Table of contents
AI Context is how you tell WorkSights AI about the people and business it is analyzing. It is a plain-language description that gets infected into every AI process WorkSights runs so the intelligence it produces is grounded in real context rather than raw data alone.
Without AI Context, WorkSights can still see what is happening. With it, WorkSights understands what it means.
How AI Context Works
WorkSights AI operates across three layers of context, each adding a different dimension of understanding.
Account AI Context
Describes the business as a whole — what it does, how it operates, and what matters right now. This context shapes everything WorkSights produces for your organization. Observers analyzing team activity, daily reports landing in an executive’s inbox, and answers to chat questions all factor in this description when interpreting what they find.
User AI Context
Describes an individual and their current focus, working style, responsibilities, and anything that helps the AI interpret their activity accurately. This matters most when someone’s situation differs from the default: a part-time contractor, a team member covering multiple roles, or someone whose work spans functions that don’t map neatly to a single category.
Category AI Context
Describes a job function — what people in that role are trying to achieve and what good performance looks like for them. This is maintained at the platform level and shapes how Observers evaluate activity across sales, engineering, customer success, and other functions.
All three layers work together. When WorkSights generates a finding or a report, it draws on account context for the big picture, category context for functional relevance, and user context for individual accuracy.
Where to Set AI Context
Account AI Context is set in Account Details, in the AI Context field in the Overview tab. It is editable by Admins, Executives, and the account owner.
User AI Context is set in two places. Users can set their own from their Personal Settings page. Managers can set it for the people who report to them. Executives can set it for anyone in the account. It lives in the AI Context field in the Overview tab of each user’s profile.
Both fields use the same inline editor. Click to edit, save when done. Each entry shows who last updated it and when, so you always know how current the context is.
What to Write
AI Context works best when it reads like a briefing note rather than a job description. Write it the way you would describe the business or person to a smart analyst who is new to the account and about to start working with you.
For an account, include what the business does, the current strategic priorities, how the team is structured, and anything that would help an analyst interpret activity data in the right light. A few sentences is enough to start. You can refine it as priorities change.
For a user, include their current focus, their working arrangement if it differs from the norm, and any context that would help the AI avoid misreading their activity pattern. Think about what you would tell a new manager before their first one-on-one with this person.
Why It Matters
WorkSights AI is as good as the context it has. The same pattern of activity can mean very different things depending on who the person is, what the business is doing, and what the role demands. AI Context is how you close that gap.
Setting it well and keeping it current is the single most impactful thing you can do to improve the quality of the Insights, reports, and conversations WorkSights produces for your organization.
Who Can Edit AI Context
Account AI Context — Admins, Executives, Account Owner
User AI Context — The user themselves, their managers, Executives
Related Guides
Insights — how AI Context shapes Observer findings
Daily Reports — how AI Context shapes your morning briefing
Personal Settings — where to set your own AI Context
Account Details — where to set account-level AI Context
Insights Settings — configuring the Observers that use this context