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Links

Point your AI agents to websites and online resources so they understand your clients' world.

Add links to give your agents context that lives on the web. When you save a link, your agent reads and remembers the content - so it can reference that information in future conversations.

Not everything lives in documents. Your agents need to understand:

  • What your client's website actually says
  • How competitors position themselves
  • Industry trends and terminology
  • Reference material your team uses constantly

Links fill in context that documents cannot. They help your agents speak intelligently about the broader landscape around each client relationship.

When you add a link, your agent:

  1. Visits the page and reads the content
  2. Extracts the relevant text and information
  3. Stores this understanding for future reference
  4. Uses the information when answering related questions

Your agent does not browse the live site every time someone asks a question. It works from a snapshot taken when you added the link. For content that changes frequently, consider refreshing the link periodically.

Client Websites

Start with your client's own online presence:

  • Homepage - For understanding how they describe themselves
  • About page - For company history, mission, and values
  • Product or service pages - For what they actually sell
  • Blog or news section - For recent announcements and priorities
  • Team page - For knowing who's who

When a client asks your agent something, it helps to have the agent understand the client's own messaging.

Competitor Sites

Give your agents competitive context:

  • Direct competitor homepages
  • Competitor product pages for comparison
  • Competitor content that your client references

An agent that understands the competitive landscape can help you craft more differentiated messaging and positioning.

Industry Resources

Add authoritative sources your team references:

  • Industry publications and news sites
  • Trade association guidelines
  • Regulatory information relevant to the client
  • Research and statistics sources

These help your agent ground answers in industry reality rather than generic information.

Reference Articles

Useful content your team returns to often:

  • Strategy frameworks and methodologies
  • Best practice guides
  • Case studies from other campaigns
  • Technical documentation for platforms you use
  1. Open the agent you want to provide context
  2. Navigate to the Context tab
  3. Click Add Link
  4. Paste the URL
  5. Add an optional description to help you remember why this link matters
  6. Click Save

The agent processes the link within seconds for most pages. Complex or very long pages may take slightly longer.

Your saved links appear in a list showing:

  • The page title (pulled automatically)
  • The URL
  • Your description (if you added one)
  • When you added it
  • Processing status

Website content changes. When you know an important page has updated:

  1. Find the link in your list
  2. Click the refresh icon
  3. The agent fetches and processes the current content

For client websites that update frequently, refresh important links monthly or when you know major changes occurred.

When a link is no longer relevant:

  1. Find the link in your links list
  2. Click the menu icon (three dots)
  3. Select Remove

The agent stops referencing content from removed links in future conversations.

Best Practices

Start With the Client's Own Site

Before adding anything else, make sure your agent knows what your client says about themselves. Add their homepage, key product pages, and about section. This foundation helps the agent represent the client accurately.

Add Context, Not Clutter

Every link you add becomes part of how your agent thinks. Be selective. A few highly relevant links serve better than dozens of tangentially related ones.

Ask yourself: "Will this help the agent answer questions about this client?" If the answer is not clearly yes, skip it.

You do not need to add every page from every competitor. Focus on:

  • Main positioning and messaging pages
  • Products or services that directly compete
  • Any content your client specifically mentions or worries about

Use the description field. Six months from now, you may not remember why you saved a particular industry article. A brief note like "Client referenced this in kickoff call" or "Key competitor announcement" helps you manage your links over time.

Refresh Before Big Moments

Before an important client call or deliverable, refresh links for that client's website and key competitors. You want your agent working from current information, not something from months ago.

Good Candidates

  • Static content pages with clear information
  • Company pages with stable messaging
  • Published articles and reports
  • Documentation and reference material

Less Ideal

  • Pages requiring login (the agent cannot access gated content)
  • Highly dynamic pages that change constantly
  • Single-page applications that load content via JavaScript
  • Pages with mostly images and little text

If a link does not seem to be providing useful context, try linking to a different page or providing the information as an uploaded file instead.

Privacy and Security

When you add a link, your agent accesses only publicly available content. It does not log in to anything or access password-protected pages.

The content your agent reads and stores is treated with the same security as uploaded files. Only your team and designated clients can benefit from this context through agent interactions.