Deep Context Vault Premium

Give your AI advisors persistent knowledge about your business with team-shared and personal documents.

What Is the Deep Context Vault?

Upload company documents — business plans, financial statements, SOPs, org charts — and your AI advisors will reference them during every debate. This means more informed, company-specific recommendations without re-explaining your business each time.

Document Scopes

Documents have two visibility scopes that control who can use them in sessions:

Team Documents (Org-Scoped)

Visible to all team members in their sessions
Only the admin can upload or change scope to team-shared
Ideal for company-wide context: SOPs, org charts, strategy decks
Labeled with a "Team" badge in the document list

Personal Documents (Member-Scoped)

Visible only to the uploader in their sessions
Any team member can upload personal documents
Ideal for role-specific context: department budgets, project briefs
Labeled with a "Personal" badge in the document list

Cross-Org Isolation Documents are strictly isolated to your organization. No other organization can read, access, or reference your documents. This is enforced at the database level.

How to Upload

Navigate to Documents in the sidebar.
Tap "Upload" in the top-right corner and select a file.
Admins will be prompted to choose visibility: Entire Team or Only Me.
Members upload directly as personal documents.
Text is extracted automatically and the document appears in your list.

Managing Documents

Active / Off Toggle

Each document has an Active / Off toggle. When active, the document's content is included as context in your AI sessions. Turn it off to keep the document stored without feeding it to advisors.

Changing Scope (Admin Only)

Admins can change a document's scope at any time:

On a personal document, tap the share icon to promote it to team-shared
On a team document, tap the lock icon to make it private

Deleting Documents

Admins can delete any document (team or personal)
Members can only delete their own personal documents

What AI Sees in Sessions

When a team member starts a session, the AI advisors receive:

All active team-shared documents (uploaded by admin, shared with everyone)
The member's own active personal documents
Other members' personal documents are never included

Supported File Types

.txt — Plain text
.csv — Spreadsheet data
.md — Markdown
.json — Structured data
.pdf — PDF documents (text-based)
.docx — Microsoft Word

Limits

Maximum 10 documents per organization (across all scopes)
Maximum 50,000 characters per document (longer files are truncated)
Available on Premium plan only
Documents persist across sessions until removed

Best Documents to Upload Business plans, annual budgets, organizational charts, standard operating procedures, and competitive analyses make the biggest impact on advice quality. For team-shared context, upload documents that apply to everyone. For personal context, upload role-specific materials.