Knowledge base
Marin's knowledge base lets you teach Marin about your preferences, business details, and communication style. The more Marin knows about you, the better it can assist you with personalized, context-aware responses.
What is the knowledge base?
The knowledge base is how Marin stores information about you and your business. Instead of repeating the same details every time, you can save entries that Marin will use automatically when helping you.
Think of it as notes you give to a new assistant—they help Marin understand your preferences, know your commonly-used information, and respond in ways that match your style.
What should you save?
Business Information
- Your business name and what you do
- Your products or services
- Your typical pricing or packages
- Your business hours and availability
- Your location or service areas
EXAMPLE ENTRY
"I run a boutique marketing agency called Bright Ideas Marketing. We specialize in social media management and content creation for small businesses. Our standard packages start at $2,000/month and we're based in Austin, Texas."
Communication Style
- How formal or casual you prefer to be
- Your email signature style
- Phrases you commonly use or avoid
- How you like to structure emails
EXAMPLE ENTRY
"I prefer a friendly but professional tone in business emails. I like to keep emails concise and end with 'Best regards'. I avoid corporate jargon and prefer straightforward language."
Common Scenarios
- How you handle different types of inquiries
- Standard policies (refunds, scheduling, etc.)
- Frequently asked questions and your answers
- Your process for onboarding new clients
EXAMPLE ENTRY
"When someone asks about my availability, I'm typically free for meetings on Tuesday through Thursday afternoons. I require a 50% deposit before starting new projects. My cancellation policy is 24 hours notice."
Personal Preferences
- Your working hours and time zone
- How you prefer to communicate (email, phone, video)
- Tools and platforms you use regularly
- Important dates or deadlines
EXAMPLE ENTRY
"I work Monday through Friday, 9am to 5pm EST. I prefer Zoom for initial consultations. I use Notion for project management and Google Drive for file storage."
How to add to your knowledge base
There are two ways to add information for Marin to use:
Method 1: Through the Dashboard
- Open your Knowledge base in the dashboard
- Click "Add entry"
- Enter your content (be as specific as possible)
- Save it
Method 2: Via Email
You can also add information by telling Marin directly in an email:
"Remember: I prefer to schedule client calls on Tuesday and Thursday afternoons"
"Save this as a memory: My standard consulting rate is $150/hour"
How Marin uses your knowledge base
When drafting emails or responding to requests, Marin automatically references what you've saved to provide more accurate, personalized responses.
Example Scenarios
Scenario 1: Pricing Inquiry
Someone asks about your rates. Because you've saved your pricing in your knowledge base, Marin can draft a response that includes your actual rates without you having to specify them each time.
Scenario 2: Scheduling Request
A client wants to schedule a meeting. Marin knows your preferred meeting days and times from your knowledge base and can suggest appropriate times automatically.
Scenario 3: Service Description
When explaining what you do to a new inquiry, Marin uses the business description you've saved to provide consistent, accurate information.
Managing your knowledge base
You can view, edit, or delete entries anytime from your Knowledge base. Keep them updated as your business evolves.
- Review your entries monthly to ensure they're still accurate
- Update pricing, availability, or policies when they change
- Remove outdated information that no longer applies
- Add new entries as you discover gaps in Marin's knowledge
Privacy & Security
Your knowledge base is private and secure. It's only used by Marin to assist you and is never shared with anyone else. You can delete any entry at any time.
Getting started
Here's a quick checklist of entries to add when you first set up Marin:
- ✓ Your business name and what you do
- ✓ Your primary products or services
- ✓ Your preferred communication style
- ✓ Your typical availability for meetings
- ✓ Your standard pricing or packages
- ✓ Any important policies (cancellation, refunds, etc.)
- ✓ Your working hours and time zone