Workspace
Settings
Email digest preferences, alert subscriptions, and AI context for the assistant.
Add a note
Tell the assistant what matters
Org notes apply to everyone in this tenant. Personal notes only show up when you ask the AI.
Personal notes
Your notes
Only injected when you're the viewer — into your dashboard synopsis and your /ask chat. Not used in call briefs or rep recommendations (those are shared across viewers). 0 of 20.
Nothing personal yet
Add a note above to tell the assistant what matters to you.
Org guidance
Tenant-wide context
Visible to every LLM response across the tenant. 0 of 20.
No org guidance yet
Add a note above and choose Org-wide to set workspace context.