3.1 · Review your context

Open the Context tab and you're looking at the shared source of truth for your brand: what you do, who you serve, how your content is organized, and how you sound. Agents drew all of it from your site, your materials, and market research, and they draw on it for every piece of work they do.

Which is exactly why your review matters: research can only find what's public, and you know things research can't. Every calibration you make here is an insider truth agents will honor over their own findings, on every article after.

This guide walks the review in the order that pays off fastest: foundation documents, then personas, then competitors, then taxonomy.

The Context area at a glance

The review, in order

Read the four foundation documents

Start in Foundation. Each document shows a Ready or Empty status, and each is fully editable. Read them the way you'd read a new hire's summary of your company after their first week: mostly right, wrong in ways only you can catch.

Look hardest for the confident-but-wrong claim: a product described by its old positioning, a market you've exited, a differentiator you'd never lead with. Fix those directly in the document. If a document misses the mark broadly, its menu has a Regenerate option that rewrites it from scratch, and you can steer the rewrite with a note.

Sharpen the personas

Personas steer the writing: the agent drafts for the personas you pick, and each draft gets a per-persona read at the article stage. Check that these are your actual buyers: right titles, right pains, right vocabulary. Edit any field directly, use Add Persona for anyone missing, and use Regenerate on a persona that's off (it rewrites the full profile in about a minute, and you can steer it).

True up the competitors

The competitor list becomes the baseline your gaps get measured against, so it needs to match your real market. Drop rivals that don't matter (archive them, restore later if needed), use Add Manually for the one research missed, or hit Research New to have an agent sweep your market for names not on the list. Each competitor page carries authority, traffic, and content data; Enrich pulls fresh numbers when you need them.

Skim the taxonomy

Taxonomy is the vocabulary everything gets classified with: categories like client segment or product line, and the values inside them. Rename anything that doesn't match how you think, since these labels show up in filters everywhere. Each category can regenerate its values from scratch if a whole dimension is off.

How much calibrating is enough?

You're done when a skeptical teammate could read the foundation docs and not wince, the personas are your real buyers, and the competitor list matches your real market. Perfection isn't the bar: agents keep enriching context over time, and you can edit any of this whenever. But the claims that would embarrass you in a published article need to die here, because this is what articles are written from.

Common questions

Do my edits actually change anything? Yes, structurally. Context documents are inputs to every agent, so a calibrated Company Overview changes how opportunities get scored, how drafts get framed, and what claims articles make. The next guide covers how edits propagate.

What's AI Viz. Segments, and why can't I edit it? It's the set of market segments where your AI visibility gets tracked, and it's curated and tuned for you. If a segment looks wrong, use the support link on that page to request a change.