Context Manager
Add goals, definitions, business rules, and data notes that help Marve understand your work.
Context Manager stores information Marve should use across Studio conversations. Use it for standing business context, not one-time campaign instructions.
How it works
Context Manager has two main types of context:
| Context type | Use it for |
|---|---|
| Documents | Definitions, schema notes, business rules, exclusions, and data quality notes. |
| Goals | Marketing objectives Marve should consider when answering questions or generating audiences. |
When you start a Studio conversation, Marve can use the context available for the selected dataset group or program. The chat input shows whether documents are included.
Context Manager
|
|-- Documents: definitions and data notes
|
|-- Goals: marketing priorities
|
v
Studio conversation with MarveWhat to add
Start with the context that affects most AI Studio sessions.
| Add this | Example |
|---|---|
| Key datasets | "orders contains one row per completed order." |
| Business definitions | "An active customer logged in or purchased in the last 30 days." |
| Standard exclusions | "Exclude test accounts, internal users, and closed churned accounts from marketing audiences." |
| Data quality notes | "last_login_at is unreliable before January 2025." |
| Campaign rules | "Use email opt-in fields before recommending email audiences." |
What belongs in the prompt
Put task-specific details in the Studio prompt instead of Context Manager.
| Context Manager | Studio prompt |
|---|---|
| Standing definitions | Campaign objective |
| Standard exclusions | Audience criteria for this request |
| Data quality notes | Output format |
| Reusable naming conventions | One-time constraints |
Add a document
- Open Studio.
- Click Context Manager.
- Click the create action.
- Choose the document option.
- Enter a clear title.
- Add the context text.
- Save the document.
Screenshot neededAdd a screenshot of Context Manager showing the Documents and Goals sections.
Add a goal
- Open Studio.
- Click Context Manager.
- Click the create action.
- Choose the goal option.
- Add a short goal name and description.
- Save the goal.
- Confirm the goal is enabled.
First-session setup checklist
For your first AI Studio session, add only the highest-value context:
- Three to five datasets your team uses most often.
- Your definition of an active or engaged customer.
- Standard audience exclusions.
- Known fields Marve should avoid or treat carefully.
A short, accurate context document beats a long document with stale or uncertain rules.
You're all set! Continue to Use AI Studio to start a conversation with Marve.
Updated about 7 hours ago