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Product/Business Context for AI
Business Context for AIExpert-maintained concepts

What Poly knows about your business, and why it is allowed to know it.

A model does not arrive understanding your business. Your dedicated expert turns what your team knows into maintained records the AI can actually use — with a permission boundary around every one of them.

MAINTAINED CONTEXT · REVENUE TEAM
Active-customer definition APPROVED
Customer activity model MAINTAINED
Q3 priority — reduce SMB churn CURRENT
Decision — exclude trial accounts RECORDED 12 AUG
Meeting note — 19 Aug review IN KNOWLEDGE
Permission envelope REVENUE TEAM
01 / Three kinds of knowing

Not everything said becomes something the AI should rely on.

The distinction between a conversation, a piece of scoped work, and approved durable knowledge is what keeps the context trustworthy.

01

Discussion

Something someone said in a meeting or a thread. Useful, unverified, and not yet a rule the AI should act on.

STATUS
Captured, not authoritative
02

Scoped work

A task with a boundary: what is being answered, for whom, and what would make it acceptable.

STATUS
Bounded and reviewable
03

Durable knowledge

An approved definition, decision, or rule with an owner and a review date. This is what the AI is allowed to lean on.

STATUS
Approved and reusable
02 / What the expert maintains

The inputs to good work, kept current on purpose.

Meaning
MetricsDimensionsActivitiesDefinitionsTransformations
Operating history
Meeting notesTasksGoalsPrioritiesDecisionsRules
Boundaries
RolesTeamsObject sharingProduct statePermissions
Seen in the product

Where the context actually lives.

Four screens covering knowledge, decisions, the dictionary, and the boundary.

C01POLY'S KNOWLEDGE
Northlane business knowledge record
An approved piece of company knowledge
Durable, owned, and reviewable — the difference between something said and something the AI may rely on.
C02MEETING NOTES · TASKS
Northlane meeting note
A weekly decision becoming reusable
What was decided, by whom, and the task it created — captured where the AI can find it next time.
C03METRICS · DIMENSIONS
Northlane data dictionary
The shared vocabulary
Every measure and attribute the business argues about, defined once with an owner.
C04ROLES · TEAMS · SHARING
Northlane permission boundary
The boundary agents inherit
Access is granted, visible, and revocable. This is what makes “the AI can act” safe to say out loud.
03 / The permission boundary

Context is scoped, not universal.

Roles determine general capabilities. Teams and object sharing determine which building blocks a user can reach. Poly and its agents inherit the authorizing user’s boundary — never more.

Inherited
The user’s envelope

An agent acting for someone on the revenue team can see and change exactly what that person can — company, region, team, and object scope included.

Never implied
Not “AI sees everything”
Polyform does not claim the AI has universal access to your business. Access is granted, visible, and revocable.
Poly's Knowledge

A graph, not a folder of documents.

Business concepts, goals, rules, and every object in the system — connected, so retrieving one thing brings the things it depends on.

Graph database
Everything connected
A definition, the dataset under it, the report on top of it, the decision that changed it, and the goal it serves are edges on the same graph.
Concepts
Business meaning, not file names
Concepts, goals, and rules are first-class records the AI can traverse — not prose it has to re-read and re-interpret each time.
Why it matters
Retrieval that carries context
Asking about retention pulls the definition, its owner, its evidence, and the last decision about it together, because they are already linked.
Tasks

Where the weekly conversation becomes work.

From meetings
Notes become tasks
Meeting notes are pulled into tasks directly, so what was agreed does not get lost between the call and the backlog.
Planning
Sprint planning built in
Prioritise together in the weekly meeting against the actual backlog, including the work Poly escalated.
Review
Approvals and comments
Consequential work is approved by a named person, with the discussion attached to the object rather than in a thread nobody can find.
Next step

Bring the knowledge that lives in one person’s head.

The definition everyone argues about, or the rule only one person knows.

Book a working session

Working session

Start with one important problem

  1. 1Email
  2. 2Your reason
  3. 3Pick a time

Step 1 of 3

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