Context in Gabriel
When working with Gabriel there are a set of information that you want to share between all the emails you are generating.
For instance, you might want to add your signature to all the emails that Gabriel generates for you.
Or you may want to share the address information and phone number of your business in multiple filters.
Or you may have a set of key information that you must keep consistent for each email generation.
For all this information, you can either:
- Replicate each information in the filter.
- Write it once in the context.
Context and Filters
The context is a free form text that can store any piece of information, just type them down.
The context is used ONLY when generating a draft email.
The context is NOT USED when deciding which filter to apply.
If any piece of information is needed to decide which filter to apply, you must put this information in the condition part of the filter. The context will not be used.
Common uses for Context
The following are a few common cases for the context.
Signature
You may want to add your name, title and company to the context.
This will help Gabriel in signing your draft more precisely and consistently.
For instance, Michael Scott, the regional branch manager at the Scranton branch of Dunder Mifflin, can use a context like:
Name: Michael Scott
Role: Regional Branch Manager
City: Scranton, PA
Company: Dunder Mifflin
Repeated information
There are a set of information that you may want Gabriel to have always available when it is generating a new email for you.
For instance, the phone number where to reach you.
Or if you are a university professor, you may want to have always your office hours available in the context.
If you are a business, you may want to have the opening hours' information.
Remember, even if this information is available does not mean that they will be used and communicated - sometimes they are just not useful, and they will not be used.
For instance, Pamela Beesley, a receptionist at the Scranton branch of Dunder Mifflin can use a context like:
Opening Hours: 8AM - 5PM
Phone Number: 570-346-7186
Customer Support: Kelly Kapoor [email protected] 570-346-7188
Saleman: Jim Halpert [email protected] 570-346-7183
Then she could set up a few filters.
One for the opening hours:
IF:
The email is about our opening hours
DRAFT EMAIL FOLLOWING INSTRUCTIONS:
Act politely and communicate our opening hours. Make sure to include that they can also phone us (include number), still during opening hours.
Another one for handling customer supports inquiries, by redirecting them to the customer support representative.
IF:
The email is a customer support inquiry
DRAFT EMAIL FOLLOWING INSTRUCTIONS:
Act politely, thanks for the inquiry and redirect to Customer Support.
And maybe a third one if the email is a new lead that need to talk with a salesman:
IF:
The email is a new customer asking for more information.
DRAFT EMAIL FOLLOWING INSTRUCTIONS:
Act politely and communicate that the Saleman is the best person to talk to. Includes all its contacts.
Consistent communication
Another use case for the context is for keeping consistency with all your filters.
Some information are going to be repeated between different filters. You can repeat all this information in each filter, but if this information needs to change, it will be tedious and error-prone to update all the filters.
A better approach is to use the context to write down this information once and then refer to them in the filters.
Let's take as example Dwight Schrute, a salesman for Dunder Mifflin, a paper company.
He could add to the context, beside his signature and phone number, also the price of a box of paper.
His context could look a bit like this:
Name: Dwight Schrute
Phone Number: 570-346-7201
Price of a box of paper: $24.00
He could then write a few filters.
One filter could be a generic one for each costumer asking more information.
IF:
The email is from a new customer asking for more information.
DRAFT EMAIL FOLLOWING INSTRUCTIONS:
Act politely and ask how many box of papers the customer needs.
Communicate the price of a single box of paper and mention that there is a discout for ordering big quantities.
But then there could be more filter if costumer are asking for prices and a quantity
IF:
The email is from a customer that is looking to buy more than 20 boxes of papers.
DRAFT EMAIL FOLLOWING INSTRUCTIONS:
First, congratulate with the customer for havig chosen Dunder Mifflin.
Communicate the price of a box of paper and mention than on order greater than 20 boxes we apply a 5% discount.
Compute the final price and ask if they have more question.
And then an extra filter for even bigger orders:
IF:
The email is from a customer that is looking to buy more than 50 boxes of papers.
DRAFT EMAIL FOLLOWING INSTRUCTIONS:
First, congratulate with the customer for havig chosen Dunder Mifflin.
Communicate the price of a box of paper and mention than on order greater than 50 boxes we apply a 10% discount.
Compute the final price and ask if they have more question.
Another alternative would be to merge all those filters in a single filter:
IF:
The email is from a customer looking to buy papers AND they have communicated how many box they want to buy.
DRAFT EMAIL FOLLOWING INSTRUCTIONS:
First, congratulate with the customer for having chosen Dunder Mifflin.
Communicate the price of a box of paper and mention that we apply some discount on the quantity.
The discount are the following:
20 or more boxes, then 5% discount
30 or more boxes, then 10% discount
100 or more boxes, then 25% discount
NEVER communicate those discounts, COMPUTE the final price only and communicate only the final price.
Finally ask how they would like to pay.
Conclusion
We have introduced how to use Gabriel and the context.
We saw how it can be used to add signature, repeated information and to make sure that the communication is consistent.
It also simplifies the operations by allowing to change important information only once.