Giving Lightfield context about your business

Giving Lightfield context about your business ensures your whole team gets consistent, personalized insights and messaging across every customer interaction.

When you share details such as your product offering, target customers, and messaging style, Lightfield uses that knowledge to shape summaries, follow-ups, and insights that mirror your company’s tone and priorities.

This guide will help you:

• Add company knowledge to give Lightfield the right context

• Understand how that context improves recommendations and actions

• Keep your information up to date as your business evolves

Add company knowledge

Go to Settings → Knowledge to add company knowledge and start giving Lightfield context about your business.

Here are examples of what you can include:

• Company overview: what your business does, who you sell to, and your value proposition

• Products or services: short summaries of what you offer

• ICP: industries, company sizes, or roles you typically target

• Competitors and differentiators: how you stand out

• Pricing or tiers: optional, for more precise follow-ups

• Templates: email templates, or questions and topics you want surfaced in meeting prep and summaries

How Lightfield uses your business context

Once saved, this knowledge becomes part of how Lightfield reasons about your accounts, meetings, and outreach.

It’s automatically injected into:

• Meeting prep and summaries - contextually aware of your product and customer type

• Chat responses and follow-ups - phrased in your tone and aligned with your ICP

• Agent analyses - e.g., opportunity insights, competitive mentions, or account research

Keep your context up to date

As your company grows, update this information anytime under Settings → Knowledge.

Changes apply instantly across all Lightfield features - meeting summaries, follow-ups, and AI recommendations, and to everyone in your workspace.

Common Questions