Add context with mentions

Bring more companies, people, lists, or products into the conversation using mentions.

RL

RUBINLAKE Team

Updated: Jul 14, 2026

Beyond the automatic page context, you can give the assistant specific records to work with.

Add context

  1. In the assistant, select Add context.
  2. Type to search, and choose the item you want.
  3. The item appears as an additional context chip in the conversation.

What you can mention

  • Companies and people
  • Lists
  • Jobs and tasks
  • Products

Manage context

  • Remove individual chips when they are no longer relevant.
  • Use Remove all to start over.

Tips

  • Combine a product as context with a person or company selection to get tailored outreach drafts.
  • Less but more focused context often yields more precise answers than many mentions at once.

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