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Adding Client Context

Upload files, add links, and connect tools so your AI agent remembers everything about your clients.

An agent is only as good as the information it has. This section shows you how to give your agent the context it needs to be genuinely useful.

Why Context Matters

When a team member asks your agent "What messaging did we use for the Acme Corp spring campaign?" the agent can only answer if it has access to that campaign's documents.

The more context you add, the more your agent can help with:

  • Answering questions about client history
  • Finding relevant files and references
  • Maintaining consistency across team members
  • Recalling decisions and their rationale

Think of context as your agent's memory. You're teaching it everything it needs to know.

Adding Files

Upload documents directly to your agent. Supported file types include:

  • PDFs — Proposals, contracts, brand guidelines
  • Documents — Word files, creative briefs, SOPs
  • Spreadsheets — Budgets, timelines, tracking sheets
  • Images — Logos, creative assets, mood boards
  • Presentations — Pitch decks, strategy documents

How to Upload Files

  1. Open your agent
  2. Click the "Add Context" button
  3. Select "Upload Files"
  4. Drag and drop your files, or click to browse

Your agent processes files in the background. Larger files may take a minute or two. Once processed, the agent can answer questions about their contents.

What to Upload

Start with the documents your team references most:

  • Brand guidelines and style guides
  • The original RFP and your proposal
  • Creative briefs for active projects
  • Past campaign performance reports
  • Key meeting notes and decision logs
  • Contracts and SOWs

You don't need to upload everything at once. Add files as you go, and your agent gets smarter over time.

Not everything lives in a document. Add links to web resources your agent should reference:

  • Client websites
  • Competitor sites
  • Industry articles
  • Shared drives and folders
  • Social media profiles
  1. Open your agent
  2. Click "Add Context"
  3. Select "Add Link"
  4. Paste the URL and add a brief description

The description helps your agent understand what the link contains. For example: "Client's main website - reference for brand voice and current messaging."

Connecting Meetings

Your agents can learn from your meetings automatically. Connect your calendar and your agent will have access to:

  • Meeting notes and transcripts
  • Action items and decisions
  • Attendee information
  • Follow-up tasks

Supported Integrations

  • Google Calendar — Syncs meetings from your work calendar
  • Slack — Records and transcribes Slack Huddle conversations

How to Connect

  1. Go to your account settings
  2. Select "Integrations"
  3. Click "Connect" next to your preferred tool
  4. Authorize access

Once connected, new meetings are automatically added to relevant agents. No manual uploads needed.

How Agents Use Context

When you or your team asks a question, your agent:

  1. Searches all context — Files, links, and meeting notes
  2. Finds relevant information — Identifies what's most useful
  3. Synthesizes an answer — Combines sources into a clear response
  4. Cites its sources — Shows where the information came from

This means your agent doesn't just store files—it understands them and can answer questions about their contents.

Example Questions Your Agent Can Answer

After adding context, try asking:

  • "What's the approved color palette for this client?"
  • "Summarize the key points from last week's strategy call."
  • "What deliverables are due this month?"
  • "What was the reasoning behind the pricing we proposed?"
  • "Who are the key stakeholders and what are their roles?"

Building Context Over Time

You don't need to add everything today. Many teams start with:

  1. Week 1: Upload the most critical documents (brand guide, active briefs)
  2. Week 2: Add links to key resources (client website, competitors)
  3. Week 3: Connect calendar for automatic meeting capture
  4. Ongoing: Add new documents as projects progress

The more you use your agent, the more you'll discover what context would be helpful.

Next Steps

Your agent now has knowledge to work with. The final step is inviting your team so everyone can benefit.