We're going to teach the AI to understand your company’s value proposition and the context of each identity, so it can generate more personalized messages.
📍 Where to set it up?
Genesys > AI Playbook > AI Context
🏢 1. Enter your Company Information
➤ Tab: Company Information
Fill in the Website and LinkedIn URL fields
The AI will use these URLs to gather public information about your company.Click
Fill with AI
Wait a few seconds while the AI auto-fills the available fields.Review and edit the generated content
Make sure the information is accurate. Add or adjust anything as needed.
🧩 What kind of data does the AI look for?
Section | Description |
Company Information | Name, industry, number of employees, short description |
Products & Services | Overview of your products and value proposition |
Ideal Customer Profile | Description of your target customers |
Competitors | List of main competitors to understand your positioning |
Testimonials | Customer quotes or success stories |
FAQs | Frequently asked questions about your company and offerings |
💡 You can add more entries in each section using the + Add another button.
👤 2. Enter your Personal Information
➤ Tab: Personal Information
Select an identity from the available list.
If the LinkedIn account hasn’t been connected yet, paste your LinkedIn URL and click
Fill with AI.The AI will generate a profile based on your public LinkedIn data.
Review and update the information to ensure it reflects your role and tone accurately.
🔁 Repeat this process for every identity you plan to use for messaging or campaigns.
✅ Final Outcome
Once completed, the AI will have the necessary context about your company and team identities, enabling it to generate smarter, more personalized outreach.