How to Add Extra Context to Abacum's Agent for Stronger Insights

Abacum's agent answers your questions using all the data you have on the platform—but some context lives outside it. By attaching files like board packs, contracts, or meeting notes to your chat, you can enrich the agent's answers with that external context and get insights that reflect the full picture.

No more switching between documents and dashboards to connect the dots—just ask your question, attach the context, and get an answer that takes everything into account.

Key Benefits for Finance Teams

By adding extra context to the agent, you can:

• Get answers grounded in your platform data plus the context that lives outside it

• Attach PDFs, Excel files, or meeting notes directly to your chat

• Ask questions by voice with speech-to-text—no typing needed

• Check your assumptions against uploaded benchmarks or market standards when budgeting

• Bring vendor contracts into scenario planning—renewal dates, early-exit penalties, and more

How to Add Context to the Agent: Step-by-Step Process

1. Ask Your Question

Open the agent and ask what you need to know—typed or with speech-to-text. For example: "Our February gross profit came in at 6.6M, up 16.6% versus January. How much of that improvement is sustainable for the rest of 2025, and what should I tell the board?"

2. Review the First Answer

The agent checks through everything you have on the platform and gives you an answer—how much is sustainable, what to tell the board, plus relevant caveats, even pointing to details like deal clauses. But anything that exists outside the platform won't be part of the picture yet.

3. Attach Your External Context

Attach the file with the missing context—in this case, the board reporting pack for the February close, which covers what drove the month's step-up. You can attach PDFs, Excel files, or meeting notes.

4. Ask Again with Context

Re-ask your question with the file attached. The new answer references the drivers and other points from the uploaded document, combining your platform data with the external context—and even suggests follow-up questions to keep digging.

5. Apply It to Other Use Cases

The same approach works for pretty much anything. Upload benchmark or market standards to check whether your marketing spend assumptions are in line. Bring in meeting notes to understand why spend on a vendor spiked in a given period. Or attach vendor contracts during scenario planning to factor in renewal dates and early-exit penalties before cutting costs.