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Provide context to enhance the Sales Research Agent

You can enhance the relevance and usefulness of the content generated by the Sales Research Agent by adding context and instructions. The agent applies this information to your prompts automatically, so that you don't have to repeat it every time.

You can provide two types of context in natural business language:

  • General context: Includes information that’s relevant regardless of the topic the agent researches. This includes information about your role, industry, fiscal year, and currency. For example, you can add your organization's fiscal year start, so that the agent can map language in prompts like “Q1” or “this fiscal year” to the correct time period.

  • Business function: (Optional) Provides the agent with a role, context, and instructions that are relevant only for specific use cases. For example, create one business function to reflect how your org approaches market research and a separate business function for win/loss analysis. You can select which business function to use when researching a business question.

    It's not mandatory to create a business function. We recommend that you try the Sales Research Agent first without creating the business function. After this, you can create a business function if you find you have the following needs:

    • You have a need to define custom fields or logic.
    • You want more control over how data is displayed or interpreted.
    • You want to apply your own business knowledge to how insights are generated and presented, again with a specific use case in mind.

Set the general context for the agent

  1. In the Sales Hub site map, go to My Work > Sales Research Agent.
    The Sales Research Agent page opens with the predefined business functions, such as Pipeline Exploration and Sales Operation.

  2. Select the Manage your context icon ( ) at the top-right corner of the page.
    Screenshot of the Manage your context icon and the context settings.

  3. Select the Your general context tab, specify the following information:

    • Enter the context information covering your role, industry, fiscal year, and currency. This information helps the agent better understand your business and your role, and tailor the insights to be more relevant to you.

    • In the Acronyms and data dictionary section, add definitions for acronyms or column headings for data used by your organization in the context. For example, if your organization uses "ARR" to refer to "Annual Recurring Revenue," you can add that definition here. When the acronyms are used in prompts or present in your uploaded data or data sources, the agent can correctly interpret their meaning and return better results.

    • To permanently delete the general context information at any time, select Delete all at the bottom of the page.

Create a business function for the agent

To create, validate, and share reusable business functions for Sales Research Agent, use Business Function Builder to generate and refine schema-aware guidance from your use case description. For more information, see Create and share business functions with Business Function Builder.

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