Configuring Settings, Integrations, and Workspace Context

This article will walk you through:

1. How to set up integrations so that your AI agents can access external tools or systems.
2. How to configure and manage your workspace context.
3. Best practices for preparing that context so your agents can find and use the most relevant information.

1. Setting Up Integrations

DoubleO integrates with popular services (like CRM platforms, Google Workspace tools, communication apps, etc.) to let your agents fetch or send data seamlessly. Follow these steps to add a new integration:

1. Go to the “Settings” tab in your DoubleO workspace.
2. Select “Integrations.”
3. Click “Add a Connection.” A list of available integrations will appear.
4. Choose the integration you want, then log in using the OAuth login process.
   • Example: If you select “Google Drive,” sign in with your Google account when prompted.
5. When prompted, grant DoubleO the permissions to access that integration.
6. Once the integration is connected, confirm it appears in your “Integrations” list.

When your integration is active, your AI agents will be able to use that tool as a “skill” within workflows. For instance, if you connect Google Calendar, you can add a “Google Calendar” skill to an agent so it can schedule events or read upcoming meetings.

2. Configuring Workspace Context

Your workspace context is a library of knowledge your agents can refer to when carrying out tasks. It might include company policies, product documentation, brand messages, or other key references.

How to Add or Update Workspace Context

1. Go to “Settings.”
2. Click on “Workspace Context.”
3. Choose “Add New Context.”
4. Provide a descriptive name (e.g., “Company Brand Guidelines” or “FAQ Documents”).
5. In the “Purpose” field, give the AI agent a short explanation of how and when to use this context.
   • For example: “Use this context whenever drafting emails or marketing copy so that the tone and style align with brand standards.”
6. Upload files, add direct text, or add web links.
   • Example: Upload a PDF containing best-practice guidelines, or paste text describing your company’s offering. You can also provide links to specific pages if they are online references.
7. Click “Save” to confirm your context addition.

You can repeat these steps any time you want to add new categories of knowledge or update existing context.

3. Best Practices for Configuring Context

Following a few key guidelines will ensure your AI agents use context more effectively:

1. Keep It Targeted and Concise
   • Summarize large documents. Instead of a 100-page PDF, create a short (1–2 page) condensed version that highlights the most critical points.
   • Agents handle smaller, more focused context more accurately, leading to better outputs.
2. Categorize by Topic
   • Group your context items around topics or functions.
   • Example: “Help Documentation,” “Brand Messaging,” “Common Customer Needs,” “Competitor Research.”
   • This makes it easier to toggle specific context items on or off for a workflow.
3. Give Clear “Purpose” Instructions
   • In the “Purpose” field, say when the agent should reference that context.
   • Example: “Use this context for drafting marketing web copy so we maintain brand voice and legally required disclaimers.”
4. Use Accessible Formats
   • Keep context in easily readable formats like PDFs or short text references.
   • Avoid overly complex or technical formatting unless it’s critical for the agent’s tasks.
5. Regularly Update and Clean Up
   • Remove outdated documents or links that no longer serve a purpose.
   • Keep your critical guidelines updated so your agents refer to the latest instructions.

Example Scenario

Suppose you’re creating a workflow to generate follow-up emails after a sales call. Your context might include:
• “Sales Email Template”: The text template for standard follow-ups.
• “Company Brand Guidelines”: Requirements for greeting, tone, disclaimers, and sign-offs.
• “Competitor Info”: Summaries of common competitors.

Here’s how you’d use it:

1. In “Workspace Context,” toggle on “Sales Email Template,” “Brand Guidelines,” and “Competitor Info.”
2. In the agent’s additional instructions, mention something like, “Use the brand guidelines and sales email template whenever drafting the follow-up email.”
3. Since you have competitor information uploaded, the agent can reference that context automatically if the competitor is mentioned in your CRM record.

Final Tips

• Always confirm that your integrations appear under “Settings” → “Integrations” with the correct permission scopes.
• Use short, direct context instructions so your agents apply the correct information at the right time.
• Don’t hesitate to create multiple smaller context files rather than one huge file.
• If you have questions or concerns, contact DoubleO Support at support@00.ai.

This guide should help you quickly set up integrations, configure your workspace context, and follow best practices to keep that context relevant and effective. By curating high-quality material and toggling on only what you need for each workflow, you ensure your AI agents deliver more accurate and on-brand results.

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