Deal Context
Limited Access: Sales Agents is currently available to select customers only. To get access, reach out to [email protected].
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:
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
Navigate to a deal's detail page and open the Agent tab.
Click Generate Context.
A progress indicator shows the current step (e.g., "Starting…", "Fetching deal data…").
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
Click the Upload button in the context panel.
Select Text mode.
Paste your content (call transcripts, meeting notes, prospect conversations, or other deal-relevant information).
A title is auto-generated based on the content. You can edit it.
Click Upload.
Uploading Images
Click the Upload button in the context panel.
Select Image mode.
Drag and drop an image or click to browse your filesystem.
Supported formats: PNG and JPEG only.
The system extracts text from the image (OCR) and auto-generates a title.
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.
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