Mission 2: Generate Global Context

What you’ll learn

• How to trigger the 21-document Context Generation suite
• How to review and refine auto-generated Personas
• How to interpret ICP scoring (fit, opportunity, readiness)
• How to access and use the 6 Research Reports

Tip

Context Generation runs in the background. Kick it off, then use the 20-30 minutes of processing time to review the Company Profile or prep client notes.

Trigger Context Generation

1. Navigate to Context & Grounding

   Click Studio -> Global in the left sidebar, then open the Context & Grounding section.

2. Click Generate

   Click the Generate button to start the 21-document creation process. Documents include messaging frameworks, positioning statements, brand voice guidelines, and more.

3. Monitor generation progress

   Each document shows a status indicator as it generates. The full suite takes approximately 20-30 minutes. You do not need to stay on this page — generation continues in the background.

Trigger Research Reports

1. Navigate to Research

   Click Studio -> Global in the left sidebar, then open the Research section.

2. Click Generate All Reports

   Click Generate All Reports to start all 6 reports in parallel. Reports cover Voice of Customer, Buyer Psychology, Competitive Intelligence, Market Trends, Win/Loss Themes, and Industry Analysis.

3. Wait for completion

   Reports generate concurrently and typically finish within 10-15 minutes.

Review Personas

1. Open the Personas tab

   Navigate to Audiences -> Personas. You will see 3-5 auto-generated buyer personas based on the Company Profile and context documents.

2. Review each persona

   Click into each persona to review: title/role patterns, key pain points, motivations and goals, preferred communication style, and common objections.

3. Edit as needed

   Update persona names, descriptions, or pain points to match your client’s actual buying committee. The more accurate these are, the better your campaign messaging will be.

4. Verify coverage

   Ensure the personas cover the key roles in the buying committee — typically a decision maker, a champion, a technical evaluator, and an end user.

Tip

If a critical buyer role is missing, you can manually add a persona. But first check whether the Company Profile accurately reflects the client’s target audience — re-running generation with better inputs often produces better results than manual creation.

Review ICPs

1. Open the ICPs tab

   Navigate to Audiences -> ICPs. Each ICP represents an ideal customer segment with scored criteria.

2. Understand the three scores

   Each ICP has three component scores:

   Score	Range	What It Measures
   Fit Score	0-40	Firmographic match — industry, size, tech stack
   Opportunity Score	0-30	Growth signals — funding, expansion, hiring
   Readiness Score	0-30	Intent signals — timing, urgency indicators

3. Review firmographic criteria

   Check that the industry, company size, revenue range, geography, and tech stack filters align with your client’s actual target market.

4. Adjust if needed

   Edit any criteria that do not match. Accurate ICPs drive better contact targeting in campaigns and sequences.

Review Research Reports

1. Open the Research section

   Navigate to Studio -> Global -> Research. You will see 6 completed reports.

2. Read each report

   Open each report and review the key findings. Pay special attention to:

   • Voice of Customer — language and terminology to use in campaigns
   • Competitive Intelligence — differentiators to highlight
   • Buyer Psychology — objection patterns to address

3. Note insights for campaigns

   These reports feed directly into campaign generation. Any gaps or inaccuracies here will cascade into campaign content, so flag anything that needs correction.

Tip

Bookmark the Voice of Customer and Competitive Intelligence reports. You will reference them frequently when refining campaign copy in Canvas.

Mission complete

You now have 21 context documents, 3-5 personas, scored ICPs, and 6 research reports. This foundation powers every campaign the platform generates.

Next mission: Mission 3: Create Your First Campaign