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Author Role Assistant Knowledge

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Add system-level and vendor Knowledge packs to a Role Assistant so agents learn substance without treating documents as Evidence or Reality. Knowledge answers “what reusable understanding already exists?” — not “what is true right now?” and not “what gate must fire?”

Why this matters: Governed Runtime without substance invents or stalls. Knowledge packs give reusable vendor and domain understanding — so the assistant can act in your process with shared meaning, stay testable beside Evidence, and never confuse documents with Reality or CIP.

Prerequisites

Where it lives

Artifact Package path
Knowledge markdown packs knowledge/ under the Role Assistant package
Optional storage key knowledge.documentStorageKey in each dev / tst / pro settings section

Knowledge describes how a vendor family or organization topic works. It is not Evidence, not current Reality, and not CIP/COM executable mappings.

Learning levels (same machinery, different stores):

Level Teaches Store
Process / asks How governed work proceeds; closed questions Evidence
Domain purpose Why the domain exists; Resource Types Evidence and/or Knowledge summaries
Subject substance This vendor or org topic Knowledge packs

How to set

  1. Domain first: reuse shared domain Evidence; add L1 Knowledge only for missing substance on this subject.

  2. Author markdown under knowledge/ with clear metadata (system type, vendor family, learning level, aspect). Prefer short guided docs: entities to Resource Types, fields, uniqueness, relationships, anti-patterns.

Example frontmatter shape (names vary by pack — keep product-neutral in customer docs):

title: Entities for acme-crm family
systemType: vendor
vendorFamily: acme-crm
learningLevel: 1
aspect: entities
  1. Do not paste full OpenAPI or gold manifests into Knowledge. Quirks belong as short guidance, not dumps. Ask-only lists stay small when Evidence and Knowledge already apply.

  2. Sync through the governed document-storage / Builder path for the Role Assistant. There is no public “create Knowledge Asset” CLI — optional later derive is Runtime-owned.

  3. Promote settings when the document-storage key changes:

aifabrix validate <roleKey>
aifabrix upload <roleKey> --env dev

Example settings excerpt:

apiVersion: aifabrix.ai/v1
kind: RoleAssistantSettings
roleKey: sales-representative
dev:
  runtime:
    provider: openai
    model: gpt-5-nano
  knowledge:
    documentStorageKey: ""

Leave documentStorageKey empty when the dataplane Assistants settings page already holds the key for that Role Assistant.

  1. Prove with lifecycle or cases after Knowledge is available to the running assistant:
aifabrix role-assistant test <roleKey> --env dev
L2/L3 Evidence (domain + process)
  → L1 Knowledge packs (substance)
  → document storage sync
  → role-assistant test

Defaults and examples

Aspect (examples) Why it helps
Entities → Resource Types Stops wrong catalog keys
Fields / uniqueness Safer create and update
Relationships Join understanding without inventing FK names
Anti-patterns Known failure modes to avoid
Auth pattern Variables vs secrets — not secret values
Phases Which datasource first; what “later” means

Filled discovery answers are Knowledge. Question templates remain Evidence.

Second subject in a known domain: reuse L2/L3 Evidence and fill only missing L1 Knowledge.

Validate

Check Signal
Package validate aifabrix validate <roleKey>
Settings upload Upload summary for the selected --env
Assistant behavior Fewer redundant asks after Knowledge sync; lifecycle/cases
Boundary check No vendor OpenAPI dumps landed under evidence/

If asks still fire for facts already covered in Knowledge, check sync and metadata filters (vendor family / system type) before rewriting Evidence.

Common mistakes

Mistake Fix
Storing Knowledge as Evidence Keep substance under knowledge/
Inventing a Knowledge Asset create CLI Use document-storage sync; derive is Runtime-owned
Pasting full OpenAPI Summarize quirks; keep contracts in Connected System manifests
Skipping domain Evidence Reuse L2/L3; fill only missing L1
Putting secrets in Knowledge markdown Use secret store / env templates

Limits

  • Exact sync commands and storage keys follow your Builder and dataplane deployment.
  • Vendor family names in local packs are for that subject only — do not treat them as platform-wide Product names in customer narrative.
  • Knowledge does not certify Evidence or replace Operational Trust gates.
  • This page does not create Role Assistants from scratch.

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