Managing Custom Contexts

Custom contexts help Hedy better understand the specific situations, roles, or knowledge areas relevant to your conversations. With Hedy’s context management feature, you can create and manage multiple context profiles for different scenarios.

What is a Session Context?

A session context is background information you provide to Hedy before starting a session. This helps Hedy understand your role, goals, or specific information relevant to the conversation. With custom contexts, you can save multiple different contexts and easily switch between them.

Creating a New Context

How to Create a Custom Context

1. Open Settings and go to the Personalization tab

2. Find the Session AI Context & Instructions section

3. Tap the Add Context button

4. Enter a descriptive Context Title (e.g., “Product Manager Role” or “Client Meeting”)

5. In the Context Content field, provide relevant information:

   • Your role and responsibilities
   • Background knowledge or expertise
   • Specific goals for conversations
   • Any other relevant information

6. Optionally, toggle Set as Default Context to make this your primary context that will be selected when the app starts

7. Tap Save to create your new context

Be specific but concise in your context descriptions. Focus on information that will help Hedy provide more relevant insights during conversations. There is a 20,000 character limit for context content.

Managing Your Contexts

Viewing Your Contexts

All your saved contexts appear as cards in the Session AI Context & Instructions section. Each card shows:

• Context title

• Preview of context content

• Last updated date

• Status indicators (Default, Selected)

Editing a Context

1. Find the context you want to modify

2. Tap the menu (⋮) on the right side of the context card

3. Select Edit from the dropdown menu

4. Make your changes to the title or content

5. Tap Save to update the context

Setting a Default Context

1. Find the context you want to set as default

2. Tap the menu (⋮) on the right side of the context card

3. Select Set as Default Context

4. This context will now be automatically selected for new sessions

Deleting a Context

1. Find the context you want to remove

2. Tap the menu (⋮) on the right side of the context card

3. Select Delete

4. Confirm deletion when prompted

Using Contexts in Sessions

Selecting a Context When Starting a Session

1. Tap the orange glasses button to start a new session

2. In the session startup dialog, look for the Session Context dropdown

3. Select your preferred context from the list

4. If you don’t want to use any context, select No Context. Hedy will start the session without applying any background context, which is useful for quick scratch recordings or conversations where no prior setup applies.

5. Tap Start Session to begin with your selected context

Switching Between Contexts

• You can select a different context each time you start a new session

• Your previously selected context will be remembered for future sessions

Context Best Practices

Effective Context Examples

Job Role Context Example:

“I am a Product Manager at Initech that provides marketing automation tools. I often lead cross-functional meetings with engineering, design, and marketing teams. I need to coordinate product roadmaps, gather requirements, and communicate technical concepts to non-technical stakeholders.”

Client Meeting Context Example:

“I’m a Business Development specialist at Initech. I’m preparing to meet with a potential healthcare client, ACME Solutions, who is interested in our data security solutions. They have concerns about compliance and scalability. Our software solutions are called SecurSafe and SafeLock.”

Candidate Interview Context Example:

“I’m interviewing candidates for the Customer Service representative role at REI. Here is the job description:
[add job description]“

Tips for Creating Effective Contexts

1. Be specific about your role: Clearly state your position and responsibilities

2. Include relevant expertise: Mention knowledge areas you want Hedy to consider

3. State your objectives: Explain what you hope to achieve in conversations

4. Describe your products or services: Outline common products that might come up in the meeting

5. Keep it focused: Avoid unnecessary details that won’t impact Hedy’s assistance

6. Update regularly: Revise contexts as your role or objectives change

7. Provide a vocabulary: Include uncommon names of people, companies, and products so Hedy knows their spelling

Managing Contexts Across Devices

Your contexts will automatically synchronize across all your devices. This ensures you have access to the same contexts whether you’re using Hedy on your phone, tablet, or through the web interface.