A policy.
What the business has approved.
Example: which service areas we cover.
Owner · scope · sourceCOMPANY BRAIN / BUILT BY VERSATLY
Your business knows a lot.
Your agents should, too.
A company brain gives your agents the context behind the work. The policy. The decision. The reason your team does it that way.
Organized, linked to its source, and looked after as your business changes.
Map my company brainStart with one team and one useful workflow.01 / LESS “WHO KNOWS THIS?”
The answers are there.
Bring them together.
Your policies, customer context and decisions belong together. A company brain gives each one a purpose, an owner and a source you can check.
How that helps an agent
The agent can find the context for an answer, prepare a handoff or help a new teammate get oriented. Source material stays separate from instructions: finding a document does not make its contents approved policy.
A decision.
What changed, and the reason why.
Example: why we changed the intake process.
Decision · rationale · dateA procedure.
How the work should happen.
Example: what a complete onboarding needs.
Steps · handoff · review02 / MEET CORTEX
A home for
what your company knows.
Cortex is our work on a shared company brain: a Company Vault for structured knowledge, the sources behind it, and a clear place to review updates.
CORTEX / COMPANY VAULTINSIDE THE PRODUCT
Company Vault
Organize knowledge as typed records. Keep a decision distinct from a policy, a person, or a project.
Sources & updates
Follow the evidence behind a record. Review incoming changes before treating them as the current answer.
Connections & triggers
Define where context comes from and what should happen after an approved change. Provider support is scoped to the deployment.
We demonstrate the product with fictional workspace data. Live accounts, supported providers, access rules, and operating coverage are verified for each deployment.
03 / PUT THE CONTEXT TO WORK
One question.
A better handoff.
A practical example for a service business.
THE CUSTOMER ASKS
“Can you take this job in Weston next week?”
- Find the right context.Read the approved service area and intake requirements.
- Check the current system.Use the scheduling tool for availability. Memory does not replace the live calendar.
- Prepare the next step.Draft the follow-up, attach the relevant context, and route exceptions to the owner.
04 / START SMALL. KEEP IT CURRENT.
Build the brain
around a real job.
We set it up with you, then agree how it will be maintained month after month.
Choose the first topic.
Pick a question your team answers repeatedly. Identify the documents, records, and people that make an answer reliable.
Connect and review.
Organize the useful context, assign owners, and test real questions. Check sources, conflicting answers, and what should stay private.
Put it into a workflow.
Give the agent the minimum access it needs. Review its handoffs and keep the underlying knowledge current as the business changes.
A company brain is part of keeping your agents useful.
See managed AI agentsWhat is a company brain?
A maintained collection of business knowledge that people and agents can use: policies, decisions, procedures, customer context, and the source behind each record. Its value comes from knowing what is current, who owns it, and how it should be used.
How is this different from uploading files to a chatbot?
Uploaded files can be a useful starting point. A company brain also needs a way to describe the kind of knowledge, keep its source attached, review changes, and retire outdated information. A conversation is one way to use that knowledge; it is not the whole maintenance process.
Do we need Cortex to work with Versatly?
No. We start with your tools and the workflow you want to improve. Cortex is our company brain work, and a useful way to show our approach to structured knowledge. The deployment tool, supported connections, and operating scope are agreed for your business.
Can an agent change company policy by itself?
That should be an explicit permission decision. Our recommended starting point lets an agent propose an update with its evidence, while an accountable person reviews material changes. Reading a document or generating an answer does not make it approved company policy.
Can this work for a small South Florida business?
Yes. Start with one bounded area such as service information, intake rules, or onboarding instructions. A small, current set of answers can be more useful than importing every file at once. We scope setup and ongoing knowledge maintenance for teams across Miami-Dade, Broward, and Palm Beach.
What does ongoing management cover?
An agreed scope can include reviewing stale information, investigating failed source updates, checking representative agent answers, and maintaining human handoffs. Coverage, provider support, review frequency, and fees are specified before launch.
Let’s make it
easier to use.
Map my company brainBring one recurring question. We’ll work from there.