Your agency knowledge base — templates, client files, pipeline definitions, and memory.

Knowledge Vault

The Knowledge Vault is a git-backed repository that stores everything the AI needs to operate your agency: pipeline definitions, client files, templates, and memory. Every pipeline reads from and writes to this vault.

Structure

knowledge/
  system/
    CLAUDE.md                    # Main system prompt
    rules/
      pipelines/                 # 17 pipeline definitions
      compile-guidelines.md      # Document compiler rules
      pricing.md                 # Service pricing tiers
      model-routing.md           # Model selection rules
  clients/
    _template/                   # Template for new client folders
      brief.md                   # Project scope and requirements
      brand.md                   # Colors, fonts, logo usage
      voice.md                   # Brand voice and tone
      notes.md                   # Working notes
      status.md                  # Current phase and blockers
      context.yaml               # Machine-readable client data
      compiled/.gitkeep
      correspondence/.gitkeep
    your-client-name/            # One folder per client
  memory/
    workflow.md                  # Current project status
    decisions.md                 # Owner decisions log
    changelog.md                 # Dated activity log
  .output/
    archive/.gitkeep
    compiled/.gitkeep            # Branded final documents
    reports/.gitkeep             # Cron-generated reports

Key Concepts

Placeholders

All templates use {{AGENCY_*}} placeholders that the setup wizard replaces with your real values:

Placeholder	Purpose
`{{AGENCY_NAME}}`	Your agency name
`{{AGENCY_EMAIL}}`	Contact email
`{{AGENCY_PHONE}}`	Phone number
`{{AGENCY_URL}}`	Website URL
`{{AGENCY_OWNER}}`	Your name
`{{AGENCY_GITHUB_ORG}}`	GitHub org/username

Git-Backed

The vault is a git repository. Pipelines commit changes after significant work. This gives you full version history, rollback capability, and the ability to push to a remote for backup.

Client Folders

Each client gets a folder copied from _template/. The context.yaml file contains machine-readable fields (contact info, business details, launch date), while the .md files contain human-readable context (brief, brand, voice, notes).

Guides

Using Templates — How to use the built-in templates
Customizing Templates — Modify templates for your workflow
Creating New Templates — Add custom templates and pipeline definitions

Knowledge Vault

Knowledge Vault

Structure

Key Concepts

Placeholders

Git-Backed

Client Folders

Guides

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