Skip to main content
Settings → Context is the organisation-wide briefing for agents. Open it from the Agents section in Settings. Organisation admins and superadmins can edit it. There are three tabs: Business, Data, and Events.

Business

A single free-form note: company, markets, business model, and anything else agents should know. Saved on the organisation record. On each Data Analyst agent (Agent Builder → Context), turn on Include organization context to append this note to the agent’s prompt. Additional instructions on that same card are per-agent only.

Data

Shared notes about how to use warehouse tables — gotchas, standard filters, joins. Include the table name in the note where it matters (for example report_channels__performance — always exclude test campaigns). These sit alongside table and column descriptions in your connectors and semantic layer. Keep them aligned with the models each agent is allowed to use on Data Access.

Events

Time-bounded facts from your warehouse context events table (mapped in Data mapping). Interact lists them here; it does not edit the warehouse rows. Events also appear as markers on marketing charts. On each Data Analyst agent, turn on Include business events so the agent can treat known campaigns or downtime as context instead of unexplained spikes.
Map the context events table under Settings → Data mapping before this tab will show rows.