Give your agents business context
Run one prompt in the AI tool that already knows your business, and hand the resulting Business Context Profile to every AI employee you hire.
Overview
Every agent works better when it knows the business it works for: what you sell, who your customers are, which tools you use, what the owner cares about this quarter, and what it must never do without asking.
You've probably already explained most of this — to ChatGPT, Claude, Gemini, or whichever AI you use day to day. The prompt below asks that tool to turn everything it knows about you into a structured Business Context Profile. Generate it once, then give it to each agent in Opereo.
What you get
One document, eleven sections, that any new AI employee can read on day one — the same briefing you'd give a human hire, without writing it from scratch.
Step 1: Generate the profile
Open the AI tool that has the most history with you and your business — a ChatGPT account with memory on, a Claude project, a Gemini workspace.
Paste the prompt below and send it.
Read the result. Correct anything wrong, fill in what it marked Unknown if you can, and cut anything you don't want an agent to know.
Save it as a text or Markdown file — for example business-context.md.
Review before you paste. The tool may recall things you'd rather keep out — personal details, a customer's private situation, credentials, salaries. Remove anything sensitive. Agents treat whatever they're given as fact.
The prompt
Copy this exactly. It's Opereo's own Business Context Extraction Prompt.
Based on everything you know about me and my business from our previous conversations, create a structured Business Context Profile that I can give to a team of AI employees.
Your goal is to give those employees enough context to understand how the business works, what matters, and how they should operate.
Do not invent anything. If something is unclear or unknown, write "Unknown".
Organize the profile into these sections:
# 1. Company Overview
- Business name
- What the business does
- Industry / niche
- Business model
- Main products and services
- Typical pricing or deal size, if known
- Target customers
- Main markets / geographies
# 2. Owner & Team
- Owner / founder
- Owner's role
- Key team members
- Each person's role and responsibilities
- Important external partners or contractors
- Who makes which types of decisions
# 3. Current Priorities
- Main business goals
- Top priorities for the next 30–90 days
- Important current projects or initiatives
- Current bottlenecks or problems
- Important KPIs or numbers the business cares about
# 4. Sales
- How leads are generated
- Sales process
- Typical customer journey
- Main offers sold
- Common objections
- Follow-up process
- Important sales rules or preferences
# 5. Client / Customer Delivery
- What happens after someone buys
- Onboarding process
- Delivery process
- Recurring client responsibilities
- Common client requests
- Common delivery problems or bottlenecks
# 6. Recurring Operations
- Recurring daily tasks
- Recurring weekly tasks
- Recurring monthly tasks
- Important workflows
- Tasks the owner repeats frequently
- Tasks the team repeats frequently
- Areas where work often gets delayed or forgotten
# 7. Tools & Systems
- Communication tools
- Email provider
- Calendar
- CRM
- Project management
- File storage
- Marketing tools
- Sales tools
- Finance / accounting tools
- Other important software
# 8. Communication & Working Style
- Preferred communication style
- How detailed responses should be
- Tone preferences
- How the owner likes information presented
- How the owner makes decisions
- Any recurring preferences you have learned
# 9. AI Employee Opportunities
Based only on what you know, identify the 5–10 jobs or recurring responsibilities that would be most useful for an AI employee to help with.
For each, include:
- Job / responsibility
- Why it matters
- How frequently it occurs
- What information or tools it would likely need
# 10. Rules & Approval Boundaries
- Things an AI employee can safely handle
- Things that should require owner approval
- Things an AI employee should never do without explicit approval
- Sensitive information or actions that require extra care
# 11. Important Business Context
Include any other facts, relationships, preferences, historical context, or recurring situations that would help an AI employee operate effectively.
Keep the profile factual, structured, and concise enough to be used as persistent business context.If your AI tool has little history with you, it will answer Unknown a lot. That's fine — fill the gaps yourself, or let each agent interview you instead (see the method in Use cases). Section 9 is a good shortlist of which agents to hire first.
Step 2: Give it to your agents
Opereo gives you two places to put it. Use both.
As a file, for every agent in the department
Open Files in the sidebar and upload business-context.md.
Whenever you start an important conversation — especially the brainstorm when you set up a new agent — attach the file with the paperclip and say "Read the attached Business Context Profile first."
Agents only see a file when it's attached to a message, so this is a deliberate handoff rather than a permanent setting. It keeps one copy for the whole department; update the file and every agent gets the new version next time you attach it.
In the identity, for what must always apply
The identity is read before every task, in every channel, with nothing attached. Paste the parts of the profile that should always be in force:
- Section 1 (Company Overview) — a short version, so the agent always knows whose business it's in.
- Section 8 (Communication & Working Style) — how you like things said.
- Section 10 (Rules & Approval Boundaries) — what it may handle, what needs your approval, what it must never do.
Leave the longer, changing sections (priorities, tools, operations) in the file, where they're easy to update.
Each agent's identity should still say what its job is. The profile tells it about the business; the role brief tells it about the role.
Keep it fresh
Priorities change every quarter. Re-run the prompt, or edit the file by hand, whenever something significant changes — a new offer, a new tool, a new rule. Then re-attach it in your agents' next conversations and update the identity sections you copied.