Shared context for human + AI teams

Stop losing context between people, tools, and AI agents.

DM is shared context for human + AI teams. It prepares what applies to each task — your team’s Rules, Skills, Decisions, and repository context — and brings what people and agents learn back for review.

A human and a connected agent both use a DM workspace. The human approves Rules, Skills, and Decisions before they become trusted. The agent can propose new learning for review, and can read already-approved context that applies to the work. Repository intelligence is available in the workspace. Memory is in progress and is not automatically trusted. Connecting an agent is explicit.

reads reads Approves Proposes DM workspace Human Connected agent
  • Human approves what becomes trusted
  • Connected agent proposes for review
  • Both read approved context that applies

Memory / context · Rule · Skill · Decision

The problem

Your context is scattered across people, agents, and tools.

Context breaks in both directions: what your team knows doesn't reliably reach the work, and what the work teaches you doesn't reliably come back.

  1. 01

    People know things agents don’t.

    Decisions, rationale, constraints, and exceptions live in meetings, chats, documents, tickets, and conversation — not in the next prompt.

  2. 02

    The right context changes.

    Decisions get replaced. A rule may apply only in one place. Assumptions expire. Yesterday’s memory can be wrong today.

  3. 03

    Every person, tool, and agent learns separately.

    Useful context stays trapped in a session, a chat, or one person’s head instead of becoming something the team can reuse.

  4. 04

    New learning gets lost.

    Work produces discoveries that rarely come back as shared context. The next person — or the next agent — reconstructs them.

See the loop in the product

The loop · real product

What matters goes into the work. What the team learns can come back for review.

Connected agents read already-approved context that applies — no new approval on every read. New learning comes back as a proposal; people decide what becomes trusted.

DM Prepare Context screen for the task “Provision the Aurora-backed Ledger storage path”, showing 6 relevant knowledge items, 0 missing context, 0 conflicts, and why the selection applies.
01 · Context in DM prepares what applies — and says why. Only approved, active, workspace-visible knowledge is eligible for the task.
DM review queue showing a candidate decision extracted from an agent proposal, with Reject, Request evidence and Approve as Decision actions and a policy preview.
02 · Learning back What the agent learned returns as a proposal. A human approves, edits, rejects, or asks for evidence. Nothing becomes trusted on its own.
An approved, active DM decision for the Helix ledger service, showing what was decided, its rationale, and tabs for authority, evidence and lineage, follow-through and history.
03 · Reusable context Approved once, it is trusted context for the next task. Active, workspace-scoped, with rationale, authority and history attached.

Real DM UI · synthetic demo workspace. No customer data.

See how it works

Context + memory

Memory is a great start. Your work needs more than recall.

Remembering what happened is useful. Persistent work also needs the system around the task, and what the team has already decided.

What DM brings into your work

Ready in a DM workspace today: Rules, Skills, Decisions, repository intelligence, architecture context, Prepare Context, and MCP access. Memory is in progress.

  • Decisions

    Keep current decisions and rationale available to the work.

  • Rules

    Give humans and connected agents the constraints that apply.

  • Skills

    Reuse proven ways of working.

  • Repository intelligence

    Understand code structure, dependencies, and relationships.

  • Architecture context

    Keep architecture boundaries and important system context available around the task.

  • In progress Memory

    Carry useful context from previous work across sessions and tasks.

  • Prepare Context

    Bring the relevant pieces together for the task at hand.

  • Agent access

    Use DM through supported MCP clients.

These complement each other in one product: what your team decided, how the system fits together, and — when it is available — what happened before.

More context is not always better.

  • Too little

    Blind

    The work starts without what the team already knows.

  • Everything

    Noise

    A dump of memory and files hides what actually matters.

  • Old

    Wrong

    Replaced decisions and expired assumptions still look current.

  • Out of bounds

    Risk

    Context the person or agent should not use still shows up.

  • Right context

    Useful action

    Current, relevant, shared, approved, and permitted for this work.

Where it hurts first

Where it hurts first

One place this hurts immediately: AI-assisted development.

A developer no longer works with one assistant. Claude Code for implementation. Cursor or Copilot in the editor. Another AI tool for a specific job. Each capable. None reliably carries forward what the others established.

Same task. Implement tenant file upload.

Task Implement tenant file upload
DM context
Already established by the team What the agent produced
Decision Uploaded files stay in SharePoint; SQL stores references only tenant-platform · storage
Stored file blobs directly in SQL Files written to SharePoint, references in SQL
Rule Never log customer identifiers organisation · all services
Logged tenant and customer IDs on upload Customer identifiers excluded from logs
Rule Schema changes require review before merge tenant-platform
Added a column and migrated without review Schema change raised for review before merge
Skill How a tenant-scoped write path is built tenant-platform · v3
Wrote to the database context directly Built with the team's tenant write-path method

Nothing here was a coding mistake. The code compiled, the tests passed, and every line broke something the team had already settled. The organisation already knew. DM made that knowledge available to the work.

  • Without shared context

    The agent has the ticket and the repo. It misses an architectural decision, repeats a rejected approach, and loses useful context from the last session.

  • With DM

    Prepare Context can include applicable Rules, relevant Decisions, useful Skills, and repository intelligence. Memory is added when it is available — not as a finished composed pipeline.

We already run this on our own engineering work, over MCP, with Cursor, Claude Code, Copilot CLI, and other MCP clients. Connecting an agent is explicit.

Using coding agents? Try DM on one recurring task Coding-agent alignment

In the product

Rules. Skills. Decisions.

The records behind the loop. Each one carries where it came from, where it applies, who approved it, and whether it is still current — which is what makes it safe to hand to a connected agent.

Constraints

What must, must not, or needs approval. The boundaries the team already agreed to — carried to the work instead of hoped for.

RULE · R-072
constraint
Never log customer identifiers.
enforcement
DENY
scope
organisation · all services
status
CURRENT
authority
Security baseline · owner: platform lead
provenance
Derived from DEC-097 · 2 supporting sources

How work gets done

The method for a class of work, so it is not reinvented per task — and not re-explained to every new agent and every new teammate.

SKILL · S-018
method
Add a tenant-scoped write path
steps
5 · repository layer → migration → review gate → rollout
scope
project: tenant-platform
status
CURRENT · v3
authority
Maintained by the platform team
provenance
Extracted from 4 merged changes · human-reviewed

What is still current

What was chosen, why, where it applies, and what it replaced. The durable object behind the rule — and the one thing documentation reliably loses.

DECISION · DEC-241
statement
Uploaded files stay in SharePoint. SQL stores references only.
why
Retention and eDiscovery are handled by the DMS; blobs in SQL break the backup SLA.
scope
project: tenant-platform · area: storage
status
CURRENT · supersedes DEC-118
authority
Approved — architecture review
provenance
Architecture review · 3 linked sources

Memory vs a decision

Memory records what happened. A Decision is what is still current — including what replaced an older choice.

Memory “We used configuration X.”

Decision

“Configuration X is deprecated. Configuration Y is current for Project A.”

source
3 agent sessions · 1 architecture review
scope
project: Project A
status
CURRENT
supersedes
configuration X
authority
approved — platform lead

Memory records what happened. A Decision is what is still current.

Memory is in progress in the same workspace — including memory your agents already use, when connected.

View the product

Human + AI work

The same problem shows up wherever context has to survive the handoff.

Coding agents make the gap obvious. DM is for any human + AI team that needs shared context to last longer than a session.

  • Engineering & platform

    Keep constraints and methods with the people and agents shipping the work.

  • Architecture

    Carry forward why the system is this way — not only what the repo looks like today.

  • Product decisions

    What was chosen, what was rejected, and whether it is still current.

  • Onboarding

    The next person should not reconstruct months of “why” from tickets and chat.

  • AI teams

    Several capable tools on one persistent project — without starting from scratch each session.

  • Cross-functional technical work

    Humans and connected agents sharing one workspace of what is current.

All use cases

Prompts are temporary.
Shared context
should not be.

Give your human + AI team one place for the context behind the work — and let the next person or connected agent pick up with less reconstruction.

Only the context a person or connected agent is allowed to use. Trust & security