Summary
The Knowledge page (found under Knowledge Base in the Alta sidebar) is the single source of truth Katie reads from when she builds campaigns, scores messages, refines prompts, and routes inbound replies. Fill in each section once and you save yourself from rewriting the same pitch, exclusions, and signal definitions in every campaign you launch.
Who this is for: The person setting up Alta for a workspace for the first time — typically the campaign owner, founder, or RevOps lead. Update it any time your positioning, ICP, or competitors shift.
Before you start
Have your company's one-liner, pain points, value propositions, and 2–3 proof points handy.
Know your top competitors and any companies / prospects you never want Alta to reach out to.
If you have the Knowledge Chat entitlement, Katie can co-draft sections with you in a chat panel on the left.
How to find the Knowledge page
Open the Alta sidebar.
Under the Knowledge Base group, click Knowledge.
Pick a section from the left-hand tabs. The right-hand panel shows tips from Katie that update as you switch tabs.
Edits are tracked as dirty until you save — if you try to leave the page mid-edit, Alta opens the Leave Page dialog so you don't lose work.
The eight Knowledge sections
1. Pitch
"The pitch will help me craft your value proposition for your campaigns as default content, but you can adjust it to fit the required context."
The Pitch section captures your core positioning: Company name, Description, Pain points, Value propositions, Proof points, Competitors, plus a default CTA and CTA link. Every campaign you build starts from this — you can still override per-campaign in the Pitch step of the Campaign Builder.
2. Signals
"These signals will be set by default for the relevant campaign, but you can adjust them later in the campaign builder."
Pick which of Alta's 17 buying signals you care about and how each one should weight. Setting them here means new campaigns inherit your defaults instead of you reconfiguring signal weights every time.
3. Keywords
"The keywords will be implemented in the trigger events campaign but can be adjusted within the campaign."
The Keywords section feeds Trigger Events campaigns — what wording, themes, or topics you want Alta to pick up from prospect activity (LinkedIn posts, hiring, funding, etc.).
4. DNC
"The DNCs can be blocked as an individual prospects or entire company, and once added, they will not appear in any of your campaigns."
Your global do-not-contact list. Add an entire company (by domain) or specific people you never want Alta to message. Once on the list, they're filtered out of every campaign — past, present, and future.
5. Context
"The context materials will be useful for any AI prompt or request you make to Katie. You can select specific files from the list or the entire knowledge base."
Drop in knowledge base files — product one-pagers, sales decks, customer success stories, competitor matrices. Anything Katie should be able to pull from when generating messages or answering prompts. Files added here are reusable across every assistant and prompt in the workspace.
6. Connectors
"Connecting your tools will help Katie understand your business and make more accurate recommendations."
Connect your CRM, calendar, communication channels, and any Flows integrations. The more Alta can see (callable integrations), the more accurate her recommendations and the more tools your Reply Agents and assistants can use.
7. Messaging
"The messaging will be used to craft the campaign messages, but you can adjust them later in the campaign builder."
Default message styling and structure — what voice, length, and structure Alta should use as the starting point for campaign messages. Per-campaign overrides still apply.
8. Prompts
"The prompts will be used to craft the campaign messages, but you can adjust them later in the campaign builder."
The reusable prompt library scoped to this workspace. Anything saved here is available as a starting point in any campaign's pitch and touchpoint steps.
Tips and common pitfalls
Pitch is the highest-leverage tab. If you only fill in one section before launching your first campaign, make it Pitch — it's what the Campaign Builder reads when it generates default pitch content.
DNC is global and retroactive. Adding a company or person here removes them from every campaign, including campaigns already in flight. Use it deliberately.
Save before navigating away. The Knowledge page tracks form dirtiness — if you switch routes mid-edit, you'll see the Leave Page confirmation dialog. Save first, or accept that your edits will be lost.
Don't double-define what already exists on the rep. Calendar tools live on each rep (Settings → Katie's Reps), not in the Knowledge Connectors tab. Use Connectors for workspace-level CRMs, comms, and Flows integrations.
Knowledge Chat is opt-in. If your workspace has the entitlement, Katie can help draft each section conversationally — look for the chat panel on the left of the Knowledge page. If you don't see it, your workspace doesn't have the feature flag enabled yet.
You can deep-link to a tab. Append
?tab=<section>to the page URL (for example,/compass?tab=messaging) to jump straight into one section — Alta uses this internally from the Rep Messaging area. The path stays/compasseven though the sidebar label reads "Knowledge".Update Knowledge when your positioning changes. A stale Pitch leaks into every campaign Alta generates. When you reposition or launch a new product, come back and refresh this page.
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