Build

Build the full context.

Curate the data entities, generate and author the briefs and skills.

What it is

An app, not a project.

An entity is a curated view of one object: the fields worth sending, rollups, filtered related lists, the parent record, signals from your own code. It starts from the object's page layout, so you edit a draft rather than fill a blank canvas.

Instructions attach per field, per entity, and per domain — so the same Amount field can read one way in a pipeline view and another in a renewals view.

Briefs and skills are built the same way: the knowledge that is in no field, and the steps your team follows. Or point the ContextWorks Admin Agent at a document you already have and it drafts them for you.

See what it produces
ContextWorks · Build

Opportunity 360

Active

A deal as RevWorks sees it. Reach for this when judging whether a deal is healthy, stuck, or about to slip.

Core record

Opportunity

The same object, at the depth the question needs.

List 6fields
Standard 15fields
Detailed 15fields

Enrichment

4
Deal Health scored
Sales Process status
Stage Progression trend
Activity Timeline recent

Computed on the way out. None of it is stored on the record.

Referenced object

Account embedded at standard level

Related objects

2
Products OpportunityLineItem 25 rows max
Contacts & Roles OpportunityContactRole 10 rows max

The two lists that matter, capped — not the whole tree.

Metrics

1
Open Tasks count of Tasks IsClosed = false

Counted in the query. The agent gets one number, not every task.

Building an entity: the curated field set at three depths, rollups and metrics, enrichments from your own code, and the related records that travel with it.

Studio · Entities — Opportunity 360

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Studio · Entities — Opportunity 360
What it provides

Easy-to-use tools to build and maintain your context layer.

Point and click

Entities, instructions, filters, domains. No code, and it starts from the Salesforce setup you already have.

Reusable libraries

Metrics, formulas, filters and enrichments defined once, then used on any entity that needs them.

ContextWorks Admin Agent

Point it at a document and it drafts the briefs and skills inside. It composes; you review and activate.

See ContextWorks in action.

A short walkthrough of how context gets built, what an agent receives, and how it reaches the tools your team already uses.

Schedule a demo

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