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Organize with branches

File related sources and retrieve the relevant workstream.

Choose a branch for a workstream

Use a stable name for a client or project area. Select that branch when importing material or storing a statement through an integration that supports branch assignment.

Check what recall can see

A scoped SDK query with a branch includes that branch and shared unfiled knowledge. An unfiltered query can read across the scoped workspace. Test both cases with known material before using branch filters in an application.

Keep ownership clear

Use authenticated user scopes for user-specific data. Branches organize knowledge inside that scope; they are not a substitute for authentication.

See branch concepts and SDK examples.