Table of Contents

  • Knowledge Process
  • Add Knowledge 

Knowledge Process

Knowledge workers follow their own processes for analysis, planning, design, and decision-making—work that goes beyond what transactional systems like ERP can do. Here, you can configure your team’s or your own knowledge processes, enabling consistent outputs and high-quality answers, even when using AI models that may respond differently depending on how questions are asked.

To get started, click the Process tab:

You’ll see two sections: 

  • Team Workflow – editable only by workspace owners, used to create and manage shared workflows. 

  • My Workflow – where any user can create their own private processes. 

 

To create a new process, click Add Process. 

Enter a name under Label, then choose a Function Type. Each function provides unique AI capabilities—almost like building your own software. 

For example: 

  • Prompt Playbook – AI Instruction allows you to register reusable AI prompt templates that you and your team can refine over time. 
    When you open the newly created workflow task, an instruction panel will appear where you can add and manage prompts. A prompt can be a simple question or a detailed report instruction describing inputs, outputs, format, and data requirements. 

     

  • AI Market Watchlist lets you run real-time web searches and connect the results to internal data. Simply describe what information you want AI to track; the Digital Brain engine handles the rest. 
    When you open the task, the Watchlist screen will slide in. You can run a scan, and AI will review hundreds of webpages and summarize them in a table. Select any item to view details or check multiple items and ask Chat follow-up questions for deeper analysis. Digital Brain keeps the conversation context, responding as if someone is assisting you 24/7. 

    AI Search Findings will allow customers to search supplier or product lists using the internal company data sources. 

     

  • You can also use Web Link to jump to other systems or webpages via URL for convenience. For deeper system integration, Rock15 offers customization services. 

    Rock15 will continue releasing new Function Types, enabling you to build AI-enabled knowledge tools at your fingertips—without an IT project. 

Add Knowledge

Before using the +Knowledge feature, it’s important to understand the two ways users can load data into Digital Brain. Each serves a different purpose: 

  1. Manage Team & Data – used by authorized workspace owners to upload critical corporate data that requires precision and controlled access. 
    Examples include general ledger records, sales order items, or sensitive information like a CFO’s salary. 

  1. + Knowledge– used by any user to load information from their local computer or personal notes. AI will use this data when relevant, but it has a lower priority than corporate data and won’t be forced unless you reference it directly. 


Click Knowledge to open a new window.

  • To add content

  • Add Text – type or paste information directly. Text pasted here is always used by AI, which is especially useful for “what-if” scenarios. 

  • Add File – click Choose Files, select your document, and then click the green Upload button. Your files will appear in a list with their name, status, size, and upload time. To remove a file, click Delete. 

 

When you’re ready, select up to three Knowledge items and click Apply. 
To exit without making changes, click the X in the top-right corner. 

Then, simply ask your question in the chat. The selected Knowledge will help AI provide more accurate and contextual answers.