out of the box.Cited answers, masked before any model, refused for anyone the folder does not let in, and it keeps getting better as your team uses it.

A real first ingest reads out like this: 34 files read, 1,208 chunks indexed, 2 skips named, the skips named, not swallowed. sample figures

Already have one

Already built a RAG? Keep it.

Plenty of teams have already stood up an index, a graph in Neo4j or Graphiti, a vector store, a search cluster someone tuned for a year. Replacing it should not be the price of governance.

Connect it as a source

Coming soon: register the index you already run as a governed source through the same connector lane as every other system, configure, probe, preview what it would reach, approve.

Planned

It answers under the same rules

What comes back will ride the spine everything else rides: masked before any model, cited so an answer can be checked, reachable only by the people entitled to it, and on the ledger.

Planned

To be precise about what this is: your index becomes a source ZeroH can read under governance. It is not us moving our own retrieval onto a graph stack, for a standards library we measured that as the slower, pricier and less auditable choice, and we published the comparison.

Prose, or clause-numbered

How a document gets cut decides what a citation can say.

You choose this per knowledge base, when you create it, because it governs how every document in that base is cut, and the citation inherits it. A handbook and a standards library want different answers here.

General documents

Handbooks, policies, decks, product docs

Cut along the document’s own headings and paragraphs, so an answer cites the section a reader would have scrolled to.

a citation looks likeRemote-Work-Policy.pdf · §3.2
Clause-numbered

Regulation, standards, contracts

Cut along the clause grammar, so the clause number and page survive into the citation. This is the difference between “it’s in this PDF somewhere” and an answer an auditor can check.

a citation looks likeAAOIFI FAS 28 · clause 4.2(b) · p. 17

For anything a regulator reads, that second column is the whole game: an answer that lands on the clause and the page is one your compliance team can check, and “it is in this PDF somewhere” is not.

It gets better

A RAG that improves as your team uses it.

Retrieval is not one shot at a vector index. Keyword and meaning are searched together, the candidates are re-scored against the whole question before any of them reach the model, and the workforce keeps tuning what it grounds on as the work moves, while every change to how it answers stays something a person ratified.

Grounded, and cited

Every claim carries the document it came from. Beyond what the base holds, the honest answer is that it does not know, not a plausible guess.

Live

Reranked on every query

Keyword and vector retrieval run together, and the candidates are re-scored against the whole question before the best of them reach the model.

Live

Masked before any model

The base holds the real content on your soil; what crosses to the model is tokenized. The reader sees the real names, rehydrated on your servers.

Live

Refused when it should be

Retrieval only reaches the bases the person asking is entitled to read. No entitled source, no answer, never a summary that leaks what it summarises.

Live

How improvement is ratified

The work in flight

Your documents are half of it. The other half is what is happening now.

A project is not a folder, it is a team, its meetings, its decisions and the promises people made to each other. In ZeroH that project is the Teams team you already have, and the agents work inside it.

website-relaunch9 members · the team is the project
Microsoft 365 group
PostsFiles14MeetingsZeroH
SR
Sara@ZeroH Project Manager

What’s waiting on who?

ZeroH Project ManagerPlannedthe action record is live; the weekly chase rhythm is the new work

Four open items on this project, each from the meeting that agreed it:

Slippedcopy sign-off · Vera · 4 days · steering call, Tue
Unownedanalytics baseline · agreed Thu, nobody took it
Closeddraft shipped · review booked
On tracklaunch checklist · Jonas · due Friday

A week where nothing moved is skipped with a named reason, never padded.

MK
Michael@ZeroH Marketing

Draft the newsletter about this project.

ZeroH MarketingIn buildships as the Marketing hire’s duty on the governed meeting corpora

Drafted from this project’s own meetings and files:

Grounded in6 meetings · 3 decisions · the launch brief in Files
Quotesverbatim, attributed by role, no names
Heldas a draft for a person to publish

It writes from what the team actually said, and cites the meeting each claim came from.

Nothing was created to make this a project. The team you already have is the project, the same membership, the same files, the same threads. Each answer is read live, under the identity of the person asking, so it can only ever contain what they could already open, and it is masked before any model sees it.Live

And when someone needs the story of that project told to people outside it, the same context becomes the artefact, in the pane where the work happens.

Decisions made since May

  • Scope cut to the two Doha branches · steering call, 30 Jun
  • Credit-memo workflow goes first · steering call, 30 Jun
  • Launch moved to 14 Aug · review, 11 Jul
every line cites the meeting it came from
ZeroH Assistant
Project
Website relaunchAl Waha facilityQ3 board pack
Build the status deck for the stakeholders.
Reading this project: 6 meetings, 3 decisions, the launch brief and the timeline in Files.
1Where the relaunch stands2Decisions made since May3Open items, and who holds them4What we need from you
Brand Kit built in your brand kit, not a vendor template
✓ governedread as youmasked before the modelreceipt on the ledger
Pick the project

The same projects you have in Teams are in the pane’s picker. Choosing one gives the assistant that project’s context, its meetings, its decisions, its files, and nothing from anyone else’s.

Live
Ask for the deck

Say what it is for. “A status deck for the stakeholders” resolves against the project you picked, not a blank template.

Liveresolving a deck from the picked project ships today
It comes out looking like you

Your wordmark, palette and type come from the brand kit in Studio, so the deck lands in your own branding rather than a vendor’s.

In buildmatching a template you dropped in the channel is the piece in build

The thread comes with you too: start in Teams, open the pane in the next app, and the same masked conversation resumes, same context, same governance, different window. Live

Who can ask

The folder’s permission is the boundary.

Whoever can open the folder is whoever the answers reach. There is no second permissions model to keep in sync, and no way for a document to answer someone who could not have opened it.

Entitled asker

Gets the answer, with the document and section it came from. The citation is the fact of record, not a flourish.

Live

Everyone else

Gets an honest refusal, no sources they can read, so no answer. Not a hedge, not a summary that leaks the thing it is summarising.

Live
Confidential

Some shelves stay dark until you say otherwise.

Salaries, invoices, board material. The assistant can know the shelf exists and still not be able to read the numbers on it, so it tells you, instead of guessing around them.

Compute on the real numbers, on the record

The assistant pulls the terms it needs, finds the amounts masked, and asks before it guesses. One granted lift later it reasons on real figures. The reveal itself is evidence.

Live

Try the refusal on the home page →

The AI asks to see, and you can cut it off anywhere

When the model needs a real figure, it will ask for the shortest useful window, never longer than your DPO allows, and the reveal will be visible and revocable from any surface.

Plannedsession unmask, the DPO ceiling and the audited reveal are live; the just-in-time ask and the revoke-from-anywhere nudge are the new pieces
What it does with it

A library is only worth what your team gets out of it.

The cross-source brief

Ask what a colleague worked on this week and get one weighted note across mail, meetings, commits, files and chat, drawn only from what you are already allowed to see.

Read-only, and only yours. The fan-out runs under your own delegated identity, so it can only ever show what you could already open yourself, and every read is a ledger event, visible to your DPO.

Planneddelegated mail, meeting, commit and file reads are live; the weighted cross-source brief and the person-resolve pick card are the new work

The week, for your content team

Ask marketing’s agent what was interesting here last week and it answers from what actually happened, the meetings, the decisions, the work that landed, instead of from a blank page.

Livemeeting-notes recency ranking is a queued improvement

Give AI your whole company. Give away nothing.