# Knowledge & Rules: The Context Behind Your Numbers > Give a Supaboard agent your definitions, reference documents, table notes and repeat tasks in plain language. Rules are read with every question; documents and skills when a question needs them. HTML version: https://supaboard.ai/product/knowledge-and-rules Give your agent the context behind the numbers. Define your metrics, explain your tables, and add the reference material your team uses. Give recurring tasks a set of steps, so your agent approaches them your way. ## Different context, different jobs Four kinds of context, and what each one added to a single month-end review. - **Rules** (Revenue means net of refunds): Read with every question, so the review reports revenue after refunds. - **Reference documents** (Metric definitions.pdf): Looked up because the question touched revenue: only paid invoices count. - **Table notes** (invoices: amounts in cents): Explain that amounts are stored in cents, so they’re divided by 100 before they’re added up. - **Skills** (Month-end revenue review): The steps your team follows: compare with last month, break it down by plan, explain refunds. ## How it works 1. **Add your context.** Write a rule, upload reference material, or define a skill. 2. **Try a real question.** See how the agent uses what you added. 3. **Refine and test again.** Update the wording and rerun the questions that matter. ## Make business definitions explicit Write a rule in plain language, like “For revenue, subtract refunds and exclude test accounts.” Rules are read with every question, so spell out the definitions, exclusions and reporting conventions your team uses, then try a real question. - Write rules one at a time - Or upload a document and pull the rules out of it ## Background it looks up when it’s relevant Upload metric definitions, reporting policies or a pricing sheet, and the agent searches them by meaning and keywords when a question touches them. Notes on each table explain what a row is and what its columns hold. - PDF, Word, CSV, Excel or text up to 10 MB, or a two-minute voice note - Table notes are written when you connect, and yours to edit ## Steps for the tasks you repeat A skill is how your team runs a set task, like a month-end revenue review: compare with last month, break it down by plan, explain refunds. It can apply on its own when the task comes up, or only when someone asks for it. - Write it, or draft it with AI - Upload a SKILL.md or import one from GitHub ## FAQ ### How are rules different from reference documents? Rules are instructions the agent reads with every question. Reference documents are background it looks up when a question needs them. ### What are table notes for? They explain what a table holds, what one row represents, and quirks a column name can’t, like amounts stored in cents. They’re written when you connect a source, and you can edit or regenerate them. ### When should I use a skill? For a repeatable procedure, such as a monthly performance review. Use a rule for a definition or instruction that applies more broadly. ### Which files can I upload? PDF, Word, CSV, Excel and text files up to 10 MB each. To pull rules out of a document, upload it on the Rules page. ### Can different agents have different context? Yes. Rules, documents and skills belong to an agent, so finance and marketing can each have their own. Part of [Agents](https://supaboard.ai/product/agents). --- - Site index for agents: https://supaboard.ai/llms.txt - Sitemap: https://supaboard.ai/sitemap.xml - Blog feed: https://supaboard.ai/blog/rss.xml - Product documentation: https://docs.supaboard.ai Any page on https://supaboard.ai is available as markdown: append `.md` to its path, or send `Accept: text/markdown`.