{"id":11339,"date":"2026-04-17T15:57:32","date_gmt":"2026-04-17T15:57:32","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=11339"},"modified":"2026-04-17T15:57:34","modified_gmt":"2026-04-17T15:57:34","slug":"ai-knowledge-feature","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/ai-knowledge-feature\/","title":{"rendered":"AI Knowledge Feature"},"content":{"rendered":"\n<p><strong>Best Practices for More Accurate, Context-Aware AI Outputs<\/strong><\/p>\n\n\n\n<p>The <strong>Knowledge<\/strong> feature in GReminders is designed to give your AI the context it needs to operate like your firm &#8211; not a generic model. Instead of relying on assumptions, the AI uses what you define here to generate more accurate, consistent, and tailored outputs across meeting summaries, pre-meeting briefs, Ask Anything responses, and notetaker-generated content.<\/p>\n\n\n\n<p>At its core, this feature acts as your AI\u2019s internal playbook. The more intentional and structured your inputs are, the more your outputs will reflect your terminology, workflows, and client experience.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Where to Find It<\/h2>\n\n\n\n<p>To access the Knowledge feature, navigate to:<\/p>\n\n\n\n<p><strong>Setup (top right corner) \u2192 AI Agent \u2192 Knowledge<\/strong><\/p>\n\n\n\n<p>This feature is available to all users &#8211; you do <strong>not<\/strong> need a Notetaker license to use it.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Understanding the Two Input Fields<\/h2>\n\n\n\n<p>The Knowledge page is split into two sections, each serving a distinct purpose.<\/p>\n\n\n\n<p>The first field, <strong>General Organization Knowledge for AI<\/strong>, is your foundational context layer. As noted in the product, this is where you input company terminology, workflows, policies, communication style, and key details the AI should reference. In practice, this means defining how your firm operates so the AI can mirror that structure in its outputs.<\/p>\n\n\n\n<p>The second field, <strong>Additional Instructions for Ask Anything and Pre Meeting Brief<\/strong>, is more directive. The product prompt highlights using this space to define where certain pieces of information are located. This is where you guide the AI on how to retrieve and interpret data\u2014particularly from your CRM\u2014so outputs are not just well-written, but also accurate and actionable.<\/p>\n\n\n\n<p>Together, these fields define both the <strong>context (how your firm operates)<\/strong> and the <strong>logic (how the AI should find and use information).<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How to Use the Knowledge Feature<\/h2>\n\n\n\n<p>Using this feature is simple, but the impact depends entirely on the quality of what you input.<\/p>\n\n\n\n<p>Navigate to the Knowledge page through Setup and AI Agent. Begin by populating the General Organization Knowledge field with high-level information about your firm\u2014how you operate, how you communicate, and how you serve clients. Then use the Additional Instructions section to guide the AI on where key data lives and how it should be interpreted. Once complete, save your changes.<\/p>\n\n\n\n<p>While this takes only a few minutes to set up, it directly influences every AI-generated output across the platform.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">When Advisors Should Use the Knowledge Feature<\/h2>\n\n\n\n<p>Advisors should leverage the Knowledge feature anytime they want AI outputs to reflect how their firm actually operates rather than defaulting to generic assumptions. This is especially important in the following scenarios:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Defining CRM structure<\/strong> \u2013 Clarify where key data lives (notes, risk scores, household relationships, custom fields) so AI pulls the right information<\/li>\n\n\n\n<li><strong>Standardizing terminology<\/strong> \u2013 Ensure firm-specific acronyms and language (FP, IPS, etc.) are used consistently in outputs<\/li>\n\n\n\n<li><strong>Documenting workflows<\/strong> \u2013 Align summaries and briefs with your onboarding process, review cadence, and service model<\/li>\n\n\n\n<li><strong>Clarifying team roles<\/strong> \u2013 Help AI correctly attribute responsibilities across advisors, associates, and operations<\/li>\n\n\n\n<li><strong>Reinforcing service offerings<\/strong> \u2013 Ensure outputs reflect your firm\u2019s planning philosophy and core services<\/li>\n\n\n\n<li><strong>Controlling tone and communication style<\/strong> \u2013 Maintain consistency in how outputs sound (professional, concise, conversational, etc.)<\/li>\n\n\n\n<li><strong>Embedding compliance guardrails<\/strong> \u2013 Guide language around projections, recommendations, and required disclaimers<\/li>\n\n\n\n<li><strong>Structuring meeting outputs<\/strong> \u2013 Define what should be captured across different meeting types (discovery, review, prospect, etc.)<\/li>\n\n\n\n<li><strong>Segmenting clients<\/strong> \u2013 Tailor outputs based on client tiers and service expectations<\/li>\n\n\n\n<li><strong>Reflecting investment philosophy<\/strong> \u2013 Ensure recommendations and summaries align with how your firm approaches risk and portfolio construction<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Final Takeaway<\/h2>\n\n\n\n<p>The Knowledge feature is not just a setup step &#8211; it is a control layer for how AI behaves within your firm.<\/p>\n\n\n\n<p>When used effectively, it transforms outputs from generic summaries into structured, context-aware insights that align with your workflows, language, and client experience. Even a small investment in building this out properly can significantly improve accuracy, reduce manual edits, and create outputs that feel like they were produced by your team &#8211; not a system.<\/p>\n\n\n\n<p>If your AI outputs feel inconsistent or generic, this is the first and most important place to refine.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Best Practices for More Accurate, Context-Aware AI Outputs The Knowledge feature in GReminders is designed to give your AI the context it needs to operate like your firm &#8211; not a generic model. Instead of relying on assumptions, the AI uses what you define here to generate more accurate, consistent, and tailored outputs across meeting [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":11340,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[57],"tags":[136,137,141,140,139,138],"class_list":["post-11339","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-assistant","tag-ai-agent","tag-best-practice","tag-meeting-summary","tag-notetaker","tag-pre-meeting-briefs","tag-prompting"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>AI Knowledge Feature - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/ai-knowledge-feature\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"AI Knowledge Feature - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"Best Practices for More Accurate, Context-Aware AI Outputs The Knowledge feature in GReminders is designed to give your AI the context it needs to operate like your firm &#8211; not a generic model. 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