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Overview

The Business Context Workspace lets you customize how the Every Agent understands your business. Add context through organization prompts, file uploads, Drive links, and URLs so the Agent provides more relevant, accurate assistance. What You Can Customize:
  • Organization prompt (how Agent sees your business)
  • Reference files (documents Agent can access)
  • Drive links (Google Drive documents)
  • URLs (web pages for reference)
  • Trigger business analysis for insights

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Accessing Business Context

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Global Chat Dialog

Location: Bottom-right chat icon → Click Settings (gear icon) in chat header → Navigate to context, tasks, and sources tabs Features:
  • Edit organization prompt
  • Upload reference files
  • Add Drive/web links
  • Configure scheduled tasks
  • Access business analysis
Always Accessible:
  • Available from any page
  • Persists across sessions
  • Syncs with main application
Keep business context updated as your business evolves. Fresh context = better Agent responses!

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Organization Prompt

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What is Organization Prompt?

Custom Instructions for Agent:
  • Describes your business
  • Explains your services
  • Sets tone and style
  • Defines priorities
  • Provides context
How Agent Uses It:
  • References before every response
  • Shapes recommendations
  • Influences invoice creation
  • Guides email drafting
  • Informs analysis

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Editing Organization Prompt

To Edit:
  1. Open chat dialog
  2. Click context/settings icon
  3. Find Organization Prompt section
  4. Click Edit
  5. Update text
  6. Save changes
What to Include:
  • Business Description: What you do
  • Target Clients: Who you serve
  • Services Offered: Main offerings
  • Business Values: How you work
  • Communication Style: Tone preferences
  • Special Instructions: Unique requirements
Example Prompt: 
We are a boutique digital marketing agency specializing in
e-commerce brands. Our clients are typically $1M-$10M revenue
online retailers looking to scale.

Services:
- Paid advertising management (Facebook, Google)
- Email marketing campaigns
- Conversion rate optimization
- Monthly retainers ($3K-$10K/month)

Communication style: Professional but friendly, data-driven,
results-focused. Always emphasize ROI in client communications.

Invoice preferences: Net 30 terms, detailed line items showing
hours and deliverables, always include next month's strategy
preview in notes.
The more specific your organization prompt, the better the Agent understands your business!

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Uploading Reference Files

Supported Files:
  • PDFs (contracts, proposals, guidelines)
  • Word documents (templates, policies)
  • Text files (notes, procedures)
  • Spreadsheets (rate cards, pricing)
  • Maximum 5MB per file
To Upload:
  1. Open business context settings
  2. Find Reference Files section
  3. Click Upload File or drag and drop
  4. File uploaded and indexed
  5. Agent can now reference it
How Agent Uses Files:
  • Searches content when relevant
  • References data in responses
  • Cites information from files
  • Stays consistent with policies
Use Cases:
  • Service agreements (standard terms)
  • Rate cards (pricing reference)
  • Brand guidelines (messaging consistency)
  • Project templates (standard deliverables)
  • FAQs (common client questions)
Upload your standard service agreement so Agent can reference terms when creating invoices!

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Linking Google Drive Documents

Drive Integration:
  • Link Google Drive files
  • Agent accesses with your permissions
  • Always up-to-date (links to live document)
  • No upload size limits
To Add Drive Link:
  1. Open business context settings
  2. Click Add Drive Document
  3. Search or paste Drive link
  4. Select document
  5. Link added to context
Benefits Over Upload:
  • Live documents (always current)
  • Collaborative docs (team updates reflected)
  • Larger files (no size limit)
  • Organized in Drive (single source of truth)

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Adding Web URLs

Reference Websites:
  • Link to your website
  • Industry resources
  • Client portals
  • Knowledge bases
  • Pricing pages
To Add URL:
  1. Open business context settings
  2. Find Web References section
  3. Click Add URL
  4. Paste URL
  5. Add description (what it’s for)
  6. Save
Agent Access:
  • Fetches page content
  • References information
  • Stays current with your site
  • Uses for pricing, services, policies
Example URLs:
  • Your services page (for service descriptions)
  • Your pricing page (for rate reference)
  • Industry best practices (for recommendations)
  • Client success stories (for credibility)
Add your website’s services and pricing pages so Agent knows your current offerings!

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Business Insights

Every Agent can analyze your business data to provide insights on demand. These insights appear directly in agent chat responses when you ask questions or trigger a comprehensive analysis. Agent Analyzes Your Data:
  • Revenue patterns
  • Client behavior
  • Payment trends
  • Service performance
  • Growth opportunities
Insight Types:
  • Revenue Insights: Top clients, trending services
  • Risk Insights: Slow payers, overdue invoices
  • Opportunity Insights: Upsell potential, new services
  • Operational Insights: Efficiency improvements
  • Financial Insights: Cash flow, profitability
To Get Insights: Ask Every Agent questions like:
  • “How’s my business doing?”
  • “What are my revenue trends?”
  • “Which clients should I focus on?”
  • “Run a business analysis for me”
  • “Analyze my business performance”
Example Insights: 
"Your top 3 clients generate 60% of revenue. Consider
diversifying client base to reduce risk."

"Average days to payment: 45 days. Your terms are Net 30.
Consider sending earlier reminders or offering early payment
discounts."

"Consulting services have 85% margin vs 40% for implementation.
Consider shifting focus to higher-margin consulting."
Insights are generated on-demand based on your current business data. Trigger analysis when you want fresh insights!

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Customization Tips

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Effective Organization Prompts

Be Specific:
  • ❌ “We’re a consulting firm”
  • ✅ “We’re a healthcare IT consulting firm specializing in EHR implementations for hospitals”
Include Examples: 
Our typical project: 3-month EHR implementation,
$150K-$300K, includes training and go-live support.
Set Tone: 
Communication: Professional medical environment,
HIPAA-compliant language, emphasize data security.
Define Priorities: 
Always prioritize: Data security, compliance, thorough
documentation. Never compromise on security for speed.

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Useful Reference Files

Must-Haves:
  • Standard service agreement
  • Rate card or pricing sheet
  • Scope of work template
  • Brand/messaging guidelines
Nice-to-Haves:
  • Project timeline templates
  • Deliverables checklist
  • Common client FAQs
  • Success stories/case studies

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Strategic URL References

Internal:
  • Services page (offerings)
  • About page (company story)
  • Pricing page (current rates)
  • Blog (thought leadership)
External:
  • Industry standards
  • Compliance guidelines
  • Best practices
  • Technology documentation

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Benefits of Rich Context

Better Responses:
  • Agent understands your business deeply
  • Recommendations aligned with your goals
  • Consistent with your brand
  • Accurate pricing and terms
Time Savings:
  • Less explaining needed
  • Fewer corrections required
  • Faster invoice creation
  • Better first-draft emails
Consistency:
  • Same messaging across all interactions
  • Standard terms and pricing
  • Brand voice maintained
  • Policy compliance
Intelligence:
  • Context-aware insights
  • Relevant recommendations
  • Industry-appropriate suggestions
  • Competitive positioning
Invest 30 minutes in rich context setup. You’ll save hours in the long run!

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Best Practices

Update regularly - Review and update context quarterly or when business changes.
Be comprehensive - More context = better Agent performance. Don’t hold back!
Use live links - Prefer Drive links and URLs over static uploads when possible.
Include examples - Show Agent examples of good invoices, emails, proposals.
Set clear preferences - Tell Agent your preferred communication style, terms, etc.
Review insights - Trigger business analysis regularly for actionable recommendations.

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Troubleshooting

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Agent Not Using Context

Check:
  • Context saved properly
  • Files uploaded successfully
  • Links accessible
  • Prompt not too vague
Solution:
  • Re-save organization prompt
  • Re-upload files
  • Verify link permissions (Drive)
  • Make prompt more specific

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File Upload Failed

Check:
  • File size under 5MB
  • Supported format
  • Internet connection
  • Storage quota
Solution:
  • Compress large files
  • Convert to PDF
  • Use Drive link instead
  • Contact support
Verify:
  • File permissions (shared with your account)
  • Link not expired
  • File not deleted
  • Google Drive integration connected
Solution:
  • Check file sharing settings
  • Reconnect Google Drive
  • Use direct file upload instead

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Next Steps

Chat with Agent

Use Agent with your custom context

Connect Drive

Link Google Drive for file references

Organization Setup

Complete your organization profile
Need help? Contact support at [email protected]