AI Context
AI Context is Simon AI's persistent memory system. It lets you inject business knowledge into AI conversations so every interaction starts with the right background — without re-explaining your business, data conventions, or brand guidelines each session.
Getting started
- Navigate to AI > AI Context
- Create a new context entry
- Select a category
- Write the context content (markdown supported)
- Optionally scope it to a specific Project
- Save
Context categories
| Category | What to include | Example |
|---|---|---|
| Business context | What your business is, terminology, what your data fields mean | "We're a DTC apparel brand. 'Active customer' means purchased in the last 90 days. 'Loyalist' means 3+ orders lifetime." |
| Query guidance | How to write correct data queries for your organization | "Always exclude test accounts where email contains '@simondata.com'. Use ORDER_TOTAL not REVENUE for purchase value." |
| Project context | Campaign-specific knowledge scoped to a single Project | "This campaign targets lapsed buyers. Exclude customers who purchased in the last 14 days. Brand voice should be casual and playful." |
Business context and query guidance apply organization-wide. Project context only applies when working inside the associated Project.
What AI Context does for you
- Makes outputs immediately relevant. A retail customer's AI knows retail-specific fields and patterns. A travel customer's Content Agent knows destination terminology
- Eliminates repetitive instructions. Instead of telling the AI "don't include test accounts" every session, set it once
- Tunes agent behavior without code changes. Write or edit a context block to change how the AI interprets your data and generates content
How agents use context
All AI capabilities in Simon AI Chat automatically pick up relevant context based on what you're asking:
- Data queries use your query guidance to write correct SQL against your specific data model
- Content generation uses your business context to match tone, terminology, and brand guidelines
- Segment building uses your business context to understand what "high-value" or "at-risk" means for your business
- Working inside a Project adds your project context on top of organization-wide entries
Managing context entries
From the AI Context page you can:
- Search entries by content
- Filter by category or status
- Archive entries you no longer need (archived entries can be restored later)
- Edit existing entries as your business or data model evolves
Availability
AI Context is available to all AI-enabled organizations.
Keep context currentAI Context entries influence every AI conversation in your organization. Review and update them periodically — especially query guidance — as your data model evolves.
Updated about 4 hours ago