AI Context Explained

Context is the information AI uses to understand your business and provide relevant recommendations. The more context AI has - business goals, target audience, optimization history - the better its insights become. This guide explains what context is, what data AI accesses, and how to improve it.

What You'll Learn

Time needed: 10 minutes to read

What Is Context?

Definition: All information AI can access to understand your business, campaigns, and goals

Why it matters:

Example:

Without context:

AI: "Your CPA is $50. That's higher than average."

With context (AI knows your target CPA is $45):

AI: "Your CPA is $50, which is 11% above your target of $45.
This gap is costing approximately $280/month in efficiency
losses. I recommend improving Quality Score on your top
5 keywords to bring CPA back to target."

[Screenshot: Context data sources diagram] AI synthesizes data from 12 different sources

The 12 Data Sources

1. Campaign Performance Data

What AI sees:

Data freshness: Last Smart Sync (shown in chat)

How AI uses it:

2. Ad Group & Keyword Data

What AI sees:

How AI uses it:

3. Ad Copy & Creative

What AI sees:

How AI uses it:

4. Conversion Tracking

What AI sees:

How AI uses it:

5. Geographic Data

What AI sees:

How AI uses it:

6. Device & Time Data

What AI sees:

How AI uses it:

7. Budget Tracking

What AI sees:

How AI uses it:

8. Active AI Alerts

What AI sees:

How AI uses it:

9. Business Profile ⭐

What AI sees (if you fill it out):

How AI uses it:

Critical: This is the most important context source

10. Optimization History

What AI sees:

How AI uses it:

11. Custom Context Entries

What AI sees (if you add custom notes):

Examples:

"Client is rebranding next month - don't recommend
major campaign restructures until after rebrand"

"Target audience is enterprise, not SMB - filter
recommendations accordingly"

"Client prefers manual bidding - don't suggest
automation"

How AI uses it:

12. Website Analysis (During Onboarding)

What AI sees (one-time during client setup):

How AI uses it:

How Context Improves Recommendations

Example 1: CPA Evaluation

Without Business Profile:

Your question: "Is my CPA of $42 good?"

AI: "A CPA of $42 is moderate. Industry average varies
by vertical. You should compare to your specific goals."

(Generic answer - not helpful)

With Business Profile (target CPA: $35):

Your question: "Is my CPA of $42 good?"

AI: "Your CPA of $42 is 20% above your target of $35.
This represents approximately $420/month in lost efficiency.

To bring CPA down to target, I recommend:
1. Improve Quality Score (currently 5.2, should be 7+)
2. Add 12 negative keywords I identified
3. Pause 3 underperforming ad groups

These changes should reduce CPA by ~18%, bringing you
to $34.40."

(Specific, actionable, quantified)

Example 2: Budget Recommendations

Without Monthly Budget Context:

AI: "You could increase budget to capture more traffic."

(Vague, may not be feasible)

With Monthly Budget ($5,000/month specified):

AI: "You're currently spending $3,800 of your $5,000
monthly budget (76% utilization). This leaves $1,200
on the table.

I recommend reallocating this $1,200 to:
- Brand Campaign: +$800 (budget-limited, high ROI)
- Non-Brand Campaign: +$400 (room for expansion)

Expected result: +35 conversions/month without exceeding
your total budget."

(Specific, respects constraints, quantified impact)

Example 3: Strategic Alignment

Without Industry Context:

AI: "Consider expanding to Shopping campaigns."

(May not apply to your business)

With Industry (Professional Services / B2B):

AI: "Given your professional services B2B business model,
Shopping campaigns are not applicable (you don't sell
physical products).

Instead, I recommend:
1. LinkedIn Ads for B2B targeting
2. Remarketing to nurture leads through long sales cycle
3. Thought leadership content campaigns

These align better with B2B service sales."

(Industry-appropriate, strategic)

Business Profile: The Most Important Context

Why It Matters

Business Profile unlocks:

ROI of 10 minutes to fill out:

Key Business Profile Fields

Target CPA (critical):

Without: AI can't judge if $50 CPA is good or bad
With: AI knows if you're above/below target

Monthly Budget (critical):

Without: AI might suggest $10K/month strategies
With: AI respects your $2K/month reality

Business Goals (important):

Without: AI optimizes for clicks
With: AI optimizes for your actual goals (leads, sales, calls)

Target Audience (important):

Without: AI suggests broad targeting
With: AI recommends audience-aligned strategies

Industry (helpful):

Without: AI gives generic advice
With: AI provides industry best practices

Optimization History: AI Learning

How It Works

Every change you make is tracked:

Oct 1: Increased Brand Campaign budget $100→$150
Result: +22 conversions, CPA stayed same ($42→$41)
AI learns: Budget increases work for this client

Oct 8: Tried Display Campaign
Result: 5 conversions, $95 CPA (vs $42 average)
AI learns: Display doesn't work for this client

Oct 15: Added 15 negative keywords
Result: CTR +12%, wasted spend -$280/month
AI learns: Negative keywords are high-impact here

Future recommendations improve:

AI won't suggest: Display campaigns (learned it failed)
AI will suggest: More negative keyword reviews (learned it works)
AI will suggest: Budget increases (learned they're effective)

Accept/Decline Feedback Loop

When you accept alerts:

When you decline alerts:

Over time: AI becomes personalized to your preferences

Custom Context Entries

What They Are

Free-text notes you can add about client-specific considerations

Examples:

Strategic constraints:

"Client is switching from products to services next quarter.
Don't recommend Shopping campaigns."

Special targeting:

"Focus on enterprise buyers ($1M+ company size).
Avoid small business targeting."

Temporary situations:

"Website is being redesigned Oct 15-25.
Pause conversion tracking alerts during this period."

Budget context:

"Budget will 3x in Q4 for holiday season.
Plan expansion strategies now."

Preference notes:

"Client prefers manual bidding for control.
Don't suggest automated strategies."

When to Use Custom Context

Use when:

Don't use for:

Context Privacy & Security

What Is Private

Your data stays in your account:

Your accept/decline feedback:

What AI Cannot See

Completely private:

External data:

Improving AI Context

Fill Out Business Profile (10 minutes)

Highest impact action:

  1. Go to Client Details → Settings
  2. Fill out business profile fields
  3. Save

Immediate benefit: Next AI conversation 3-5x better

Add Custom Context (5 minutes)

For unique situations:

  1. Go to Client Details → Context tab
  2. Add custom context entry
  3. Describe special considerations

Example:

Title: "Seasonal Budget Strategy"
Note: "Client doubles budget Nov-Dec for holiday season.
Any expansion recommendations should account for this."

Keep Optimizations Documented

Track what you do:

Regular Data Syncs

Fresh data = better context:

Common Questions

Q: Can AI see my other clients in per-client chat? A: No. Per-client chat is sandboxed to that client only. Global chat can discuss all clients.

Q: Does filling out Business Profile cost anything? A: No. It's included and highly recommended for better AI.

Q: Can I delete or edit custom context? A: Yes. Go to Context tab, edit or delete any entry anytime.

Q: How often should I update Business Profile? A: When goals change (new target CPA, budget increase, strategy shift).

Q: Does AI remember conversations forever? A: Conversations auto-summarize after 10 messages. Full history kept for 90 days.

Q: Can I export my context data? A: Business Profile and custom context can be exported as part of client data export.

Troubleshooting

Problem: AI gives generic recommendations

Cause: Missing Business Profile

Solution:

  1. Fill out Business Profile (especially target CPA, budget, goals)
  2. Wait for next conversation
  3. AI will immediately use new context

Problem: AI suggests things that don't apply

Cause: Missing industry or business type context

Solution:

  1. Update Business Profile with industry
  2. Add custom context note explaining business model
  3. Example: "B2B SaaS, not e-commerce - don't suggest Shopping"

Problem: AI recommends things you already tried

Cause: Optimization history not captured

Solution:

Next Steps

Maximize AI effectiveness with these guides:

Fill out Business Profile now for immediate improvement

Add custom context for unique situations

Keep context updated as business evolves

Last Updated: October 4, 2025