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Master Vault is the workspace file system for GTM knowledge. It stores strategy docs, account docs, and agent-maintained notes that should outlive any one conversation.
Yuzu Master Vault showing the read-only Zu notes document

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Strategy docs

Strategy docs are living workspace references. Teams use them for:
  • ICP and positioning
  • Buying committee patterns
  • Objection playbooks
  • Pricing rules
  • TLDR style guidance
  • Tone of voice
  • Win and loss themes
The master agent can review these docs against recent workspace signal and write versioned updates when the evidence has materially changed.

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Zu’s notes

Zu’s notes is a system document written by the chat agent. It is read-only for humans and exists so Zu can preserve durable workspace facts it learns through conversations. Humans can:
  • Read the doc.
  • Open the version rail.
  • See which agent wrote each revision.
  • Duplicate content into a normal editable doc when needed.
Humans cannot directly edit the system doc. That keeps agent memory auditable and prevents accidental manual edits from being treated as agent-authored memory.

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Version rail

The version rail shows each saved change, author type, timestamp, and summary. Prior system versions are visible for inspection, while restore actions are disabled on protected agent-memory documents.

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Accounts

Account docs let the workspace keep durable context outside the deal page. Use them for account-level notes that should apply across multiple conversations or opportunities.