Key takeaways
- Start from a one-page summary of the offer, the customer and the problem.
- List the proof you can stand behind and the claims that are off limits.
- Show tone with real example emails, plus the things you never do.
- Keep one shared source with one owner, not instructions pasted into each chat.
What goes on the one-page company summary
The one-page summary holds what a new colleague would need in their first week to talk about the company without embarrassing it. If it runs past a few pages, cut it back to what changes a draft.
- What you sell, to whom and the problem it solves, in the customer's words.
- Your ideal customer: industries, company sizes, roles and the triggers that make them buy.
- Proof you can stand behind, and the claims you must never make.
- The alternatives buyers consider and how you differ from them.
- Words and phrases to use and to avoid.
How do you show an assistant the way you write
Show an assistant the way you write with two or three real emails you are proud of, not adjectives alone. Friendly and professional describes every company; real messages describe yours.
Add what you never do, such as exclamation marks in a first email, jargon or a hard close. Limits like these shape a draft more than a list of qualities.
Where should the written knowledge live
The written knowledge should live in one shared place the assistants read, not in instructions pasted into each chat. Pasted instructions differ from person to person and disappear with the conversation, so drafts drift apart.
One source also means one place to fix. When a fact is wrong, correcting it there corrects every later draft.
How do you keep company context current
Keep company context current by naming one owner and updating it whenever the offer, pricing or messaging changes. Stale context is worse than none, because the assistant repeats it with confidence.
A short check each quarter helps: read the knowledge as a new hire would and remove anything that is no longer true.
How to set up company knowledge for an assistant, step by step
An afternoon of writing gives every later draft a better start.
- Write a one-page summary of what you sell, to whom and the problem it solves.
- List the proof you can stand behind and the claims you must never make.
- Pick two or three example messages you are proud of to show your tone.
- Put it all in one shared place the assistants read, rather than pasting it into each chat.
- Name an owner who corrects it whenever the offer, pricing or messaging changes.
Where Pebbles Ai fits
Common questions
How long does it take to set up company knowledge?
An afternoon of writing is usually enough for a first version: a one-page summary, a proof list and two or three example emails. Refine it as the drafts show you what is missing.
How many pages of company knowledge should you write?
A few pages: enough to explain your offer, your customer and your tone. More detail helps only when it is accurate and current.
Can Pebbles Ai build company knowledge from your website?
Yes. Company Intel builds Business knowledge and Brand voice from your website, company information, uploaded files and pasted text, and admins refresh it with Add what's missing or Start fresh.
About this page. Written by the Pebbles Ai team for people who run sales, marketing and growth. Last updated .