Choose chat context and time range
Choose chat context and time range
Context tells Njord AI what your question is about. The important part is knowing how long each kind of context stays with the conversation.
Image guide: Add to message is open and shows private file upload, account, deal and stakeholder attachment, and the Facts, workspace files and Knowledge choices for the next message.
Where it sits in DOE: Njord AI > Add to message, beside the message box.
Four ways context works
| Kind | What it includes | How long it applies |
|---|---|---|
| Available from the workspace | Permitted DOE data, confirmed Facts, searchable Knowledge, workspace Instructions and general frameworks. | Njord AI can look for relevant information when the task needs it. Availability does not mean every item is used in every answer. |
| Attached to this chat | Accounts, stakeholders or deals. | Remains attached to the chat until you remove it, replace it or start another chat. One attached set uses one kind of item at a time. |
| Used for the next message | Chosen Facts, Knowledge sources, workspace files and private uploads. | Clears after the message is sent or queued. Attach it again when a follow-up must use it. |
| Private context that can continue | Personal Memory and workspace-specific Memory. | Remains private to you until you ask Njord AI to change or forget it. |
Earlier messages in the same chat also shape follow-ups. Start a new chat when the customer or objective changes.
Choose accounts, stakeholders, or deals
- Open Add to message.
- Choose Attach accounts, Attach deals or Attach stakeholders.
- Search or filter the picker.
- Select one item for depth or several items of the same kind for comparison.
- Choose Continue and check the labels above the message box.
Opening Njord AI from an account, stakeholder or deal page can attach that item for you. The item remains the chat focus until it is removed. See Choose what Njord AI should use.
Add context to the next message
Use Choose facts when an approved claim must be used directly. Use Reference knowledge when Njord AI should search a particular source for supporting passages. Use Attach workspace files or Upload files when the answer must read a particular document or image.
These choices apply only to the next message. They do not automatically carry into an ordinary follow-up. See Add files to Njord AI for formats, limits and privacy.
Use signals and shortcuts
A signal opened in Njord AI gives the question a clear starting event. A shortcut can ask you to choose accounts, stakeholders, or deals and a time span before it sends the prepared question.
The guided Njord AI time-span choices are:
| Choice | Period | Best for |
|---|---|---|
| Weekly | Last 7 days | Urgent follow-up and recent movement. |
| Monthly | Last 30 days | Account momentum and current patterns. |
| All time | All available history | Background and long-term comparison. |
For another period, write it in the question, such as "from 1 September to 30 September" or "during the last three months." A date filter on another DOE page is not automatically the Njord AI time-span control.
My data and Workspace data
My data focuses on your work. Workspace uses the wider data you are allowed to see. The item selector follows the current view, so check it when an expected item is missing. When sharing an answer, say whether you used My data or Workspace.
Check before sending
- The attached-chat labels show the right kind of item and the correct selection.
- The next-message labels show the exact Facts, sources or files needed now.
- The time span matches the decision.
- The prompt asks for one clear output.
- The chat does not contain unrelated earlier work.
The labels show what you deliberately selected. They are not a complete list of every permitted source Njord AI may consult.
If the answer uses the wrong context
Remove the wrong label and ask again. If a one-message Fact, source or file is needed for the retry, attach it again. Start a new chat when the existing conversation has the wrong customer, kind of item, or objective.
Useful restart prompt:
"Use only [account, stakeholder, or deal], [source or file], and [period]. Give me [summary, list or next actions]. If information is missing, say what is missing."