Curated Business Context
Curated Business Context is a short, automatic summary of the most useful business facts for you — things like how the business operates, current priorities, important constraints, and preferred wording — so Intelligence can start oriented on relevant work.
It is compiled for your user account in the active business, only from material you are already allowed to see:
- Company Docs you can open today (business, shared, or your private Docs)
- Your private Intelligence memories
It is not a single shared summary that every team member receives the same way. What you get in context follows your Docs access.
What it is not
- A replacement for searching or reading full Docs pages when you need detail
- A way for AI to change who can see a Doc or to turn private notes into company-wide knowledge
- Something that appears on every casual greeting — only relevant Intelligence work turns use it (for example page, search, and specialist work). Ordinary chat greetings do not.
How it stays private and accurate
- Access control stays with Docs and product rules. AI may summarise text you can already read; it does not decide visibility or change sharing settings.
- Each fact keeps a link to its source (which Doc or memory, and a version marker) so context can be refreshed when sources change.
- When a Doc is edited, archived, or you lose folder access — or when your private memories change — your curated context is invalidated and rebuilt automatically from what you can still read.
How it works with Docs
| Curated Business Context | Full Docs | |
|---|---|---|
| Purpose | Compact orientation for relevant work turns | Durable pages, SOPs, briefs |
| How you use it | Automatic on eligible Intelligence turns | Attach a folder/Doc, or ask Intelligence to search |
| Depth | Short summary of high-value facts | Full page content on demand |
If curated context is missing or does not answer the question, Intelligence should still search authorised Docs rather than guess.
What you should still do
- Keep reusable knowledge in Docs with the right visibility (private, shared, or business).
- Attach the relevant Doc or folder before asking for drafts or rewrites when you care about a specific page.
- Ask Intelligence to search company Docs when you need specifics.
- Manage personal memories and rules in Intelligence Settings as you do today.
Related pages
- Intelligence — how chat, Autopilot, and context work
- Docs — company knowledge base
- AI Credits — what consumes credits (background maintenance is not charged)
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