Load the business context

Both products

What you'll achieve

The agents can run: the base context is complete.

Before you start

• Agent name, company name and description, audience, tone and allowed topics, agreed with the client.
• Permissions workspace.viewSettings and agentSettings.manageContexto.

Step by step

1. Open Settings → Context.
2. In Agent context, fill in Agent name, Company name, Company description, Target audience and Brand voice.
3. Define the Allowed topics (comma-separated) and the Default deflection message.
4. Order the Disambiguation policy and, if you want, write the Disambiguation criteria (optional) and the Sale processing (optional).
5. Click Save changes.

Working on the context outside the app

Download exports the context as Markdown so you can review it with the client. Import loads it back into the form (it does not save: review it and click Save changes).

How to verify

• The The agent context is incomplete notice disappears.
• In the assistant, Agent context shows as ready.
• New prospection does not show AI agent context incomplete.

If something goes wrong

If it says there are no enabled verticals, Growtek has to enable at least one for the workspace. Details of every field in Context.