Configure the AI Context Center to Optimize Apollo AI

Article author
Apollo Team
Updated

Overview

Apollo AI accelerates your prospecting and engagement. You can discover insights about contacts and accounts to hone in on the best opportunities, then use Apollo AI to prospect, qualify, and create sequences with tailored messaging for effective outreach at scale.

The AI context center sits at the heart of Apollo AI and lets you configure key factors about your company, customer pain points, and business or service. Apollo AI uses this information to ensure recommendations, messaging, research, and other actions performed by AI are tailored to your unique value proposition.

 
AI & Data Privacy

Apollo ensures that customer data used in Apollo AI is never used to train external AI models and is safeguarded under Apollo's rigorous privacy and security standards. Learn more about Apollo AI and data privacy.

Check out the following sections to set up the AI context center.

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Configure the AI Context Center

 
Captain of Context

Only people with the permission can modify team level context can configure the AI context center. Once configured, the context center applies to all users in your Apollo account.

To configure the context center:

  1. Launch Apollo and click Settings > AI context center.
  2. Enter your company website URL, then click Continue.

Find information

 
The Main Domain

Apollo only gathers information from your main website. For example, if you enter apollo.io/engage, Apollo gathers information from apollo.io.

  1. Apollo gathers relevant information from your website to curate your company overview, competitors, and product or service offering. Review and edit the results, then click Save.
  2. Alternatively, if you don't have a website, or prefer to manually configure the context center, click I don't have a website, and enter information for each key factor:
Company name Your company or brand name and how you want customers to know you.
Offering Describe what your company sells — your core products or services, who they're built for, and how they work. Include specific product names if you have multiple offerings.
Value proposition Describe the results and outcomes your customers get. Focus on what changes for them — time saved, revenue gained, cost reduced, or problems eliminated.
Call-to-action The action you want prospects to take — e.g., "Book a 15-min call" or "Schedule a demo".
Company overview A short description of what your company does, who it's for, and the core problem you solve.
Additional context Any extra details that help AI understand your business — selling regions, company stage, bad-fit customers, or messaging guidelines.
Primary competitors The companies your prospects most often compare you to or switch from.
Product differentiators What makes your product different from alternatives. What can you do that competitors can't? Why do customers choose you?
 
Say It Your Way

You can use plain language to customize the context center. There's no need to get technical — unless you want to!

Product differentiators

  1. When finished, click Save beside the context you updated, then click Save changes.
 
Need an Undo?

If you made a mistake or need to edit your company information, hover over your company and click Edit. To regenerate from your website, click .

Product differentiators
  1. Next, click Add a product or service.

Product differentiators

  1. Click to add a name for the product or service, then describe the offering in detail. Apollo provides some suggestions to help get you started.

Product differentiators

  1. (Optional) Type / to format your text.

Product differentiators

 
From Pitch to Polish

Pro-tip: Start with how you would explain your product in a live demo. If you can clearly describe what it does, who it's for, and the main problem it solves in plain language, you already have the foundation. Then refine your description using real customer outcomes, common objections, and competitor comparisons to add detail and depth.

  1. (Optional) Click Set as default to set this product or service as the default that Apollo AI uses.
  2. When finished, click Save.
 
And Another One

If you have multiple products or services, add them to the context center by clicking Add product or service at any time. When using Apollo AI, you can choose which product or service to use as context.

You have now configured the context center you're ready to use Apollo AI for prospecting, research, qualification, personalized messaging, and more.

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Use Apollo AI

With the context center configured, use Apollo AI to speed up your market research and write highly personalized messages to contacts.

  • Use the AI assistant: Go from a single sentence to a fully executed go-to-market action with natural language conversations and the Apollo AI assistant.
  • Create and use AI research: Accelerate your market research with key insights into people and companies directly in your search results.
  • Use AI to write emails: Create AI-generated emails or openers based on the company and product info set in context center.
  • Use AI to create new sequences: Create new sequences in seconds that capture the attention of your prospects.

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Use the AI assistant

The AI assistant helps you turn natural language into action across Apollo. Simply describe what you want to accomplish to find and qualify prospects, build and optimize sequences, create workflows, improve deliverability, analyze performance, and manage your account — all without clicking through every step.

The assistant uses your Apollo data and context center information to generate recommendations and draft actions, then helps you apply them with preview and confirmation control. Get it done quicker from start to finish with the AI assistant.

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Create and use AI research

Apollo's AI research delivers intelligent insights on people and companies to power your market research and guide qualified prospects through the sales funnel. Use AI research in your prospecting to uncover fresh information that highlights your most promising opportunities. Learn how to use AI research.

An example company description and ICP is generated by Apollo AI

Prefer to talk it out? Use the AI assistant to conduct research with natural language conversations instead.

Apollo AI automatically uses information set in the context center to better understand your goal.

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Use AI to write emails

Use the AI writing assistant to draft ad-hoc emails to contacts or to write emails in sequences. Apollo AI generates entire emails or email openers based on the info set in context center.

An example email generated by Apollo AI

Ready to get started? Use the writing assistant to draft emails faster and easier.

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Use AI to create new sequences

Use Apollo AI to create new sequences that capture the attention of your prospects through emails, LinkedIn outreach, and manual tasks.

An example sequence generated by Apollo AI

Ready to get started? Use Apollo AI to generate a new sequence, then add contacts to begin to your engagement.

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Next Steps

Here are a few next steps to help you supercharge your Apollo AI experience:

Apollo AI Overview Explore Apollo AI to get a complete view of its capabilities and start optimizing your outreach with AI.
Use AI Research Run AI research to narrow your targeting and personalize your outreach at scale.
AI Research Template Library Browse AI research templates to craft personalized messages and uncover key insights without writing AI prompts.
Uncover Conversations Insights Using AI Tap into ask anything AI to extract conversation insights to refine your call strategies.
Send Follow-up Emails Using AI Use AI-generated follow-ups to recap meetings and outline clear next steps with contacts.
Use the Outbound Copilot Deploy the outbound copilot to automate prospecting workflows and turn leads into meetings faster.

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