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Context Manager

Manage the business context Sona uses across your content and insights: review the five context files, edit answers, add context, and manage the sources it comes from.

Overview

Context Manager is where you manage the business context Sona uses across your content and insights: who you are, what you sell, who you compete with, who you write for, and where you are headed. That context lives in five context files, each built from questions and answers, and it comes from sources you add, such as files and web pages. Use it to check how complete your context is, correct any answer, and control which sources Sona learns from.

Getting to Context Manager

Context Manager lives under Data in the left sidebar. To open it:

  1. In the left sidebar, click Data. If the sidebar is collapsed to icons, click the toggle at the top of the sidebar to expand it, or hover over an icon to see its label.

  2. Click Context Manager.

The page has two parts: Context files at the top and Sources below.

Context files

If your organization has more than one brand, use the brand selector above the cards to choose whose context you are looking at. Each brand has five context files, shown as cards:

  • Company: who you are and how you talk about yourself, with groups such as Identity, Messaging, Rules, and Setup Details.

  • Offerings: what you sell, with groups such as What You Sell, Links, and Your Data and Rules.

  • Competitor: who you compete with and how you compare, with groups such as Who You Compete With and How We Compare.

  • Audience: who you write for, with groups such as Readers and Objections.

  • Strategy: where the business is headed, with groups such as Plan and Priorities.

Each card shows:

  • Status badge: how complete the context file is, for example Good.

  • Questions answered: how many of the file's questions have an answer, for example 21 of 21 questions answered.

  • Last updated: when anything in the file last changed.

Viewing and editing answers

Click a card to open that context file in a side panel. Questions are grouped into sections, and each group shows how many of its questions are answered. Click a group to expand it.

Each answer shows a Source line underneath, telling you where it came from and when, for example Typed by you. Groups such as Added by you, Added from sources, and Synced from AI Visibility appear when answers come from those places.

To change an answer:

  1. Click the pencil icon next to the answer.

  2. Edit the text.

  3. Under Update settings, leave Also update published articles checked to update articles that already use this answer, or uncheck it to apply the change only from now on.

  4. Under Recheck, choose When the source changes to recheck the answer as soon as a linked source is updated, or Every N days to recheck on a schedule.

  5. Click Save, or Cancel to discard your changes.

Adding context

Two buttons at the top of the side panel let you add more to a context file.

  • Add context: choose Type it in to write an answer or add a question yourself, Upload files to add a document Sona can read, or Web address to add a page Sona can read.

  • Templates: add a ready-made set of questions for your industry: Commercial roofing, B2B SaaS, E-commerce, Professional services, Healthcare practice, or Home services. Each template shows how many questions it adds.

Sources

The Sources table lists every file and web address your context comes from.

  • Name: the file name or web address.

  • Context file: which context files the source feeds.

  • Type: File or Web address.

  • Status: Read if Sona read the source, or Could not read if it couldn't.

  • Added: the date the source was added.

  • Items found: how many answers Sona found in the source.

Use Search by name or address and the All context files, All types, and All statuses filters to narrow the list. Click the arrows next to a column name to sort by it.

Adding a source

  1. Click Add source.

  2. Under Context files, check the context files this source should be used for. You can pick more than one.

  3. Under Upload files, drag in a file or browse for one. You can add PDF, DOCX, or TXT files up to 10 MB, one file at a time. Or, under Web address, enter a page address and click Add.

  4. Click Add source.

Deleting a source

Check the box next to one or more sources, then click Delete. The button shows how many sources are selected. When you delete a source, you choose whether to keep or delete the answers it provided.

FAQs

What files can I upload?

PDF, DOCX, or TXT files up to 10 MB each, one file at a time.

Can one source feed more than one context file?

Yes. When you add a source, check every context file it should be used for.

What happens to my answers if I delete a source?

You decide. When you delete a source, you can keep the answers it provided or delete them along with it.

Will editing an answer change content that's already published?

Only if Also update published articles is checked when you save. Uncheck it to apply the change to new content only.

What does "Could not read" mean?

Sona couldn't read that file or web address, so no answers came from it. Check that the file opens and the page is publicly reachable, then add it again.

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