# Deal Context

> **Limited Access:** Sales Agents is currently available to select customers only. To get access, reach out to <bugra@hockeystack.com>.

### Overview

Deal Context is the AI's knowledge base for each deal. When you generate context, the system gathers all available information about a deal — CRM data, call recordings, email threads, meeting history, and stakeholder details — and organizes it into a persistent memory that powers the deal agent and task generation.

### What Gets Collected

When context is generated for a deal, the AI ingests:

| Data Source         | What's Included                                                        |
| ------------------- | ---------------------------------------------------------------------- |
| **CRM Data**        | Deal properties, company profile, historical deals, contacts           |
| **Call Recordings** | Gong call transcripts, call metadata, and participant details          |
| **Email Activity**  | Email thread summaries and conversation history                        |
| **Meetings**        | CRM meeting events with status (scheduled, occurred, recorded)         |
| **Stakeholders**    | Contact profiles enriched with external data (title, role, background) |

This context is stored persistently, so the AI retains knowledge across sessions and interactions.

### How to Generate Context

1. Navigate to a deal's detail page and open the **Agent** tab.
2. Click **Generate Context**.
3. A progress indicator shows the current step (e.g., "Starting…", "Fetching deal data…").
4. Once complete, the toolbar updates to show "AI Context Ready."

#### Regenerating Context

If new data has been added to the deal (new calls, emails, or meetings), click **Regenerate** to refresh the AI's knowledge. This replaces the existing context with an updated version.

### Uploading Additional Context

You can supplement the AI's knowledge by uploading your own documents or images.

#### Uploading Text

1. Click the **Upload** button in the context panel.
2. Select **Text** mode.
3. Paste your content (call transcripts, meeting notes, prospect conversations, or other deal-relevant information).
4. A title is auto-generated based on the content. You can edit it.
5. Click **Upload**.

#### Uploading Images

1. Click the **Upload** button in the context panel.
2. Select **Image** mode.
3. Drag and drop an image or click to browse your filesystem.
4. Supported formats: **PNG** and **JPEG** only.
5. The system extracts text from the image (OCR) and auto-generates a title.
6. Review the extracted text and title, then click **Upload**.

Uploaded files appear in the context list panel on the right side. You can view or delete them at any time.

### How Context Powers Other Features

* **Deal Agent Chat**: The agent uses context to answer questions about the deal with full awareness of its history and stakeholders.
* **Task Generation**: The AI analyzes context to recommend next steps. Without context, task generation is unavailable.
* **Background Sync**: Context is periodically refreshed in the background to stay current with new activity.

### Constraints

* Context must be generated before task generation or chat features are available.
* Image uploads support **PNG and JPEG only**. Other formats are rejected.

### FAQ

**Q: How long does context generation take?** A: It depends on the amount of data available for the deal. Deals with many calls, emails, and contacts take longer. You can monitor progress in the toolbar.

**Q: Can I cancel context generation?** A: Yes. Click the **Cancel** button that appears in the toolbar while generation is in progress.

**Q: What happens when I regenerate context?** A: The AI refreshes all data sources and rebuilds its knowledge base for the deal. Uploaded custom documents are preserved.

**Q: Why does the AI need context before I can generate tasks?** A: Task generation relies on understanding the deal's current state — who the stakeholders are, what conversations have happened, and where the deal stands. Without this context, the AI cannot make informed recommendations.

**Q: Is context shared across team members?** A: Yes. Context is stored per deal, not per user. Any team member with access to the deal sees the same AI context.

**Q: What triggers a background context refresh?** A: New activity on the deal (calls, emails, meetings synced from your CRM) can trigger automatic context updates.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.hockeystack.com/revenue-agents/deal-context.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.