Maintain organisation profile and facts

Keep the information used by assistants current and traceable.

Keep the information used by assistants current and traceable.

Update the profile

Product location: /tenant-context/profile

Open the organisation knowledge area, which can appear under your organisation's name, and choose Company Profile. Review company and legal names, industry, description, legal identifiers, business address and contact details.

The country of incorporation can differ from the business-address country. Re-select a valid country if a legacy-value warning prevents saving. Check the unsaved-changes indicator and use Save Changes.

Add or revise a fact

Product location: /tenant-context/facts

Open Organization Facts and Add Fact. Choose the category and source, enter the factual statement and set its confidence and review date as appropriate. Confidence is a recorded assessment, not proof that the statement is correct.

Use a clear reason when changing an existing fact. View History shows earlier versions, the source, confidence, decision-maker and reason.

Keep facts useful

Product location: /tenant-context/facts

Filter Stale only to find facts past their review point. Check the actual source before updating the date or confidence. Separate organisation preferences and terminology from factual claims about operations.

If a new fact overlaps or contradicts an existing one, review the potential conflict rather than adding several competing statements. Use the dedicated proposals and conflicts views for extracted facts waiting for a decision.

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