Follow one sales team at Ardlow as it works on a bank deal: what the company already knows, what nobody has written down, and a rule that changes along the way.
Elena Ruiz, an account manager, asks Claude whether Ardlow has sold to a bank before. Claude checks Knowhow first. The answer comes back with two things to plan for and the people behind them: the security answers Marcus Lee keeps, and the six weeks Priya Nair saw from verbal yes to signature.
Elena Ruiz, an account manager, asks Claude whether Ardlow has sold to a bank before. Claude searches Knowhow and answers with two memories: start the security questionnaire from the completed answers Marcus Lee keeps (#118, confirmed), and plan six weeks from verbal yes to signature (#121, from Priya Nair, confirmed).
Saltmere Bank wants a proposal. Have we sold to a bank before? Anything I should know?
Yes, Lumen Credit Union last year. Two things to plan for:
Banks send a security questionnaire before they sign. Marcus Lee keeps our completed answers, so start from those, not from scratch.
#118
The last bank deal took six weeks from verbal yes to signature, mostly legal review. Set the close date with that in mind.
#121
Her next question, whether Ardlow supports single sign-on with Okta, isn't recorded anywhere. Her AI doesn't bluff. It names the two people closest to the answer, Marcus Lee and Priya Nair, because Knowhow remembers who knows what. Then it offers to draft a message to Marcus.
Elena asks ChatGPT whether Ardlow supports single sign-on with Okta. ChatGPT searches Knowhow, finds nothing recorded, and says so instead of guessing. It then names the two people closest to the answer: Marcus Lee, who supplied five memories on security reviews, and Priya Nair, who owns three memories on enterprise onboarding. It offers to draft a message to Marcus.
Do we support single sign-on with Okta?
Nothing in Knowhow answers that yet, so I won't guess. These two are closest to it:
Want me to draft a message to Marcus?
Marcus answers in Microsoft 365 Copilot: yes, through the customer's identity provider, in about a day. His AI saves the answer in his words, with his name on it and the conversation as its source. Marcus confirms it with one word. Documenting is nobody's job.
Marcus Lee answers Elena's question in Microsoft 365 Copilot and asks it to save the answer for the team. Knowhow shows the new memory, #163, inside the conversation, unconfirmed. Marcus confirms it in one word, "Yes.", and the memory shows as confirmed by him.
Elena asked if we support single sign-on with Okta. We do, through the customer's identity provider. Setup takes about a day and needs their IT admin. Save that for the team.
#163 · v1UnconfirmedConfirmed
Single sign-on with Okta: supported, about a day to set up
Audience: Everyone in the organization
Confirmed by Marcus Lee on Oct 2, 2026
Yes, we support single sign-on with Okta, through the customer's identity provider. Setup takes about a day and needs the customer's IT admin.
Is this version accurate?
Confirm v1…Confirm v1 in your words
Yes.Knowhow stores your words with v1 as the reason for the confirmation.
Confirm v1CancelConfirmed v1 on Oct 2, 2026 by Marcus Lee.
Knowhow stores your words with v1 as the reason for the confirmation.
Conversation with Microsoft 365 Copilot, Oct 2, 2026
We do, through the customer's identity provider. Setup takes about a day and needs their IT admin.
Saved as #163, in your words and with your name on it. Elena's AI, and everyone else's, will find it from now on.
In October, Dana Ortiz lowers the discount threshold from 15% to 10%. Knowhow saves it as version 2 of the rule, and from the next question on, every AI tool connected to Knowhow answers with 10%. Version 1 stays on record, so anyone can see what changed, when, and who changed it.
In October, Dana tells Claude the discount threshold drops to 10%. Knowhow records it as version 2 of memory #142 and shows the change inside the conversation: 15% is struck out and 10% added. The version history keeps version 1, confirmed in August.
From Q4, discounts over 10% need my approval, not 15%. Margins are tighter this quarter.
#142 · v2Unconfirmed
Discounts over 10% need Dana's approval
Audience: Everyone in the organizationEffective Oct 1, 2026
Version comparison
Back to current v2Changes from v1 to v2: removed added
Discounts over removed: 15% added: 10% need Dana's approval
Reps can agree discounts up to removed: 15% added: 10% on their own. Anything over removed: 15% added: 10% needs approval from Dana Ortiz before it goes to the customer.
Why: removed: above 15% we've been giving away margin on deals we'd have won anyway. added: margins are tighter this quarter.
Conversation with Claude, Oct 6, 2026
From Q4, discounts over 10% need my approval, not 15%.
Conversation with Claude, Aug 13, 2026
Above 15% we've been giving away margin on deals we'd have won anyway.
#142 is now v2. Every AI tool connected to Knowhow uses 10% from now on, and v1 stays on record.
Knowhow connects through the Model Context Protocol (MCP), the open standard AI tools use to reach outside systems. Use it in Claude, ChatGPT, Microsoft 365 Copilot, and many more, including in Teams and Outlook through Copilot. No migration. No new app to learn.
Knowhow connects over MCP, the Model Context Protocol, to Claude, ChatGPT, Microsoft 365 Copilot, and any other AI tool that supports MCP. Those tools already reach your team's chat, documents, systems, and code. Memory #142 is saved once in Claude and is then available in ChatGPT and Microsoft 365 Copilot too.
KnowhowYour company memory
Claude#142
ChatGPT#142
Microsoft 365 Copilot#142
Teams
Outlook
Chat
Documents
Systems
Code
And many more
Your AI does the recording. The Knowhow web app is where people read it: a calm, minimal library of everything your company knows.
The Knowhow web app for Ardlow. A sidebar lists All memories, Needs confirmation, customers, topics and teams. The main area shows the selected view: the library sorted by what each memory is about, the page for memory #142 with its sources and version history, or the same page after Dana confirms version 2 in one click.
All memories
Customers
Saltmere BankCustomer2 loaded memories
Who to ask: Elena Ruiz, Marcus Lee
Lumen Credit UnionCustomer2 loaded memories
Who to ask: Priya Nair, Marcus Lee
Topics
PricingTopic2 loaded memories
Who to ask: Dana Ortiz
Security reviewsTopic1 loaded memory
Who to ask: Marcus Lee
#142 Discounts over 10% need Dana's approval
In this list · ‹ previous · next ›
Reps can agree discounts up to 10% on their own. Anything over 10% needs approval from Dana Ortiz before it goes to the customer.
Why: margins are tighter this quarter.
Sources
Conversation with Claude, Oct 6, 2026
From Q4, discounts over 10% need my approval, not 15%.
Conversation with Claude, Aug 13, 2026
Above 15% we've been giving away margin on deals we'd have won anyway.
Confirmation
Not confirmedDana Ortiz, Oct 7, 2026 in the web app
Who and when
Where it belongs
History
A single memory, number 142, version 2, drawn as a card with six numbered parts. The key below the card names each part.
Knowhow#142v2
CurrentConfirmed by Dana Ortiz
Discounts over 10% need Dana's approval
Reps can agree discounts up to 10% on their own. Anything over 10% needs approval from Dana Ortiz before it goes to the customer. Why: margins are tighter this quarter.
Versions
No two companies organize what they know the same way. Knowhow takes the shape of yours, from the subjects you work on to the boundaries you keep.
A map of Ardlow as an island. Its territories are its own customers, topics, and teams. A numbered guide threads through four memories in order, from Saltmere Bank's security questionnaire to the handover to customer success.
Organize memory around your own products, customers, projects, and teams, so everything about one customer is in one place.
Gather related memories into ordered guides for a process, an account, or an onboarding path.
Two views of Ardlow as an island. In the first, Marcus Lee's, a solutions lead in the sales team, his AI sees the memories shared with the whole company, four more inside the Sales territory that only the sales team can see, and his own draft notes, which only he can see. In the second, Priya Nair's, Head of Customer Success, her AI sees only the memories shared with the whole company. The sales team's memories and Marcus's draft are not there.
Decide who sees what: the whole company, a team, or only you. Access follows the person using the AI and is checked on every request.
Marcus Lee · Solutions lead
Priya Nair · Head of Customer Success
Organize memory around your own products, customers, projects, and teams, so everything about one customer is in one place.
Connect SharePoint, Google Drive, your CRM, and the tools your company runs on. Memories link back to the originals.
Bring in years of documents. Knowhow sorts them into memory by subject, with sources attached, ready for your team on day one.
Gather related memories into ordered guides for a process, an account, or an onboarding path.
Instructions, written for your team's work, tell your AI when to check memory, when to record, and when to bring in a person.
Tell us what your team keeps re-explaining and which AI tools you use. We reply within a day.