Knownbase Client Workspace Setup (Onboarding)

Knownbase Client Workspace Setup (Onboarding)

1. 01

   Create a new project workspace in the Knownbase dashboard

   Navigate to the Projects section and click 'New Project'. Name it after the client and select the appropriate plan tier (Free, Go, or Solo) based on expected note volume and MCP key needs.

2. 02

   Configure MCP keys for the client's AI coding agents

   In the project settings, generate MCP keys and connect them to the client's primary tools (Claude Code, Cursor, Codex). Ensure the number of keys matches the plan limit (e.g., 2 for Free, 4 for Go).

3. 03

   Define tags and statuses for note organization

   Set up a taxonomy with tags like 'architecture', 'debugging', 'constraint' and statuses such as 'open', 'resolved', 'blocked'. This ensures agents can filter notes effectively during retrieval.

4. 04

   Set up webhooks for real-time notifications

   In the project settings, add webhook endpoints to notify your team or client when new notes are created or updated. This keeps everyone informed without manual polling.

5. 05

   Test note creation and retrieval via MCP

   Use a test agent to write a sample note about a decision, then query it back. Verify that search returns the correct note and that revision history is captured.

6. 06

   Document the onboarding guide for the client team

   Create a short guide covering how to add notes, search, and use tags. Include best practices for maintaining memory, such as logging every architectural decision and debugging discovery.

7. 07

   Train the client team on search workflows

   Conduct a 30-minute session demonstrating how to ask agents to retrieve relevant notes. Emphasize using specific tags and statuses to narrow results.