AI

The AI settings page is where you manage the context, voice, and connections available to Conversion AI. It has two tabs: Every member can edit the Overview tab. Text fields save automatically as you type.

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Context

The Context section is your workspace’s Universal Business Context (UBC): the stable background knowledge Conversion AI uses to understand your company, products, and operating rules. UBC is loaded at the start of every Conversion AI chat. (It isn’t applied over the MCP server, where an external client is the model.) It does not replace your live workspace data (contacts, emails, workflows, and so on). Instead, it gives Conversion AI the business-level facts and guardrails it needs before it starts looking things up or building assets. UBC has three parts:

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Description

Provide a brief overview of what your business does and who your business serves, such as product names and descriptions. Think of this as the elevator pitch Conversion AI reads before every conversation. Good things to include:

• What your company does and the problem you solve
• Who your primary customers or audience are (industry, company size, persona)
• Your main products, plans, or service lines
• Current priorities or positioning (for example, a product launch, a shift upmarket, or a seasonal focus)

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Instructions

Provide instructions for Conversion AI to reference when working on behalf of your business, such as naming conventions. This is the right place for rules that apply across many tasks:

• Naming conventions: how campaigns, audiences, emails, or tokens should be titled
• Terminology: preferred product names, abbreviations, and words to avoid
• Compliance and legal: disclaimers, regulated-industry constraints, or claims you must not make
• Formatting defaults: date formats, currency, how to refer to regions or segments
• Scope boundaries: topics Conversion AI should not invent content about, or areas where it should ask before proceeding

Instructions are not a substitute for a one-off chat request. Use them for policies you want enforced consistently, not for task-specific details that change every week.

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Documents

Upload documents for Conversion AI to reference in order to better understand your products, services, and operation. Add files by dragging and dropping them onto the upload area, selecting them with the file picker, or clicking Paste text to turn copied text into a .txt document. Supported file types are PDF (pdf), Word (doc, docx), Excel (xls, xlsx), PowerPoint (ppt, pptx), plain text and Markdown (txt, md, markdown), CSV (csv), and images (png, jpg, jpeg, gif, webp, svg, bmp). Each file can be up to 100 MB. Conversion AI treats uploaded documents as long-lived reference material.

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Good practices for UBC

UBC works best when you treat it like a shared brief for a new teammate: enough background to be useful, kept current, and scoped to things Conversion AI cannot infer from your workspace data alone. Do

• Write the Description in plain language your whole marketing team would agree with
• Use Instructions for repeatable rules (naming, tone guardrails, compliance) rather than one-off campaign briefs
• Upload stable reference docs: product overviews, ICP definitions, approved messaging, style guides
• Keep product and plan names consistent with what appears in your emails, forms, and campaigns
• Review UBC after major positioning, product, or compliance changes

Avoid

• Pasting transient campaign briefs or launch checklists that will be stale in a month. Attach those to the relevant chat instead
• Duplicating information Conversion AI can already fetch (contact counts, audience definitions, email copy) via tool calls
• Putting personal preferences in workspace Instructions. Those belong in your Profile settings
• Uploading huge files when a short pasted excerpt would do; Conversion AI reads documents on demand, but focused content is easier to maintain

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Brand voice

Supply samples to tailor the voice of Conversion AI around your business. Description and Instructions tell Conversion AI what your business is and how to operate in your workspace. Brand voice samples show Conversion AI how you sound when you write. Together they shape both accuracy and tone when Conversion AI drafts emails, forms, and other copy.

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Writing samples

Provide examples of existing content Conversion AI can mimic: sent emails, landing pages, blog posts, nurture sequences, and similar marketing copy. Add files by dragging and dropping them onto the upload area, selecting them with the file picker, or using Paste text. The same file types and 100 MB limit apply as for Documents. Conversion AI reads these samples when it needs to mirror your tone, structure, and phrasing. A few strong, representative examples usually work better than a large archive of mixed-quality content.