What is Personal Context?
Personal Context (or "About Me") is always included in your coaching sessions, unlike Saved Knowledge which is matched by relevance. This information helps the AI understand who you are and tailor every response accordingly.
Setting Up
Click the Memory button (Brain icon) in the chat header
Select the About Me tab (the second tab)
Click + Add Context to create a new entry
Enter information about yourself
Save changes
The info icon next to the tab explains that this context is always included in your sessions.
What to Include
Role Information
Your job title and responsibilities
Team you're part of
Quota and targets
Experience Level
Years in sales
Industries you've worked in
Deal sizes you typically handle
Current Focus
This quarter's priorities
Skills you're developing
Challenges you're facing
Preferences
Coaching style you prefer
How direct feedback should be
Examples of past successful approaches
Example About Me
I'm a Senior AE at a B2B SaaS company selling to mid-market companies (500-2000 employees). My quota is $1.2M annually. I've been in sales for 6 years, 2 at this company. Current focus: - Improving discovery calls - Multi-threading into accounts - Enterprise expansion deals I prefer direct, actionable coaching with specific examples. Don't sugarcoat feedback. My best skill is relationship building. I need help with technical deep-dives.
How It's Used
Every coaching session:
Your About Me is included in the context
The AI tailors advice to your level and situation
Recommendations match your focus areas
Updating
Review and update your About Me:
Start of each quarter
When your role changes
When priorities shift
After major accomplishments