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Using Vythos

Clients ​

A client in Vythos is a name that rules can be attached to. Adding one costs nothing and gives you somewhere to put the two or three documents where that client differs from your defaults.

Add a client ​

On the Playbook, use the client rail on the left, or add one from inside the Add rule card when you're filing a document for them. Type the name and confirm.

Nothing else is needed. There's no import, no matching, no setup — and Vythos never invents a client from a document it read.

Give them their own rules ​

Add their document with Add rule and choose them under Which client is it for?. Their brand guidelines, their signed terms, the list of words their legal team hates.

From then on, for work that names that client:

  • Their rule replaces your house rule in that category.
  • Everywhere they have no rule of their own, your house rules apply.
  • AI tools are told which rules are the client's, so a tool can say "I'm using Acme's payment terms, not your standard ones".

See Clients and scope for how the ranking works.

Naming them the way your team writes ​

Use the name people actually type: Acme, not Acme Holdings (EMEA) Ltd. Vythos matches the client out of a question or a task description, so the name that matches most often is the one worth using.

If two clients have names close enough to confuse, Vythos uses neither rather than picking one. Rename one of them to something distinct.

Limiting who sees a client ​

When you invite someone you can assign them clients:

  • Assign none — they can see every client's rules, within their category access.
  • Assign one or more — only those clients' rules reach them, in Ask and in their own AI tools.

Useful for freelancers on a single account. See Your team and their access.

When an engagement ends ​

Retire that client's rules from their rows on the Playbook. The client name stays — their past decisions are still part of your record — but their terms stop overriding your defaults for anything that mentions them.

If the client comes back, add the documents again; the rules resume with their history intact.

Vythos — the context layer for agencies that run on their own rules.