Catalog

Where every agent starts.

One index of what's available and what it means, so the AI tools your team already uses give better answers from your Salesforce data.

What it is

A published table of contents.

The catalog is published per domain. An agent reads it first to know what is available: every entity, brief and skill that domain allows, each with descriptions, instructions and details.

From there it decides where to dig in — which entity to load and at what depth, which briefs contain the background, which skill fits the task. The index also says how: how to load entities, what filters are available, what to fetch before aggregating.

A purpose-built agent gets a narrow set. A conversational tool gets a broad one.

How definitions get written
ContextWorks · Catalog Explorer

Domain

RevWorks Sales

The index

what every agent sees first

Entities (6)

  • Account 360
  • Campaign 360
  • Contact 360
  • Lead 360
  • Opportunity 360
  • User 360

Briefs (1)

  • RevWorks Sales Methodology

Skills (1)

  • Pipeline Review

The index every agent sees first

~937 tokens
Formatted Markdown JSON

ContextWorks Catalog — revworks_sales domain

Sales context as RevWorks curates it: deals with Deal Health, methodology status and progression, plus accounts, people and campaigns through their default views.

Entity
Object
Description
account_360
Account
A company and the state of the relationship: who owns it, the people at it, its open and won business.
contact_360
Contact
A person: their role, how to reach them, the account they belong to, and what they have been involved in.
revworks_opportunity
Opportunity
A deal as RevWorks sees it: the standard fields, plus Deal Health, methodology status and stage progression.

Three of six entities shown. Briefs and skills follow in the same index.

The index for one domain, exactly as an agent receives it — every entity, brief and skill it may use, with a description of each.

Catalog Explorer — the index an agent reads first

Catalog Explorer — the index an agent reads first
What it provides

The agent's instruction manual for your data.

Domain specific

Each agent sees only the context in its own domain. Nothing outside that domain is available to it.

Markdown or JSON

The agent asks for the format it needs. Markdown or JSON changes how the context is laid out, not what it contains.

From table of contents, to all the details

The index lists what exists. From it, an agent loads the entity at the level of detail it needs, the briefs that explain it, and the skill for the task at hand.

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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