Company context

Company context is the standing briefing you give Pér. It says what your business steers by, what it is working toward, the rules it operates under, and what your own words mean when they appear in your data. You write it once, and Pér reads it in every session.

It is the difference between an agent that knows your data and one that also knows your business. Pér can see that a segment’s revenue fell; only your company context tells it whether that segment is one you are deliberately winding down. This is the Understand stage of the customer decision loop, and company context is one of the three things that make up the rules Pér works inside, along with must-follow memories and the approval boundary.

What goes in it

Four kinds of thing are worth writing down: what you measure, what you are trying to do, the rules you work under, and what your terms mean.

Pér can already read your data, so there is no need to restate that information. Instead, it is useful to state what the data means. The useful material for company context is the part that lives in people’s heads rather than in a table.

A tenant with nothing written yet starts from a template with four sections:

  • North-star metrics — the handful of measures your business is actually run on, and how you define each one. Two companies rarely mean the same thing by “active customer”.

  • Business priorities — what you are trying to achieve, and over what horizon.

  • Operating rules — the standing “always” and “never” that any recommendation has to respect.

  • Glossary — your own terms, your tiers, your channel names, and anything in your data whose meaning is not obvious from its name.

Important

Leave current numbers out. Pér reads those live, and a figure written here is out of date the moment it changes. Goals and targets are worth stating, because those are things you have chosen rather than things Pér can look up.

The template is a starting point, not a form. You can add sections, remove them or rearrange them, and nothing is checked against a schema when you save.

Company context is one document per tenant, shared by everyone in it, and there is no separate permission for it — anyone who can reach Pér can read and edit it.

How Pér uses it

Company context goes into every session, and Pér treats company context as reference rather than instruction.

What this means:

  • Every session. Company context is part of what Pér reads before answering you in conversation, and part of what it reads before working out a fresh set of recommendations. You do not have to repeat it, and you do not have to trigger anything for an edit to take hold.

  • Reference, not orders. Company context is material Pér works from. An instruction written into it does not become a rule Pér obeys, and it cannot relax the approval boundary or reach anything Pér is not allowed to reach. See Your company context and memories.

Context Pér reads from Amperity

If your tenant already set up context in Amperity, Pér reads that too, and this page shows it to you.

Plenty of tenants wrote their business context for the AI Assistant in Amperity before Pér existed. None of that has to be written again, and knowing it is already in play saves you duplicating or contradicting it.

Below your own company context, the page shows two things from Amperity, read-only:

  • Company context documents — the context documents configured in your Amperity tenant.

  • The AI Assistant system prompt in Amperity — the standing instructions your tenant gave the AI Assistant. Amperity’s own documentation calls this the custom prompt.

Pér reads both alongside the company context you write here. This page does not replace them, and it cannot edit them — both are edited in Amperity.

Note

The panel appears only when Pér can reach Amperity for your session. A tenant with no context documents, or no AI Assistant system prompt, is told so rather than shown an empty box.

Adding documents Pér should read

The page can also take whole files. These go to Amperity, not into the document above.

The upload control sits beside your company context, but it does not fill it in. Each file you upload becomes a separate Amperity context document, and shows up in the read-only panel below rather than in the text you are editing.

The limits:

  • Ten files at a time, at most.

  • 1 MB per file, and the text Pér extracts from each file must be no larger than 64 KiB.

  • ``.txt``, ``.md``, ``.pdf`` and ``.docx`` only. A file that is too large, or of a format that is not supported, is refused by name.

Note

Uploading is not all-or-nothing. Files are created one at a time, so if one fails, the ones already created stay created. Check the panel below before uploading the batch again.

Editing it

Company context belongs to the tenant, so editing it is something more than one person does.

With a document everyone shares, it is likely that two people will eventually open it at once. The page takes this into account.

  • It records who saved it last, and when.

  • If the page sees a newer saved version while you have an unsaved draft, it asks you to choose. You can keep your draft or take the saved version. The page may not notice another person’s save before you click Save.

  • Edits are recorded in the Activity log.

You do not have to write it yourself:

  • Pér can propose an edit, which arrives as a write confirmation showing what the document would become. Nothing changes until you approve it.

  • The Build company context skill works out what your tenant already has, interviews you about the rest, shows you the finished document, and publishes it through that same confirmation.

Working with company context

To write your company context

  1. Open Settings and choose Company context.

  2. Edit the document. A tenant with nothing written yet starts from the template.

  3. Click Save.

If the page shows a conflict, choose Keep draft to carry on with your version, or Use latest to load the saved one. Saving a kept draft replaces the latest saved version.

To add documents Pér should read

  1. Open Settings and choose Company context.

  2. Click Upload documents to Amperity and pick the files.

They appear under From Amperity, not in the document above.

To have Pér draft your company context

  1. Start the Build company context skill in a conversation.

  2. Answer what Pér asks about your business.

  3. Read the document it proposes, and approve it.