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Nimble’s New AI Context Feature

Learn how to give Nimble the background it needs to work smarter for you.

Written by Nimble Customer Care

Nimble AI Context is a new feature that gives AI the foundational background it needs to understand your business goals, role, and communication style. Save your context once, and AI can use it to tailor emails, summaries, and tasks to your exact needs — without making you repeat the basics every time.

Let’s see how AI Context works in practice.

How to Add AI Context

To add your AI Context, take the following steps:

  1. Visit Settings>>AI Context tab

  2. Fill out the Team Context and Personal Context with the relevant information

  3. Click Save to keep your changes

You can also use Edit with AI to create or refine your AI Context with Nimble's assistance:

Working with AI Context as a Team:

  • At the moment, the account owner can create and edit Team Context or grant other team members permission to do so under Privacy Settings selecting Edit company settings in the list.

  • All team members can create and edit their own Personal Context without additional permissions.

See AI Context in Action

Now that your context is saved, Nimble AI can draw on it when you use AI-powered features. For example, when creating an AI email sequence, Nimble already has a better understanding of your business and audience, giving you a stronger starting point for your sequence.

Your AI Context can also be used with Nimble MCP. When working with AI assistants like ChatGPT or Claude, they can access your saved context through MCP to better understand your business, role, and preferences.

Keep your voice. Warm, direct, professional. Nimble already understands your communication style from AI Context.

Get the Most from Your AI Context

For the best results, make your context specific, relevant, and up to date.

  • Be specific. Instead of “We help businesses grow,” explain what you offer, who you help, and what makes your solution different.

  • Include what matters. Focus on information AI can actually use when creating content, such as your audience, products, goals, and communication style.

  • Show your style. Describe how you want to sound — for example, friendly and conversational, concise and professional, or warm and consultative.

  • Keep it current. Update your context when your role, products, audience, or communication preferences change.

  • Use Create with AI. If you're not sure where to start, let Nimble help you turn your information into useful AI Context.

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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