> ## Documentation Index
> Fetch the complete documentation index at: https://agents-docs.hockeystack.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Context

> Deal Context is the AI's knowledge base for each deal. When you generate context, the system gathers all available information about a deal — CRM data, call ...

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## Overview

Deal Context is the AI's knowledge base for each deal. When you generate context, the system gathers all available information about a deal — CRM data, call recordings, email threads, meeting history, and stakeholder details — and organizes it into a persistent memory that powers the deal agent and task generation.

## What Gets Collected

When context is generated for a deal, the AI ingests:

| Data Source         | What's Included                                                        |
| ------------------- | ---------------------------------------------------------------------- |
| **CRM Data**        | Deal properties, company profile, historical deals, contacts           |
| **Call Recordings** | Gong call transcripts, call metadata, and participant details          |
| **Email Activity**  | Email thread summaries and conversation history                        |
| **Meetings**        | CRM meeting events with status (scheduled, occurred, recorded)         |
| **Stakeholders**    | Contact profiles enriched with external data (title, role, background) |

This context is stored persistently, so the AI retains knowledge across sessions and interactions.

## How to Generate Context

1. Navigate to a deal's detail page and open the **Agent** tab.
2. Click **Generate Context**.
3. A progress indicator shows the current step (e.g., "Starting…", "Fetching deal data…").
4. Once complete, the toolbar updates to show "AI Context Ready."

### Regenerating Context

If new data has been added to the deal (new calls, emails, or meetings), click **Regenerate** to refresh the AI's knowledge. This replaces the existing context with an updated version.

## Uploading Additional Context

You can supplement the AI's knowledge by uploading your own documents or images.

### Uploading Text

1. Click the **Upload** button in the context panel.
2. Select **Text** mode.
3. Paste your content (call transcripts, meeting notes, prospect conversations, or other deal-relevant information).
4. A title is auto-generated based on the content. You can edit it.
5. Click **Upload**.

### Uploading Images

1. Click the **Upload** button in the context panel.
2. Select **Image** mode.
3. Drag and drop an image or click to browse your filesystem.
4. Supported formats: **PNG** and **JPEG** only.
5. The system extracts text from the image (OCR) and auto-generates a title.
6. Review the extracted text and title, then click **Upload**.

Uploaded files appear in the context list panel on the right side. You can view or delete them at any time.

## How Context Powers Other Features

* **Deal Agent Chat**: The agent uses context to answer questions about the deal with full awareness of its history and stakeholders.
* **Task Generation**: The AI analyzes context to recommend next steps. Without context, task generation is unavailable.
* **Background Sync**: Context is periodically refreshed in the background to stay current with new activity.

## Constraints

* Context must be generated before task generation or chat features are available.
* Image uploads support **PNG and JPEG only**. Other formats are rejected.

## FAQ

<AccordionGroup>
  <Accordion title={"How long does context generation take?"}>
    It depends on the amount of data available for the deal. Deals with many calls, emails, and contacts take longer. You can monitor progress in the toolbar.
  </Accordion>

  <Accordion title={"Can I cancel context generation?"}>
    Yes. Click the **Cancel** button that appears in the toolbar while generation is in progress.
  </Accordion>

  <Accordion title={"What happens when I regenerate context?"}>
    The AI refreshes all data sources and rebuilds its knowledge base for the deal. Uploaded custom documents are preserved.
  </Accordion>

  <Accordion title={"Why does the AI need context before I can generate tasks?"}>
    Task generation relies on understanding the deal's current state — who the stakeholders are, what conversations have happened, and where the deal stands. Without this context, the AI cannot make informed recommendations.
  </Accordion>

  <Accordion title={"Is context shared across team members?"}>
    Yes. Context is stored per deal, not per user. Any team member with access to the deal sees the same AI context.
  </Accordion>

  <Accordion title={"What triggers a background context refresh?"}>
    New activity on the deal (calls, emails, meetings synced from your CRM) can trigger automatic context updates.
  </Accordion>
</AccordionGroup>