Editor
Maintain shared knowledge and carry out the content work your team needs.
1 min read
As an Editor, keep shared information useful: upload documents, correct knowledge entries, and maintain records. You can work on projects where you have edit access. Begin with one source and a question it should answer, then expand the collection as the team’s needs become clear.
Choose a content task
Maintain knowledge
Choose files, short facts, websites, or structured records for the information.
Set up a project
Bring files and instructions together and ask a question in project chat.
Track work as tasks
Record acceptance criteria, ownership, progress, and review.
Maintain reusable instructions
Create and share skills for the agents that need a repeatable method.
Know when to involve a Developer
The Editor role does not grant workflow authoring or connector administration; those resources are read-only. A Developer, Admin, or Owner handles automation changes and technical credentials. Project-agent management also requires project edit access and working provider and sandbox setup. Check Members and roles before starting a guide that needs additional permissions.