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Save business context for AI, and the ICP Generator

Create reusable pieces of business context in Settings, and start the ICP Generator that asks about your ideal customer.

Written by Umer Ishaq

AI context holds information about your business that you can reuse across tables.

Where do I find it?

Open Settings, then AI context. The page says: "Contexts are pieces of information about your business that can be reused across different tables." With none saved it says "No contexts found. Create one to get started." The two buttons are Add Context and ICP Generator.

The AI context page with the text about reusable contexts, the Add Context button, the ICP Generator button and the message No contexts found.

How do I add a context by hand?

  1. Click Add Context. A window called Add New Knowledge Piece opens ("Create reusable business context for your tables.").

  2. Under Manual Entry, fill in Title, Icon (URL or Emoji) and Context (Markdown).

  3. Click Create Context.

At the top is also Generate business context with AI.

The Add New Knowledge Piece window with the text Create reusable business context for your tables, two tabs (Generate business context with AI and Manual Entry), empty Title, Icon (URL or Emoji) and Context (Markdown) fields and a greyed Create Context button. The Manual Entry tab is outlined in red.

What is the ICP Generator?

Click ICP Generator. It is a four-step flow. Step 1, "Tell us about your ideal customer", says "Add a website and/or a short ICP description." You fill in Your Website URL and, optionally, ICP Description, then click Next. Cancel leaves the flow.

Step 1 of 4 of the ICP Generator, with a progress bar, the title Tell us about your ideal customer, the line Add a website and/or a short ICP description, a Your Website URL box showing loopster.ai, an optional ICP Description box with placeholder text, and Cancel and Next buttons. The Your Website URL box is outlined in red.

Where is a context used?

The Score Prospect tool asks for an ICP Context and says "ICP context is required" until you pick one.

The Score Prospect tool panel, headed Rate a row against your ICP. It has an ICP Context menu showing Select a context, a Prospect Data box with tagged columns, a Number of Tiers slider set to 3 with the chips Tier 1, Tier 2, Tier 3 and Not a fit, a Single Select Options list, a message saying ICP context is required, and a price of about $0.0036 per row at the bottom. The ICP Context menu is outlined in red.

Good to know

  • A context is available to your whole workspace.

  • Write what you would tell a new teammate about who you sell to.

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