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How to pass knowledge cards through Cards?

Updated 1 min read 20 / 81

Cards have the highest priority over documents. Sharing cards allows you to instantly "teach" the new Binom exact answers to frequent questions (FAQ), objection-handling rules, and proven sales scenarios.

How to set up

  1. Go to the "Cards" section of the source Binom.
  2. Mark the cards that contain universal knowledge (for example, the Seller's behavior strategy or answers to typical complaints).
  3. Share the selected cards with the new synthetic employee via the shared access system.

Result
The new Binom immediately inherits the accumulated communication experience and the best response options, personally approved by you, which eliminates errors at the start of its work.


Updated on 19.10.26

Cards take the highest priority over documents. Sharing cards lets you instantly "teach" a new Binom exact answers to frequently asked questions (FAQ), rules for handling objections, and proven sales scripts.

How to set it up

  1. Go to the "Cards" section of the source Binom.
  2. Select the cards that contain general knowledge (for example, the Seller behavior strategy or responses to typical complaints).
  3. Share the selected cards with the new synthetic employee through the shared access system.

Result
The new Binom immediately inherits the accumulated communication experience and the best response options approved by you personally, which prevents errors at the start.

Why share cards between Binoms

If your account has several Binoms, for example a salesperson, an HR manager, and a lawyer, they often need the same knowledge. Binom itself often creates cards: when it cannot find an answer in a conversation with a client, it creates a card with the question, and you answer it (how knowledge cards work). An answer given to the salesperson can be passed to the other selected Binoms with one click, without copying it manually.

Shared access works like a shared cloud document: you send an invitation, and the person responsible for the other Binom accepts it. This way knowledge is not duplicated, and confidential information stays only with the Binoms you have opened it to.

Step by step: how to give another Binom access to a card

  1. Open Cards in the Binom where the card was created.
  2. Click the "Share" icon next to the required card. The "Grant access" window will open.
  3. In the "Select target Binom" list, choose the recipient. The list shows other Binoms in your company that you have access to. If the Binom you need does not exist yet, create it.
  4. Click "Grant access". "Access granted" will appear, and the request will show the status "Awaiting approval" for the recipient.

Access is granted for each card separately. To copy the entire knowledge base to another bot, repeat the steps for all the required cards and documents.

What the recipient Binom does

  1. The person responsible for the recipient Binom switches to it in the Binom list in the account header and opens Cards. The card will appear marked "New request".
  2. The Owner or Administrator of the recipient clicks "Accept access" or "Decline request".
  3. After acceptance, the card appears in the "Available to me" collection and is used in responses. It is read-only: it can only be changed in the source Binom, and changes are immediately visible to all recipients.

All granted and received access is collected in the Team section on the "Shared access" tab.

How to revoke access

In the source Binom, click the "Share" icon next to the card again and select "Revoke access" (or "Cancel request" if the recipient has not yet accepted it). The recipient can also "Leave access" themselves. While a card is shared with another Binom, it cannot be deleted: revoke access first.

Possible issues

No "Share" icon

What this means: only the Owner and Admin access levels can share cards. The badge also won't appear if all available Binoms have already received this card.
What to do: ask your account owner to give you the Admin access level. See team access levels.
How to tell it's resolved: the badge appears on the cards.

The Binom you need isn't in the list

The recipient must belong to your company, and you must have access to it. Check in Team that you are a member of this Binom.

Other common questions

How do I move the knowledge base to another bot?

Grant access to the cards by following the steps above, and to the documents: how to transfer documents to a new Binom.

Can I create one shared knowledge base for several bots?

Yes: one card can be shared with several Binoms, but it is edited in one place, in the original Binom. For how to create and maintain cards: knowledge cards in Binom.

What's next

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Updated October 21, 2026