Summary
Organisation Context gives KnowledgeFlow shared background about your organisation: who you are, where you are based, how written answers should sound, the rules to follow, key contacts and other core information. The assistant draws on it when your question touches one of those areas, so answers use your organisation’s language and point to the right people instead of sounding generic.
Your organisation decides who looks after it. That is usually your KnowledgeFlow Champions or your administrators. Everyone else benefits from it automatically. There is nothing to switch on.
Use Case
Scenario
A member of staff asks who to contact about a building repair at one of your sites. Instead of a general answer, the assistant names the right team and contact details from your Organisation Context, and writes in your organisation’s house style.
Benefits
- Answers fit your organisation. They use your terminology, your sites and your contacts.
- A consistent voice. Letters, emails and documents follow the tone and rules your organisation has set.
- Less repetition. Nobody needs to explain the basics about your organisation in every conversation.
- Kept in one place. One person updates it, and everyone gets the change.
What goes into Organisation Context
The wizard asks seven questions. Each one has suggested text to help you fill it in.
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- What is your organisation called?
- Tell us about your organisation. Who you are, what you do and who you serve. Write it the way you would explain it to a new member of staff.
- Where are you based? Your offices, sites or regions. Include addresses if people might ask for them.
- How should written answers sound? The tone and style you want for letters, emails and documents, and anything to always or never do.
- What are the dos and don’ts? Rules the assistant must respect: things it should always do, and things it must never say or suggest.
- Who are the key contacts? The people or teams staff might need, one per line, with role, email and phone where relevant.
- Any other core information? Opening hours, key services, important processes, key dates: anything the assistant should know to give accurate answers.
Set it up or change it (Champions and administrators)
- Open your settings and select Organisation. This opens the Organisation Context wizard.
- Fill in the seven sections, listed below.
- Select Generate Summary. KnowledgeFlow combines your answers into one short document.
- Select Save organisation context.
Tip: you can go back to the wizard at any time to make changes, for example when a contact leaves or a site moves.
Walkthrough
Get a more specific answer
- Start a chat with any assistant. Ask your question in plain language.
- Name the thing you mean: the team, site, service or internal term.
- The assistant draws on Organisation Context when your question relates to something it covers, such as a contact, a site or an internal term.
- If the answer is too broad, ask a follow-up using your organisation’s own wording.
- Check that the answer gives you something you can act on, such as a name, a route or a next step.
Tip: a question that mentions a topic directly, such as “who handles complaints at our north site?”, gets a more targeted answer than “who should I contact?”.
If answers feel generic
- The detail you need may not be in your Organisation Context yet.
- Tell whoever looks after it in your organisation, usually your Champions or administrators, what the assistant should have known.
Tip: Organisation Context and My Memories work together. Organisation Context holds what is true for everyone in your organisation. My Memories holds what is true for you, such as your role or your preferred format.
Notes
- Organisation Context is always available to the assistant. It draws on it when your question relates to one of the seven areas, not in every answer.
- Your organisation decides who looks after it. Not every organisation has Champions, so it may be your administrators. Leading AI agrees this with your organisation’s main contact.
- The Organisation option appears in settings only for the people Leading AI has given access to. Most staff never see it. They benefit from it in chat.
- It makes answers more relevant, but they can still be wrong or incomplete. Check important details through your usual routes.
- Decisions with real consequences still need a person to review them, however well the answer fits your organisation.