Quick-add context

Adding context one item at a time works well for short, focused notes. For longer material (meeting notes, a copied transcript, a competitor page) you can paste the whole thing and let ForceVue sort it into typed items you review before saving.

#Paste and classify

When you open Add Context, you will see a Paste anything and we'll sort it option alongside the standard single-item form.

1. Paste your raw text into the field. This can be a block of meeting notes, a copied article, a set of observations, or anything else you have on hand.
2. Click Sort into context. ForceVue reads the blob and proposes a set of typed context items: each one has a label, a title, and content drawn from your text.
3. Review the proposals. Each one shows the suggested label and the content ForceVue extracted. You can:
   • Confirm items you want to keep.
   • Edit the label or content before saving.
   • Remove items that are not useful.
4. Click Add to initiative to save the confirmed items.

Nothing is saved until you confirm. The classify step is read-only.

#What a paste turns into

A single block of text usually holds several distinct pieces of context. Quick-add pulls them apart so each one lands under the right label.

Say you paste a chunk of notes from a customer call:

Acme said onboarding took their team two weeks and they nearly churned. They want SSO before they roll out to the wider org. Competitor Beacon already ships SAML. Our current auth cannot do SAML without a rework of the session layer.

Quick-add would propose something like:

You confirm the ones that are right, fix any label that is off, and drop anything that is noise. Four typed items from one paste, each one now usable in generation and chat.

#When to paste versus add by hand

• Paste when you have a longer source with several ideas mixed together: meeting notes, a transcript, a competitor page, a support thread.
• Add by hand when you have one clear, specific note and you already know its label. The single-item form is faster for that.

Both paths produce the same typed context items in the end. Quick-add just saves you from splitting the material yourself. See Context items for the full label list and how to write context that improves output.

#Suggested context from an uploaded file

When you upload a file to an initiative, ForceVue reads it and may suggest typed context items drawn from the document. After the upload finishes, a Review N suggested context items prompt appears if ForceVue found items worth surfacing.

The review flow is the same as paste-and-classify: you see the proposed items with their labels and content, confirm the ones you want, and save. Items you do not confirm are discarded.

This is useful for research reports, interview transcripts, or competitor analyses where the key context is buried in a longer document.

#The relabel prompt

When you view your context list, ForceVue may show a "You may already have this" notice on an item. This appears when the item's content closely matches another label that would fit better.

Clicking the prompt shows you the suggested label and a brief explanation. You can accept the suggestion to update the label, or dismiss it to keep the item as is. The item itself does not change unless you confirm.

#Common questions

Does pasting save anything before I confirm? No. The classify step reads your text and proposes items, but nothing is written to the initiative until you click Add to initiative. You can close the dialog and lose nothing.

What if the labels come back wrong? Fix them in place before saving. Every proposed item lets you change the label and edit the content. If a whole paste comes back poorly sorted, it usually means the text mixed too many unrelated topics at once. Paste in smaller, more focused chunks.

Can I paste into a specific label? Quick-add decides the labels for you from the content. If you already know the label and have one clean note, use the single-item form instead and pick the label yourself.

Does this count against my AI generation quota? No. Sorting a paste into typed context is separate from document generation. See Usage and limits.

#Where to go next

• Context items for the full list of labels and how to write effective context by hand.
• Uploading documents for how uploaded files feed generation and chat.
• Context completeness for the pre-generation advisory panel.