With Organizational Context, you can teach the AI Companion how your company works. Add custom instructions — like your planning rhythm, OKR standards, or team structure — and every Companion interaction will reflect your organization's specific way of working.
Note: This feature requires a Program Lead Skill Set Admin Seat.
What you can use it for
Customers often ask how to make the Companion's output less generic. Organizational Context is the answer: it encodes the knowledge an OKR coach or program lead carries in their head, so every AI interaction is grounded in your operating model rather than textbook best practice.
- Make Companion chats answer in terms of how your company actually plans and steers.
- Make nudges, alignment suggestions, and OKR generation follow your standards automatically.
- Capture your operating model once, centrally, instead of relying on each team to know it.
What Organizational Context does
Custom instructions you add are loaded into the Companion's knowledge and influence:
- Chat responses
The Companion answers questions with your company's context in mind, not just generic OKR best practices. - Nudges
Proactive reminders and suggestions are tailored to your operating model and planning standards. - Alignment suggestions
Recommendations for how Goals connect across teams reflect your structure and alignment rules. - OKR generation
When drafting Goals and Key Results, the Companion applies your quality criteria and alignment rules automatically.
Who it applies to
Each context entry can be targeted, so teams only get the guidance relevant to them. An entry can apply to:
- Your whole organization
- A specific business unit
- A specific team
- A team and all of its sub-teams
This lets you combine a company-wide baseline with more specific guidance — for example, an organization-wide planning rhythm plus a separate entry describing how one business unit runs its own cadence.
How to set it up
- Go to Organization Settings → AI Companion → Organizational Context.
- Click + Add Organizational Context.
- Give your context a name (e.g. "Operating model insights"), paste in your instructions, and choose who it applies to.
- Toggle it to Enabled to activate it.
What to include
Good Organizational Context entries give the Companion knowledge it wouldn't otherwise have. Useful things to capture:
- Transformation intent — the strategic shift your company is making and the "why" behind it.
- Strategy and goals — your strategic pillars and how Goals cascade from organization to team.
- KPIs and metrics — the core metrics you steer on.
- Operating rhythms — your planning and review cadence (e.g. quarterly business reviews, monthly reviews, bi-weekly check-ins).
- OKR quality bar — e.g. "Key Results should always be outcome-focused and measurable, not task-based".
- Team ways of working — how a specific business unit or team operates and how to engage with them.
Frequently Asked Questions
Who can set up Organizational Context?
Only users with a Program Lead Skill Set Admin Seat can create and manage entries.
Who benefits from it?
Every Companion conversation, nudge, alignment suggestion, and OKR draft for the audience you choose is influenced by the context you set up.
Can I target context to part of my organization?
Yes. Each entry can apply to the whole organization, a business unit, a single team, or a team and all of its sub-teams.
Can I have multiple context entries?
Yes. You can add multiple entries and enable or disable them individually — useful for testing configurations or managing context for different use cases.
Is this available to all customers?
Organizational Context is part of the Program Lead Skill Set, a paid add-on. Contact your Workpath account manager for more information.