How it works

Your team builds the context. Your choice of AI uses it.

The people who know what your data means are the ones who define it — in an easy-to-use app, not in code.

What's in the full context

Data, semantics, and process.

An agent needs more than your records. It needs the knowledge that isn't in any field, and it needs to know how your team does the work. ContextWorks manages these three aspects of the context, with semantic instructions throughout.

Entities

The records

Curated fields, rollups over child records, filtered related lists, the parent record, and computed signals — assembled in real time.

Briefs

The business knowledge

How you segment, what a stage means, your brand voice, what your policies are. The business knowledge that isn't in the data, but is critical understanding and guidance.

Skills

How the work gets done

The steps and processes your teams follow every day, so agents and AI tools can effectively collaborate and perform their tasks.

Instructions, across all three

Instructions provide the judgment your team applies without thinking: what a value means, when it matters, and how it may be used. They attach per field, per entity, and per domain — so the same field can read one way in a pipeline view and another in a renewals view.

Who writes them, and how

Example Field Instruction

“Health score below 60 warrants outreach. Sourced from the customer success platform, refreshed nightly — internal only, never quote to a customer.”

Building your context layer

An easy-to-use app for business users — not a job for developers.

The people who know the data and meaning best are the ones to build the context. ContextWorks helps you get started, and once it is live the app shows how your context is being used and performing.

01

Build your entities

Entity definitions start with your page layouts, and you choose which fields to keep, to remove, and to document with instructions. Rollups over child records, filtered related lists, and computed signals get added the same way.
02

Add briefs and skills

Briefs are the business knowledge that is outside the data — how you segment, what a stage means, your brand voice. Skills are how your team does the work, so every agent does it the same way.
03

Preview with real records

See exactly what an agent will receive, rendered from records that you choose.
04

Define self-contained domains

A domain is a self-contained lens: the set of entities, briefs and skills specific to a team or an agent. It allows Finance and Sales to look at the same records in the ways that are most relevant for their roles.
05

Deploy to your AI tools and agents

Pick where the domain is delivered — Agentforce, an MCP client, Prompt Builder, Flow, Apex. Adding another later is a connection, not a rebuild.