Product model
The CaltAI context layer
AI operations only work when the system understands the business context around the workflow.
Context is more than documents
Many AI tools treat context as files or chat history. For operations, context has to include the workflow state, current blocker, client status, owner, rules, and outcome.
What context can include
The exact context depends on the workflow package and tools connected.
- CRM records
- Email threads
- Calendar events
- Client files
- Internal notes
- Approval policies
- Playbooks
- Previous runs
- Current blockers
- Next action history
The context compiler
CaltAI should not send every available detail to the AI model. It should compile the most relevant context for the specific action being proposed.
That keeps actions more focused, auditable, and easier for humans to review.
Why this matters
Without context, AI drafts generic messages. With operational context, CaltAI can propose actions that fit the client, stage, policy, and business goal.