Skip to main content

Personal Context in elvex

elvex works best when it understands who you are.

What Is Personal Context?

Personal Context is a private, structured document about your role, responsibilities, and priorities that grows over time and helps your agents give you better, more relevant responses.

How Do I Set It Up?

  1. Click on your profile icon in your settings.

  2. Click on the pencil in your personal context and start writing. You will see your Company Context, which your administrators have set up.

Examples of Personal Context

Personal Context can explore multiple areas:

  • Your Role: Things like your title, responsibilities, strategic initiatives, success criteria, institutional knowledge, key cross-functional relationships and common obstacles or tasks.

  • Your working style: Things like your communication preferences, your time zone, your writing style, your learning style, domain knowledge and technical skill level.

  • Your tools: Integrations you've connected to elvex, how you like to use them and what you use them for.

What to add

Why it helps

Your team roster with email addresses

"Email my team" works without you having to specify who that is

Slack channels to monitor for team activity

elvex can check the right channels when you ask what your team is up to

Your role and key responsibilities

Responses are framed around what actually matters to you

Tools you use daily (Slack, Notion, Salesforce, etc.)

elvex knows where to look and which integrations to use

Your communication style preferences

"Write a follow-up email" comes out in your voice, not a generic AI voice

Regular workflows or recurring tasks

"Make me a QBR" can trigger a specific agent built for that purpose

Key stakeholders and their roles

Context for who's involved when you reference a person by name

Time zone and working hours

Scheduling and calendar tasks are accurate without clarification

Current projects you're working on

elvex can connect the dots when you reference project names

How Context Gets Updated

As you have conversations in elvex, the system analyzes each one in the background and extracts new information about you. This includes things you've explicitly mentioned, like your job title, the team you work in, what you're currently working on, or how you prefer to work.

This process happens automatically after a conversation has been idle for 5 minutes. If elvex thinks a conversation contains nothing new, your context stays unchanged.

Controlling How Context Updates Are Applied

You can choose how elvex applies context updates. This setting is available in your My Space configuration, under the Context tab.

There are three options:

  • Automatic — Context updates are applied immediately in the background without any action from you.

  • Get approval — elvex will notify you when it has a suggested context update. You can review the proposed changes and choose to approve or reject them before anything is saved.

  • Manual — elvex will not suggest or apply any automatic context updates. You remain in full control and can update your context yourself at any time.

Reviewing and Approving Context Updates

When you have Get approval selected, a notification will appear at the top of your My Space home screen with an Approve new context button. Clicking it opens the Approve personal context updates panel, where you can:

  • Read a summary of what triggered the update

  • Review the specific changes being proposed (additions are highlighted)

  • Navigate between multiple pending updates using the arrow controls

  • Click Approve to apply the changes, or Reject to discard them

This gives you full visibility into what elvex is learning about you, and lets you keep your context accurate without having to write it yourself.

What Context Gets Captured

elvex organizes your context around two main areas:

  • Your role: title, function, core responsibilities, recurring workflows, and deliverables

  • Your goals: active projects and initiatives, including their status, stakeholders, and scope

Over time, this builds into a structured profile that agents can draw on to understand your context without you having to re-explain it.

How Agents Use Context

At the start of each new conversation, eligible agents automatically retrieve your Personal Context before responding. It's available in the background — you don't need to reference it or paste it in. Agents use it to frame their answers around your actual situation rather than responding generically.

Context and your token window: Because Personal Context is loaded at the start of every conversation, it counts toward your context window from the very first message. A typical Personal Context uses roughly 5–20% of your available window before you've typed anything. This is normal — but if your context has grown large over time, you may notice your window filling up faster than expected. See Managing your Personal Context size below.

Viewing and Editing

You can view your Personal Context at any time by navigating to My Space and clicking the Context tab. Each update is versioned, so you can see the full history of changes, compare versions, and restore an earlier version if needed.

You can also edit your context directly — useful if you want to correct something, remove outdated information, or add something that hasn't come up in conversation yet.

Managing Your Personal Context Size

Because Personal Context can be updated automatically after conversations, it can grow significantly over time — especially if you use elvex frequently. A large Personal Context isn't a problem for response quality, but it does consume more of your context window at the start of each conversation.

Signs your Personal Context may be too large:

  • Your context window shows 15–25%+ usage at the start of a brand new conversation

  • You're hitting "Model context is full" errors earlier than expected in conversations

How to trim it:

  1. Navigate to My Space and click the Context tab

  2. Look for and remove completed or cancelled projects that are no longer active, old role information that no longer applies, and verbose or repetitive entries that could be condensed

You can edit it manually, or ask the AI directly: "Please review my personal context and remove anything that's outdated or no longer relevant. Keep it concise."

Aim to keep your Personal Context focused on your current role and active projects. Think of it as a living document — a periodic review every few weeks keeps it accurate and lean.

What Personal Context Isn't

  • It's not shared with anyone else in your organization; it's private to you.

  • It doesn't restrict what agents can discuss or do; it informs their responses, it doesn't constrain them.

  • It doesn't replace an agent's system prompt or configured instructions; those will always take precedence.

Did this answer your question?