“Where should this ticket go?”
Identity: triage agent · Scope: supportPLATFORM · AI AGENTS FOR BUSINESS
AI agents for business that know your company
Give AI agents for business their own knowledge scopes and keys. They use HeyBrain’s answers to act through their own tools.
- Shared company knowledge.
- Ask from Claude, Cursor or Codex.
- Keep private knowledge private.
Knowledge for the agent’s next step
The service guide names the escalation queue.1
1 · Support escalation guide · NotionThe agent routes the ticket in its helpdesk, as requested.
Action performed by the agent
Built for Support agents, Sales agents, Operations agents, Engineering agents
What's our SLA for enterprise tickets?
The service guide defines enterprise support hours and escalation priorities. The triage agent receives that cited reference. 1
Enterprise support guide
What renewal context can the sales agent use?
Product scope and renewal dates available. Margin figures stay restricted to the finance role. 1
Sales-agent access rules
Can the operations agent read financial forecasts?
The agent can read support policy. Financial forecasts remain outside its scope. 1
Operations-agent access rules
Can a revoked key read sources?
The key is revoked. Further requests cannot retrieve company knowledge. 1
Agent key retirement guide
Brief every agent. Scope every key.
Your support agents and sales agents share answers with sources.
Support agents
Shared company knowledge
What's our SLA for enterprise tickets?
On request
Which enterprise requests need an escalation?
Before deciding
Source answer: The service guide defines enterprise support hours and escalation priorities. The triage agent receives that cited reference.
- Enterprise support hours
- Escalation priorities
- Routes the ticket in its own helpdesk
Sources: Enterprise support guide (Google Drive); Juniper Works · Supporting notes (Notion).
Reads fromAgent administrators
Its own key
Which knowledge can the triage agent’s key access?
Weekly
Which sources are outside the triage agent’s scope?
Before deciding
Source answer: The triage agent’s key permits support procedures. Payroll and board documents remain outside its scope.
- Identity: triage agent
- Allowed: support procedures
- Excluded: payroll and board sources
Sources: Agent key and access rules (Notion); Juniper Works · Supporting notes (Google Drive).
Reads fromOperations agents
Scoped to its job
Can the operations agent read financial forecasts?
On request
Which support procedures can this agent read?
Before deciding
Source answer: The agent can read support policy. Financial forecasts remain outside its scope.
Sources: Operations-agent access rules (Google Drive); Juniper Works · Supporting notes (Notion).
Reads fromEngineering agents
Revoke in one click
Can a revoked key read sources?
Weekly
How do we test source access after revoking a key?
Before deciding
Source answer: The key is revoked. Further requests cannot retrieve company knowledge.
- Identity: triage agent
- Status: revoked
- Further knowledge requests denied
Sources: Agent key retirement guide (Notion); Juniper Works · Supporting notes (Google Drive).
Reads fromAgent administrators
See what every agent read
Which sources did the triage agent read?
On request
Which request times and source references were recorded?
Before deciding
Source answer: The record identifies the agent, request time and sources. Review these against its scope.
- Agent, time and sources
- The record identifies the agent, request time and sources.
- Review against the agent’s scope
- Review these against its scope.
Sources: Agent access record (Google Drive); Juniper Works · Supporting notes (Notion).
Reads fromEngineering agents
Works with your agent stack
How does my agent request company knowledge?
Weekly
What does HeyBrain provide before the agent acts through its own tools?
Before deciding
Source answer: Your agent receives cited context through MCP, then acts through its own tools.
- MCP knowledge request
- Source-linked answer
- Uses its own tools for the user’s requested action
Sources: MCP integration guide (Notion); Juniper Works · Supporting notes (Google Drive).
Reads from
Less searching. More shared context.
Without HeyBrain
With HeyBrain
Copy the service guide’s enterprise support hours and escalation priorities into the triage agent’s task.
Give the triage agent the cited service-guide reference for enterprise support hours and escalation priorities.
Check the triage agent’s key scope separately from payroll and board-source access.
Find the support procedures permitted by the triage key while payroll and board documents remain outside its scope.
Check support-policy access separately from the operations agent’s financial-forecast permissions.
Use the support policy available to the agent while financial forecasts remain outside its scope.
Look up the key’s revocation status before checking whether a further knowledge request can proceed.
Find that the key is revoked and further requests cannot retrieve company knowledge.
ONE CONNECTED BRAIN
One question, across your tools
Bring Google Drive, Notion and your uploads into one cited answer.
- Question
- What's our SLA for enterprise tickets?
- Answer
- The service guide defines enterprise support hours and escalation priorities. The triage agent receives that cited reference. (Source 1)
- Source 1: Enterprise support guide (Google Drive)
- Additional source: Agent key and access rules (Notion)
- Additional source: Operations-agent access rules (Google Drive)
FOLLOW THE SOURCE
Review the evidence behind an answer
Open the citation. Read the original wording and surrounding detail.
- Answer
- The triage agent’s key permits support procedures. Payroll and board documents remain outside its scope. (Source 1)
- Cited excerpt from Agent key and access rules (Notion)
- The triage agent’s key permits support procedures. Payroll and board documents remain outside its scope.
- Source 1: Agent key and access rules (Notion)
- Source 2: Enterprise support guide (Google Drive)
PERMISSIONS IN EVERY ANSWER
Share the context. Keep the boundaries.
Same question, different permissions. Review the request and sources in the access record.
- Question
- What context can the sales agent use?
- Answer for Arun Vale (Finance agent)
- Product scope and renewal dates available. Minimum renewal margin: 25%.
- Answer for Emil Okafor (Sales agent)
- Product scope and renewal dates available. Restricted section withheld.
- Section withheld from Emil Okafor
- MARGIN FIGURES · FINANCE ONLY
- Access record
- 14:02 · Emil Okafor · Source access checked · 1 SECTION WITHHELD · RECORDED
Company knowledge, under your control
Permissions you already have
Answers respect source access.
Every agent gets its own key
Set its scope. Revoke its key.
A record of every access
Review requesters, sources and access decisions.
Review provider data terms
Check provider data use and retention.
Bring your own model key
Connect your model to governed knowledge.
Privacy review
Review data handling, providers and international transfers.
Read the privacy policyLESS CONTEXT. LOWER COST.
Send less context per task
HeyBrain sends only the context a task needs.
FAQ
Questions teams ask
What's our SLA for enterprise tickets?
The service guide defines enterprise support hours and escalation priorities. The triage agent receives that cited reference. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.
Which knowledge can the triage agent’s key access?
The triage agent’s key permits support procedures. Payroll and board documents remain outside its scope. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already use.
Which sources and AI tools can we use?
Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.
How does HeyBrain keep private knowledge private?
People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.
How do we get the team started?
Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.
How does HeyBrain reduce AI token cost?
HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.
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