Wiki (in product)

This site — learn.preshos.com — is documentation and learning content. It is not your tenant’s wiki. The in-product Wiki is your tenant’s knowledge base at /wiki (nav INTERNAL → Knowledge → Wiki): the place where people and agents write down how the organization works, so sessions start from shared truth instead of rediscovery.

What it is

• One knowledge base per tenant, organized into spaces. Each space holds pages on one area: the company, a team, onboarding, or your own notes.
• Human-plus-agent maintained. People write and curate pages; agents read them for context and can propose updates. Suggested agent writes go through Approvals before landing; direct-policy writes (including My notes and agent-first spaces) land attributed to the agent.
• Connected to Obsidian for offline-friendly two-way editing. See Obsidian sync.

The spaces

• Company wiki — tenant-wide reference: how we work, key systems, standing decisions.
• Team spaces — one per team, for that team’s runbooks and context.
• New hire onboarding — the guided starting set for new members.
• My notes — your personal space. Notes here are yours, not shared, unless you move them.

Space kinds, visibility, grants, and per-space agent policy live on Spaces.

Who it is for

• Tenant users keeping runbooks, decisions, and context where sessions can use them.
• Tenant admins shaping what agents may read and what they may change.
• Agents reading pages for session context and proposing updates as the work changes.

Linking pages to records

A wiki page can be notes for a record — a company, contact, deal, or work item. The link is frontmatter: an about: list of record URLs on the page. It is plain Markdown, so it survives Obsidian sync untouched.

• About chips under the page title show the linked records. The + opens an About picker to attach a record; the × on a chip removes the link. Edits are byte-safe: when a chip change cannot apply cleanly, the editor fails closed to Edit as Markdown instead of mangling the page. Treat the product UI as the source of truth for the exact picker shape.
• @ mentions inside page text insert [Name](record URL) links to records. @ never combines with [[ — a mention is a record link or a wiki link, not both at once.
• Nothing is auto-created per record. Records do not get wiki pages until someone writes or links one.

The other direction works from the record side. Company, contact, and deal right rails, the work-item full-page rail, and the work-item flyout Wiki tab (between Files and Approvals) show the pages about and mentioning that record, plus one hop of related work. From the panel, New page about this starts a page already linked to the record, and Link a page attaches an existing one. Access follows both sides: record RBAC plus space access, org_id filtered, work items typed by type plus public id.

What next

• Spaces: space kinds, visibility, grants, agent edit policy, the Obsidian toggle, Home pages.
• Agents in the wiki: suggest vs. direct edit, and the Approvals (Wiki kind) flow.
• Obsidian sync: the PRESHos Wiki plugin, vault layout, and sync behavior.