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Plexara
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206 - Knowledge: from a memory to something the whole team can use

Memory to Insight to Knowledge: the three stages a fact travels, the capability check that promotes it, and the two canonical places it lands.

What you will take away from this lesson

In 205 - Assets: dashboards, reports, and data, we covered how useful session output persists as an artifact you can reopen. This lesson is about the other kind of persistence: what the platform learns, and how one person's correction becomes a fact the whole team can rely on.

Every lesson in this series has referred back to this one. 102 mentioned memory dedup as the reason follow-up questions are cheap. 103 explained the context-is-scratch-paper problem that memory solves. 202 noted that memories carry forward between sessions. 204 pointed out that agent-written queries become curated templates through the promotion path covered here. This is the lesson that ties it all together.

Learning Objectives

  1. 01Name the three stages a fact travels through, Memory to Insight to Knowledge, and the rule that promotes it from each stage to the next.
  2. 02List the five lifecycle classes a memory is filed under, and say which classes make a memory a promotion candidate rather than something that stays yours.
  3. 03Name the two places a promoted insight can land, canonical knowledge pages and the DataHub catalog, and the rule for which kind of fact goes where.
  4. 04Describe what a canonical knowledge page is, what it cites, and why the citation runs in both directions.
  5. 05Explain who may review and promote, and why that is a capability check on apply_knowledge rather than an admin role.
  6. 06Say what changes the moment an insight is applied: it becomes findable by every identity, not only the one that captured it.

Three stages, and the rule between each one

Everything the platform learns is a memory. Most memories are personal or operational and stay yours. When a memory asserts something true about the business or the data that other people would benefit from, it becomes an insight: a proposal awaiting review. Whoever holds the apply_knowledge capability reviews insights and promotes the good ones into knowledge, which is shared, trusted, and canonical.

That is the whole model, and it is worth reading twice, because the two arrows in it are where all the interesting behavior lives. The first arrow is decided by what kind of fact you stated. The second is decided by a person.

Memory → Insight → Knowledge

  1. Memory

    Everything the platform learns starts here.

    What it is:
    A preference you stated, an event worth recalling, a correction you made, a convention you explained. Memory is captured during ordinary sessions, stored as a semantically searchable record, and filed under a lifecycle class that decides what can happen to it next.
    Who can find it:
    You. A memory is personal by default and stays that way.

    Promotion rule ↓ A memory becomes an Insight when it asserts something true about the business or the data that other people would benefit from. Preferences and one-off events do not qualify; business facts, operational rules, and schema facts do.

  2. Insight

    A proposal awaiting review.

    What it is:
    An insight is a claim with a proposed destination attached: the entity it is about, the category it falls into, who captured it, and the session it came from. Pending and approved insights are proposals. Nothing about the shared record has changed yet.
    Who can find it:
    Still only you, plus reviewers working the queue. A capture under review is not yet something the organization asserts.

    Promotion rule ↓ An insight becomes Knowledge when someone holding the apply_knowledge capability approves it and promotes it. Approving curates the queue; the promotion itself is the write.

  3. Knowledge

    Shared, trusted, canonical.

    What it is:
    Promoted knowledge lands in one of two canonical stores depending on what kind of fact it is, and the promotion is recorded as a changeset that can be rolled back. From that point the fact answers questions for people who never had the original conversation.
    Who can find it:
    Every identified caller in the workspace, attributed to whoever captured it. This is the moment a fact stops being one person's and starts being the team's.

The stages are not three copies of the same fact. They are three levels of commitment: a private note, a proposal, and an assertion the organization stands behind.

Why one thing you say stays yours and another does not

The first arrow is not a judgment call the agent makes in the moment. Every memory is filed under a lifecycle class when it is captured, and the class is what decides whether the memory is a candidate for promotion at all. Two of the five classes are personal by nature. The other three make claims that could be true for everyone, so they enter review as pending insights instead of quietly settling into one person's memory.

The classes also explain a behavior you will notice early: restating something you already told the agent does not stack a second near-identical memory beside the first. Capture checks your existing memory before writing, and a restatement supersedes the record it corrects. The five kinds of memory and how each comes back goes deeper on the recall side of this.

The five lifecycle classes, and what each one is allowed to become

  • Preference

    preference

    Stays yours

    "Compare fiscal quarters, not calendar quarters, when I ask about growth."

    Stays yours. Another analyst may prefer the opposite and both can be right.

  • Event

    event

    Stays yours

    "Checked the June reconciliation against the ledger export on the 12th."

    Stays yours. It is a record of what happened, not a claim about the business.

  • Business knowledge

    business_knowledge

    Candidate

    "MRR counts active subscriptions only. Trials are excluded."

    Promotion candidate. A definition like this belongs on a knowledge page.

  • Operational rule

    operational_rule

    Candidate

    "Always filter status = 'active' or soft-deleted rows double-count."

    Promotion candidate. Stored as a knowledge page, alongside business knowledge.

  • Schema/entity

    schema_entity

    Candidate

    "transactions.amount is gross margin in cents, not revenue in dollars."

    Promotion candidate. Anchored to a catalog entity, so the catalog is its home.

The class is the mechanism behind the whole model. It is why one thing you say in a session stays in your own memory forever and another turns up in a review queue the same afternoon.

The second arrow: who is allowed to promote

Nothing crosses into shared knowledge automatically, and the reason is the same reason a catalog update deserves a human: a fact that answers questions for everyone should have been read by someone before it starts doing that. What is worth being precise about is the shape of the check. It is not an admin role, and it is not a job title. It is whether your persona grants the apply_knowledge tool.

That distinction is practical rather than pedantic. Roles tend to bundle unrelated powers together, and the person who genuinely knows whether a revenue definition is right is usually not the person who administers the deployment. A capability can be handed to the domain expert who should hold it, and to nobody else, without also handing them the keys to everything else. This is the same governance at execution time principle that shapes the rest of the platform.

Who promotes, and what the promotion leaves behind

  • A capability, not a role

    Review and promote affordances appear when your persona grants the apply_knowledge tool. That is the whole check. It is not an admin title, and it introduces no separate curator role: the same grant that lets a persona apply everyone's captured insights is what lets it create and edit knowledge pages. A team can hand the capability to the domain expert who should hold it and to nobody else.

  • The queue reports its own age

    The review queue carries a staleness rollup: how old its oldest pending item is, and how much has aged past thirty days. It reads the same in the assistant, in the portal, and in the admin screens, and operators are alerted when it crosses a configured threshold. Pending knowledge does not age silently.

  • Every promotion is a changeset

    A promotion writes a changeset recording what it actually changed, to which sink, from what previous value. Holders of apply_knowledge can read the changeset list and roll one back, which restores a prior page version or undoes the catalog write.

A reviewer with the capability opens a pending insight from the queue and decides it in a side panel. Above the Approve and Reject buttons, an Observed Now block checks the claim against the table it names, so the decision is made against what the table looks like at that moment rather than against the capture alone. The three captures below are the three states that block can be in.

The Insight Detail side panel over the review queue, showing a pending Business Context insight about the daily_sales table lagging its source by a day. An Observed Now block names the table on the primary connection and reports it queryable now with an approximate row count. Below are entity URNs, a suggested action, an empty review notes field, and Approve and Reject buttons.
Observed and consistent. The table the insight is about exists, is queryable now, and the block reports its current row estimate. The claim itself is not about a count, so there is nothing to compare, and the reviewer decides on the merits.
The Insight Detail side panel showing a pending Correction insight claiming inventory_levels holds 1,140 rows for one warehouse. The Observed Now block reports the table queryable with about 1,200 rows and shows an amber warning that the claim disagrees with the table, noting the difference is advisory only and the decision stands with the reviewer. Approve and Reject buttons remain enabled.
Claim disagrees with the table. The insight states a number and the table currently estimates a different one, so the block raises an advisory warning. It does not block approval: an estimate is an estimate, and the reviewer still decides. This is the check that keeps a stale count from being promoted as canonical.
The Insight Detail side panel showing a pending Enhancement insight about the product_catalog table being mastered in an ERP system. The Observed Now block names the table on the warehouse connection and reports it queryable now but notes that this connection does not estimate row counts. Below are entity URNs, a suggested action, and Approve and Reject buttons.
Observed, no estimate available. The table is reachable, but its connection does not report row counts, so the block says so plainly instead of implying agreement. The reviewer knows exactly how much the platform could and could not verify before deciding.

What changes the moment an insight is applied

Two places a promotion can land

A promoted insight does not have one destination. It has two, and which one it lands in depends on what kind of fact it is. A fact about a specific table or column belongs on that catalog entity, where the next person browsing it will read it. A fact about the business, a definition, a rule, a piece of context that outlives any one table, belongs on a page written for a human to read.

The older way of describing this platform only knew about the catalog, and it left a real gap: there was nowhere canonical for the knowledge that does not hang off a single entity. The knowledge-page sink closes it.

Two promotion sinks, one promotion

Canonical knowledge pages

Business and domain facts

Durable, human-readable markdown pages with headings, tables, and diagrams. Vocabulary, definitions, runbooks, and the context that does not belong to any one table.

If the fact would still be true with the warehouse rebuilt from scratch, it is page knowledge.

The DataHub catalog

Technical and entity facts

Descriptions, tags, glossary terms, domains, owners, and curated queries written onto the catalog entity itself, where the next person browsing that table will read them.

If the fact is about a specific table, column, or catalog entity, it belongs on that entity.

The class a memory was filed under at capture time suggests a destination; it does not fix one. The sink is chosen at promotion, which is the point where a person is looking at the fact and can tell whether it describes one table or the business.

The portal Knowledge page on its Insights tab with the Review queue selected: summary tiles for pending review with the age of the oldest item, total insights, top category, and applied count, filters for status, category, confidence, and sort order, and a table of insights with created time, age, who captured it, category, confidence, the insight text, and a status badge such as Applied, Rejected, Rolled Back, Pending, or Approved.
The review queue is where a promotion is decided, and the status column is its history. Pending is waiting on a reviewer, Approved has been accepted but not yet written, Applied has landed in a sink, Rejected never will, and Rolled Back was applied and then reversed by its changeset. The Pending Review tile also reports how old the oldest waiting item is.
The Insight Detail side panel for an Applied Data Quality insight about uncategorized items in a product catalog: metadata for who captured it, the persona, category, confidence, and session, the insight text, the entity URNs it is about, a suggested action of type add_owner targeting a dataset, related columns with a relevance rating, review notes, and Approve and Reject buttons.
An applied insight opened from the queue. The Entity URNs and the Suggested Actions table are what tell you which sink it belongs to: this one names two datasets and proposes a catalog write, so it lands on the entity, where the next person browsing that table will read it. A fact with no entity to hang from would go to a knowledge page instead.

Canonical knowledge pages

A knowledge page is the durable, human-readable half of the answer. Where the catalog holds structured metadata about one entity, a page holds the vocabulary, definitions, runbooks, and context that a new teammate would otherwise learn by asking somebody. Pages are the canonical store: the memory and insight queue is where knowledge is provisional, and a page, once it exists, is the version the organization stands behind.

Everyone can read pages. Creating, editing, and removing them is gated on the same apply_knowledge capability that gates promotion, which is deliberate: it introduces no separate curator role to administer.

What a canonical knowledge page is

  • Written to be read

    Formatted markdown with headings, tables, and diagrams, edited in the portal by anyone holding apply_knowledge. Guidance pushes toward many focused, cross-linked pages rather than one sprawling one, and an oversized page gets a suggestion to split.

  • Versioned on every save

    Each edit snapshots a version, so the history of a definition is readable and a promotion that went wrong can be rolled back to the text that preceded it.

  • Searchable by meaning

    The body is indexed, so a page is findable from a question that uses none of its words. It is one of the sources the single search tool covers, returned grouped alongside catalog hits and memory.

  • Open to feedback in place

    A reader can open a thread on the page, anchored to the passage they selected, and the Knowledge hub badges which pages have feedback waiting.

  • Consolidating, not fragmenting

    When the agent tries to create a page that closely matches one that already exists, the platform refuses and hands back the candidates, so the next write updates the existing page instead of starting a rival copy of it.

Pages cite what they are about

All of it on one page in the portal

Memory, insights, and canonical knowledge used to live in separate corners of the portal, which made the lifecycle something you had to be told about rather than something you could see. They are now one Knowledge page, with the lifecycle stated in its header.

The Catalog sub-tab is the other half of this lesson made browsable: the whole DataHub catalog inside the portal, with tables, context documents, tags, domains, and the business glossary. Governing those vocabularies from the portal is a subject in its own right, and 211 - Governing the catalog without leaving the portal gives it a lesson rather than a paragraph. What matters for this one is that both promotion sinks are reachable from the same page, because they are two halves of one corpus.

The portal Knowledge page: a Memory, Insight, Knowledge header strip above the Knowledge, Insights, and Memory tabs, with unified search returning results grouped by catalog, knowledge pages, insights, and memory
The lifecycle is the page header, not a diagram in a manual. Underneath it, three tabs: Knowledge (the default), Insights with a pending-review count badged on it, and Memory. Inside Knowledge, the sub-tabs are Search All, Knowledge Pages, Catalog, and Changesets, with the last two visible only where they apply. One query fans across every source you can reach and comes back grouped by source with a coverage summary.

Why this compounds

One insight applied to one dataset is a small win. The payoff is in the accumulation: week over week the corpus gets better, which means search surfaces more useful context, which closes the context gap that otherwise sits between an agent and your data, which means the agent gets more questions right on the first try, which means more sessions produce something worth capturing. This is how everyday usage turns into documentation rather than a documentation project nobody has time for.

Where this leads

Knowledge persists across users and sessions, and that is exactly what makes governance the decisive question. Who can see which data, who holds apply_knowledge, and what the audit log records are not paperwork; they determine what the agent can actually do. The next lesson covers that layer.

Key terms

Ten terms cover the vocabulary you will meet whenever the subject turns to memory, insights, or knowledge. Three tool names (memory_capture, search, apply_knowledge) are the ones you will see in tool-call logs most often.

Key Terms

Memory
The raw substrate. A workspace-scoped record captured during a session, personal by default, semantically searchable, and filed under a lifecycle class. Distinct from the memory features a frontier client ships, which are provider-hosted and know nothing about your data estate.
Lifecycle class (sink_class)
The classification a memory is filed under: Preference, Event, Business knowledge, Operational rule, or Schema/entity. The class is why one memory stays yours and another becomes a promotion candidate.
Insight
A memory that asserts something others would benefit from, raised as a proposal awaiting review. Insights are the one kind of memory that crosses between people, and they cross at the moment they are applied, not when they are captured or approved.
Knowledge page
The canonical home for business and domain knowledge: a durable markdown page, versioned on every save, searchable by meaning, open to feedback in place, and citing the entities it is about. Every authenticated user can read pages; creating and editing them is gated on apply_knowledge.
search
The one tool the agent calls to discover anything. A single query fans across the catalog, the governance vocabulary, context documents, knowledge pages, the caller's own memory, applied insights, feedback, saved assets, resources, prompts, API endpoints, and connections, and comes back grouped by source. Reading knowledge is not a separate tool; it is one of the sources search covers.
memory_capture
The one tool the agent calls to record something learned. It checks the caller's existing memory before writing, so a restatement supersedes the earlier record instead of stacking a near-duplicate beside it, and a reviewed class enters the queue as a pending insight rather than changing anything shared.
memory_manage
The tool for the life of a memory after it exists: update, forget, list, and the review commands that surface stale or duplicated records.
apply_knowledge
The tool that reviews the queue, synthesizes approved insights, and promotes them to a sink. Holding it is the capability check behind every review and promote affordance in the portal. Covered again, in its governance context, in 207.
Changeset
The record of what one promotion actually wrote, to either sink, including the previous value. Rolling one back restores a prior page version or undoes the catalog write, and is refused when the page has been edited since.
Reference and backlink
A stored link from a knowledge page to an entity it is about (an asset, collection, prompt, page, or a catalog glossary term, tag, or domain) and the reverse listing on that entity of the pages citing it. Both directions omit anything the reader cannot access.