Business Context

Business Context is information you provide about your business that helps the AI give you better, more personalized insights.

Why Business Context Matters

Without context, the AI can only tell you what happened:

"Your CPA increased to $63."

With context, the AI understands why it matters and what to do:

"Your CPA increased to $63, which is 26% above your $50 target. The 'General Keywords' campaign is driving this up. Consider pausing low-performing keywords or tightening your audience targeting."

Types of Context

Business Profile

Basic information about the business:

• Company name: Full business name
• Industry: What type of business (e-commerce, services, B2B, etc.)
• Target audience: Who are the ideal customers
• Key products/services: What the business sells
• Geographic focus: Where customers are located

Goals & Targets

What success looks like:

• Target CPA: Maximum acceptable cost per conversion
• Target ROAS: Desired return on ad spend
• Monthly budget: Total ad spend budget
• Conversion goals: What actions matter most (purchases, leads, calls)

Custom Context

Anything else the AI should know:

• Seasonal patterns (busy/slow months)
• Recent changes (new products, promotions)
• Competitive landscape
• Budget constraints
• Business priorities

Adding Business Profile

1. Go to Settings in the sidebar
2. Click the "Business Profile" tab
3. Fill in the form fields:
   • Company Name
   • Account Name (how you want to refer to this client)
   • Country
   • Email
4. Click "Save Profile"

Company Logo (Optional)

Upload a logo to personalize the client's profile. This helps you visually identify clients quickly.

Adding Custom Context

1. Go to any client's dashboard
2. Click the "Context" tab
3. Type your context information in the text box
4. Click "Add Context Entry"

What to Include in Context

Good context examples:

• "Target CPA is $50. Anything above that is unprofitable."
• "Summer months (June-August) are our busiest season."
• "We sell premium skincare products to women aged 30-55."
• "Brand awareness campaigns should prioritize reach over conversions."
• "We're running a 20% off promotion this month."

Avoid vague context:

• "Do better" (not actionable)
• "We want more sales" (everyone does - be specific about targets)
• "Fix the ads" (the AI needs context, not commands)

Editing Context

Business Profile

Go to Settings > Business Profile and update any field, then click "Save Profile."

Custom Context Entries

On the Context tab:

• Edit: Click the edit icon (pencil) next to any entry
• Delete: Click the trash icon to remove outdated context

How AI Uses Context

The AI references your context when:

• Answering questions in AI Chat
• Generating Smart Alerts (alerts consider your targets)
• Analyzing performance (compares actual vs your goals)
• Making recommendations (suggestions aligned with your business)

Context Privacy

Your context is:

• ✅ Only visible to you and your team
• ✅ Never shared with other users
• ✅ Used only to personalize your AI experience
• ✅ Stored securely in your account

Best Practices

Update regularly: Add context when business goals or strategies change.

Be specific: Include actual numbers (target CPA, budget limits) rather than vague goals.

Include seasonal info: Tell the AI about busy/slow periods so it understands patterns.

Mention recent changes: If you launched a new product or changed strategy, add it to context.

Don't overthink it: Start with basic info and add more over time as needed.

Examples of Great Context

E-commerce business:

"We sell outdoor camping gear online. Target CPA is $35. Peak season is April-September. Average order value is $120. We focus on customers aged 25-45 who enjoy hiking and camping."

Local service business:

"We're a plumbing service in Austin, TX. Target CPA is $75 per lead. We only serve customers within 30 miles. Most calls come during business hours Mon-Fri. Emergency services have higher margins."

B2B SaaS business:

"We sell project management software to small businesses. Target CPA for trial sign-ups is $45. Sales cycle is 30-60 days. We focus on construction and consulting firms with 10-50 employees."