Turn any record into a workspace. Agents and humans contribute updates, tasks, notes, and issues. The record becomes the coordination.
Every organization has entities that multiple people and systems touch — accounts, deals, patients, projects, tickets, students, properties. Today, knowledge about those entities lives in silos: the CRM knows the deal stage, the support desk knows the open tickets, the product tool knows the usage, the sales rep knows the vibe of the last call, and the AI agent knows whatever was in its last prompt.
Nobody has the full picture. And there's no place where all contributors — human and AI — can work on the same entity together.
將任何記錄轉變為代理和人員協作的共享工作區。將簡單的工作區架構附加到任何實體(聯絡人、公司、交易、項目、票證),並讓任何參與者貢獻更新、任務、註釋和問題。每當使用者需要多代理協作、實體上的共享上下文、代理切換、基於工作區的協調或三層代理操作模型(指南 + 記憶體 + 工作區)時,請使用此技能。當他們提到多個代理處理相同記錄、交易室、帳戶智慧、客戶健康監控、跨職能協調或人工智慧代理的漸進自主權時,也會觸發。 來源:personizeai/personize-skills。