Commands

Talk to Knowledge Base in its dedicated Slack channel, or by mentioning it directly in any channel where it operates. Commands are plain questions; you do not need keywords or special syntax. The agent works out whether your question wants a fact pulled from a document or a count over firm data, and answers accordingly.

Asking a Question About Your Firm's Documents

Most questions are direct lookups against fund documents, advisor communications, research, compliance policy, or regulatory references.

@Alpheous what does the Fund III LPA say about key person provisions?

@Alpheous summarize the Q3 advisor letter

@Alpheous what is the expense ratio on our flagship strategy

The agent looks up the answer in your firm's knowledge base and posts a short, direct reply. Each reply ends with a Sources: footer naming the documents the answer came from, so you can pull the original if anything needs verification.

Asking About Regulation and Compliance

Knowledge Base covers SEC releases, FINRA guidance, exam priorities, enforcement context, and the firm's own compliance manual.

@Alpheous what does the SEC Marketing Rule say about testimonials?

@Alpheous our policy on gifts and entertainment with advisors

@Alpheous recent FINRA guidance on social media for registered reps

You get an answer grounded in the relevant rule or policy document, cited by its formal title or release number. When the firm's own policy and external regulation both apply, the reply names both.

Asking for Counts, Lists, or Comparisons

Some questions want a number or a list rather than a paragraph: how many advisors have we contacted this quarter, which funds have a hurdle above 8 percent, which strategies sit on a given wirehouse platform.

@Alpheous how many advisors did we meet with in Q1?

@Alpheous top 10 LPs by committed capital

@Alpheous list funds with a redemption gate provision

For these questions the agent runs a count or list over the firm's data and gives you the precise number, not an estimate. The reply names the dataset it counted over so you know the scope.

Comparing Across Sources

You can ask the agent to compare two funds, two prior letters, two research views, or your policy against current regulation.

@Alpheous compare Fund II and Fund III fee terms

@Alpheous how does our marketing review process compare to the SEC Marketing Rule requirements?

The reply lays out the comparison point by point, with citations for each side. If the sources disagree on a material point, the agent flags the conflict and cites both rather than picking a side.

Scoping a Question to a Specific Topic

If you want to narrow a question, just say so in plain language.

@Alpheous from the compliance manual, what's our policy on personal trading

@Alpheous looking at investment memos only, what was the rationale for Strategy A

@Alpheous from advisor communications, how have we framed downside protection

Scoping helps when a general question could pull from several categories of document and you want the answer grounded in one specific source set.

When Knowledge Base Declines to Answer

You will sometimes get the reply: "I don't have information on that in the knowledge base." That is the agent telling you, plainly, that it could not find a confident answer in your firm's documents. It is not a failure mode; it is the agent refusing to guess.

There is no Approve, Edit, or Send button on a Knowledge Base reply. The agent does not produce outbound work, so there is nothing to approve. If the answer you got is useful and you want to act on it, copy the relevant detail into the next conversation or hand it to the agent that owns that outbound work.