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Managing Context

16 steps - 6 minutes

Learn how to create and manage context blocks to provide the AI with relevant information.

What is Context?

Context blocks are knowledge repositories that provide the AI with relevant information. They are automatically chunked (max 1000 tokens per chunk with 200 token overlap) and embedded for semantic search. Context can be text or file uploads (PDF, DOCX, TXT, CSV). File uploads automatically create standalone context blocks.

1

Navigate to Context

From the sidebar, click on "Context" to access your context library.

2

Click "Create Context"

Click the "Create Context" button to open the context creation form.

3

Choose Context Type

Select the type of context: Text (manual entry) or File Upload. Supported file types: PDF, DOCX, TXT, CSV.

4

Enter Context Title

Give your context a descriptive title (e.g., "Product Documentation", "Company Guidelines", "Project Requirements").

5

Add Context Content

For text context, paste or type your content directly. For files, upload your document and the system will extract the content automatically.

6

Add Description (Optional)

Add a brief description to help you and your team understand what this context contains and when to use it.

7

Set Category and Tags

Choose a category and add tags for better organization and discovery of your context blocks.

8

Set Scope

Choose whether this context is Personal (only you) or Workspace (your team). You can also make it visible in the community.

9

Click "Create"

Save your context. Uru will automatically chunk the content (max 1000 tokens per chunk with 200 token overlap) and create embeddings for semantic search.

Example context block:

Product Documentation

documentationCreated by You

Complete product documentation and API reference

Created Oct 30, 2025
Updated Oct 30, 2025
10

Automatic Chunking and Indexing

The system processes your content in the background, splitting it into searchable chunks and creating embeddings. This happens automatically and you do not need to manage it.

11

Using Context in Chat

In the chat interface, click the context icon to browse and select context blocks. Selected context is included in the AI conversation.

12

Using Context in Personas

When creating personas, attach relevant context blocks in the Knowledge step to give them domain-specific knowledge.

13

Using Context in Automations

Drag context blocks from the side panel into agent nodes. The context will be loaded into the agent configuration.

14

File Uploads Create Context Automatically

When you upload a file in chat or elsewhere, it automatically creates a standalone context block that you can reuse across the platform.

15

Searching Context

Use the search context platform tool to find specific information within your context blocks. The AI can search across all your context using semantic search.

16

Editing Context

Click on any context block to view details, then click "Edit" to modify the title, content, description, category, tags, or scope. Changes are automatically re-chunked and re-indexed.

Best Practices

  • Organize context into focused, topic-specific blocks
  • Keep context up-to-date to ensure accurate AI responses
  • Use descriptive names and descriptions for easy discovery
  • Share context with your team to maintain knowledge consistency
  • Use the search tool to verify context is properly indexed

Next Step

Learn how to use the chat interface to interact with the AI.

Using Chat