Adding and filling knowledge files
Create the right kind of knowledge file, fill the fields you know, and attach evidence to important points.
Create a knowledge file when research missed something, or when you have context that is not available on your public website.
Creating a file
Choose New in the Knowledge Base header, then pick the type that matches what you want to describe.
- Positioning and Voice are foundations. A workspace has one of each.
- Offering, ICP segment, Alternative, Proof, Objection, and Market change are libraries. Create one file for each real product, segment, competitor, proof point, objection, or change.
- Document is for unstructured material such as a brief, transcript, or pasted notes.
If a Positioning or Voice file already exists, choose Open on its card. If its availability could not be checked, reload the page before trying again.
Name the new file, then fill the fields you know. Positioning and Voice already use their type name.
Filling in the fields
Click a field and type. Each line is a separate point. You can make a point numbered or regular and move it up or down within its field.
Some fields work differently:
- Switching forces on an ICP segment separates Push, Pull, Anxiety, and Habit.
- Dates on a Market change are free text, so a quarter such as
Q3 2026is fine. - Applies to ICP segments on a Proof file links the proof to existing ICP segment files. A Missing file chip means the linked file no longer exists; choose the chip to remove the link.
The Field guide follows the active field and shows what belongs there, examples, and which product areas use this file type.
Changes save automatically. Watch the header for Saved, Saving…, or Not saved. If you see Not saved, copy any important unsaved text before leaving the page. If another person changed the file first, reload and make your change again.
Citing sources
Use Cite on a field or point when a web page supports it. A citation needs both a web URL and the exact excerpt that supports the claim.
If the same page is already cited elsewhere in the file, you can copy that citation instead of entering it again. A field can hold up to ten citations; unlink one before adding another after that limit.
The Citations button in the header shows all sources in the file, grouped by page. Removing a citation there also removes it from the field or point where it was attached.