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Organization Context lets you provide custom instructions that are included in every AI prompt across your Realm workspace. Navigate to Settings > Organization settings.

How it works

The text you enter here is automatically prepended to all AI interactions (chat, agents, and RFP fills). Use it to give the AI background about your company, preferred tone, terminology, or any standing instructions. Answers can cite your context as a source named Organization Context. The source also holds the generated context when you include it in prompts. All users who see an answer that cites it can open its full text. Use it for facts that are true for every bid. Write the facts of one bid in the custom instructions of that RFP instead. For example:
  • Company name, industry, and key products
  • Preferred writing style or tone
  • Terms or acronyms specific to your organization
  • Instructions like “Always respond in British English”

Auto-generated context

Realm automatically generates organization context based on public data sources. This is shown as Realm-generated context below Your context. Use the Include in prompts toggle to control whether it is included alongside your own context.
Review the generated context and use it as a starting point for writing your own.

Editing Context

Click Edit on Your context to write or modify your organization context. Click Save to apply. The new context takes effect immediately for all users. Click Cancel to discard unsaved changes.
Organization context applies to all users and all AI interactions in your workspace. Keep it concise and relevant, as overly long context can reduce AI response quality.