SupportConfigure Piece business data
Bind approved connectors, business resources, reviewed memory, and live data paths to the exact Piece draft that needs them.
How this fits into Lead360Explore Ask360 Piece StudioUnderstand the commercial operating model behind versioned Ask360 roles.- 01
How Lead360 helps
- 02
Before you begin
- 03
Complete the workflow
- 04
Understand the key controls
How Lead360 helps
Business data tells a Piece where approved context comes from. The setup can combine reviewed Memory Sets for stable knowledge with supported live tools for current prices, availability, customer records, payments, and other changing values, without turning stored knowledge into operational permission.
When to use this workflow
Use Business data after the Piece role and capabilities are defined and the exact knowledge and live sources can be selected.
Before you begin
Start with the exact sub-account and the smallest set of permissions, records, and resources required for the task.
- Classify each source as stable reviewed knowledge or changing live data.
- Verify ownership, tenant scope, and minimum required resource access.
- Review privacy, retention, credential, and customer-data restrictions.
Complete the workflow
Follow the steps in order and stop when a required resource, permission, review, or approval is missing.
- Open the Piece draft and select Business data.
- Choose approved connectors and tenant resources needed by the role.
- Select an immutable Memory Set or other supported reviewed memory binding.
- Keep changing values connected to their live owning tools.
- Save the revision and test expected, stale, missing, and unauthorized data scenarios.
Understand the key controls
Reviewed memory
A Memory Set contains exact reviewed file revisions and does not change as the broader Memory Brain evolves.
Live values
Current availability, prices, booking links, balances, payment states, and record statuses should be read from live tools.
Credentials
Passwords, tokens, API keys, and provider secrets never belong in business data or memory files.
Confirm the result
Do not rely on a success message alone. Confirm the saved state and any live effect in the product area that owns the final record.
- Confirm every source belongs to the current sub-account.
- Check source timestamps and Memory Set contents.
- Test that the Piece refuses or escalates when required data is unavailable.
Troubleshooting
The Piece answers from old business data
Review Memory Set revision contents and use a live tool for changing values. Create a new draft binding when reviewed knowledge changes.
A connected resource is empty
Check tenant mapping, provider authorization, selected resource, capability, and whether the current user can read it.
Frequently asked questions
Can a Piece use both memory and live Lead360 data?
Yes. Use reviewed memory for stable context and supported live tools for changing operational values.
Does attaching business data grant write access?
No. Write authority comes from separate capabilities, user permissions, effect policies, and operation controls.
Continue with Lead360
Use this workflow in Lead360
Put this guide into practice with a 14-day free trial of Lead360 Pro early access, or continue learning through the related collection.