Organization context

Organization context is a short description of your company that the Assistant keeps in mind for everyone in the workspace. You set it in the Organization context section of the workspace Agent tab. Only owners and admins can generate or save it.

Generate the context from your website

1. Click Account at the bottom of the sidebar, choose Settings, then select Agent.
2. Check Company name. It starts with the workspace name.
3. Enter your website in Company website, for example https://www.example.com.
4. Click Generate context.

Qubit reads the page at that address and writes a short summary of the company. It then drafts the organization context from the company name, the website, and that summary. The summary appears under Company summary, and the draft appears in Agent instructions.

The generated text is saved as soon as it is ready. Read it, correct anything that is wrong, and click Save Changes to keep your edits.

If you leave Company website empty, Qubit drafts a short context from the company name alone.

Regenerate the context

After the first generation, the button changes to Regenerate. Regenerating reads the website again and replaces the text in Agent instructions, including any edits you made. Qubit asks you to confirm before it does this.

You can generate once a minute. If you try again sooner, Qubit asks you to wait a moment.

Write the context yourself

You do not need a website. Type the context into Agent instructions and click Save Changes. A few sentences are enough:

• What the company does and who its customers are.
• The main market or region it operates in.
• The terms your team uses, for example "a branch is one store location".

Context added during personal setup

If the workspace does not have a company website or summary yet, the company details that a member enters while setting up their personal agent are used to fill in the workspace context. Owners and admins can review and edit the result in the Agent tab.