How to add Context Instructions
- Open Knowledge (find it in the sidebar under Configure)
- Click Context Instructions at the bottom of the Data Sources section
- Type context in the text field (up to 1,500 characters)
- Click Save Instructions
What to know
- 1,500 character limit - Keep it focused and clear
- Applies to all sources - Works alongside PDFs, websites, and social content
- Can be updated anytime - Update context as needed
Best practices
Use Context Instructions to add:- Specialization or niche focus
- Industry or market
- Key background not in other sources
- Important context about approach
- Details that help qualify conversations
Managing Context Instructions
To edit, click Context Instructions again and update the text. Changes save automatically when clicking Save Instructions.\