Knowledge Export and Migration Protocol (Handoff)

Knowledge Export and Migration Protocol (Handoff)

1. 01

   Inventory every agent memory store and knowledge base tied to the client account

   List all tools in the category that hold project context, including entity graphs, project archives, and shared knowledge bases. Note which agents write to each store and which read from it.

2. 02

   Map each store's export capabilities and data formats

   Check whether the service offers JSON, Markdown, or API-based export. For example, a graph-based memory server may expose entity relationships, while a project archive may export structured notes by tag.

3. 03

   Run a full export of every memory store before any deprovisioning

   Pull complete archives, including metadata like timestamps, tags, and provenance. Verify file integrity by spot-checking a sample of entries against the live system.

4. 04

   Translate exported data into a neutral, portable format

   Convert proprietary structures into plain Markdown or JSON with consistent field names. Preserve entity relationships as explicit references so multi-hop connections survive the migration.

5. 05

   Validate the translated data against a checklist of critical client knowledge

   Confirm that brand guidelines, architectural decisions, and past deliverables are present and correctly attributed. Flag any gaps before the old system is turned off.

6. 06

   Import the neutral files into the replacement memory layer

   Use the target service's import path, whether that is a bulk upload, API call, or manual note creation. Recreate tags and links so retrieval behaves as it did in the original system.

7. 07

   Run a side-by-side retrieval test across both systems

   Query the same set of questions in the old and new stores, comparing recall and accuracy. Resolve discrepancies by adjusting the imported data or re-adding missing context.

8. 08

   Document the migration and schedule a post-handoff review

   Record what was exported, what was transformed, and any knowledge that could not be transferred. Set a follow-up in 30 days to confirm agents are retrieving correctly in production.