Capabilities
Client context
Shadow can access any previous work products from other chats or client files that have been uploaded to the client's workspaces.
What Shadow reads
- The client's profile. Company overview, website, category, target market, initial request. The overview is read on every piece of work for that client.
- Files you have uploaded to the client's workspaces.
- Documents You, a team member, or Shadow, have already produced for the client.
Set up a client so drafts land
1. Create the client
There are two ways to add clients to Shadow.
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From the Dashboard page: Click the Add client button in the top right. Only the company name is required, and website is recommended.
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From chat: Tell Shadow to "Add a new client called [Client name]"
2. Upload relevant context
Go to the client's General workspace, or create a new one if you prefer, then Upload files:
- Past submissions, proposals, and pitches you were happy with
- Messaging and positioning documents
- Bios, case studies, metrics, customer proof
- Call notes and briefs
- Data exports for reports
Supported file types: docx, xls, csv, pdf, md, txt, html, pptx, json.
Workspaces
Every client starts with a General workspace. Add workspaces when a client has distinct workstreams, and nest them if it helps. If you need to move a document to another workspace you can do so from the document's actions menu.