What this is
WISEPIM Growth-OS is an internal tool for WISEPIM staff. It is not sold, not licensed and not offered to anyone outside the company. There is no plan to choose, no invoice to pay and no service level to hold us to.
So this page is not a contract. It is the set of habits that decide whether the system is worth opening tomorrow. A workspace full of half-remembered numbers and paraphrased quotes is worse than a spreadsheet, because it looks authoritative.
Accounts are personal
Your account is yours. Do not share a login, do not hand your session to someone else and do not work in a colleague’s account because it happens to be open.
Every change is attributed. Activity history, decision authorship and evidence review all name a person, and they are only useful if that name is right. Working under someone else’s account breaks the record for everyone who reads it later.
If you need access you do not have, ask an owner or admin to widen your membership. That is a thirty-second request.
Record what is true
A quote is a quote. Copy the exact words from the transcript. Do not tidy the grammar, do not merge two sentences from different minutes and do not summarize a customer and present it as their line. Evidence carries a verbatim span for a reason.
A number needs a source. If you cannot say where a metric came from and when it was measured, it belongs in an open question or a hypothesis, not in a metric.
Mark what is uncertain as uncertain. The system already distinguishes a hypothesis from a reviewed observation and reads those signals when it ranks answers. Use them honestly and searching the workspace stays reliable.
Review AI proposals before they become records
Meeting extraction, Ask Growth Kit, the multi-lens workbench and content drafting produce proposals. A proposal is not a record until a person reads it, checks its citation and approves it.
Check the quote against the transcript, not against how plausible the summary sounds. Approving a batch without reading it puts invented specifics into the same table as verified ones, and after that nobody can tell them apart.
Decline what is wrong. A declined proposal is a useful signal. Leaving it pending forever is not.
Connect only what you are allowed to connect
A source connection stores a credential that then reads on our behalf. Do not connect a source with credentials you are not authorized to use, including a personal account standing in for a company one, or a credential a colleague forwarded to you.
Connect at the narrowest scope the provider offers. Rotate a credential through the Sources page rather than editing it around the system, and revoke a connection you no longer need.
Customer and prospect data
What we store about the companies and people we sell to, and who can read it, is described on the privacy page. Read it before you import a list or paste a transcript.
Two rules follow from it. Do not put a conversation into WISEPIM Growth-OS that should not be readable by colleagues with project access. And do not export records into a personal spreadsheet or deck to work around access you were not given, because the moment data leaves the system, every control described on that page stops applying.
Nothing leaves this system on its own
Campaigns plan, freeze a recipient snapshot and record what happened. WISEPIM Growth-OS does not email, message or contact anyone. When you act on a plan you do it in the real tool, then come back and record the result. Do not write a campaign as though the system already sent it.
Asking for a change
The roadmap is where a request for a change belongs. Put it there with what you were trying to do and what got in the way. A request on the roadmap can be prioritized, questioned and linked to the objective it serves. The same request in a passing message cannot.
Found something broken or something that overstates what the system does? That belongs on the roadmap too, and it gets read.
Access ends when you leave
When you leave WISEPIM, or move to a role that no longer needs it, your membership is removed and your access ends. Export whatever is personally yours before that happens, through your privacy settings.
The records stay. Accounts, meetings, evidence, decisions and finance belong to the company, not to whoever typed them, and attribution is preserved through an anonymized user record so history still reads correctly.
These rules and how they change
These rules change as the system changes. The dates at the top of this page are set deliberately whenever the text is revised, so you can see whether what you read last quarter still holds.
Disagree with a rule, or find one that the product no longer matches? Say so at [email protected]. These are our agreements with each other, and they are easier to follow when they are right.