anthropics--knowledge-work-plugins
wehub-resource-sync
41 行
2.1 KiB
Markdown
41 行
2.1 KiB
Markdown
# The `Me` Object — User Context Guide
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## What `Me` Is
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The `Me` object in Common Room represents the currently authenticated user. Fetching it at the start of a session gives the LLM context to personalize outputs and scope queries correctly.
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Always fetch `Me` before running account research, prospecting, or any workflow that should be scoped to the user's territory.
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## What `Me` Returns
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### User Profile
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- Login identifier (email or username)
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- Full name and display name
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- Job title and role
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- Persona in CR (e.g., AE, SDR, CSM, Manager)
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- All linked profiles (e.g., Salesforce user ID, LinkedIn handle)
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### User Segments ("My Segments")
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- A list of all segments that belong to this user (name and segment ID each)
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- Corresponds to the **"My Segments" tab** in the Common Room product
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## How to Use `Me` Context
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### 1. Scope queries and respect territory boundaries
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When running account research, prospecting, or generating briefings, filter results to the user's own segments unless they ask for a broader view.
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> Default: "Show me accounts showing buying signals" -> scope to My Segments
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> Override: "Show me all accounts in the workspace showing buying signals" -> remove segment scope
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If a user asks about an account not in their segments, note: "This account doesn't appear to be in your segments — would you still like me to research it?"
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### 2. Personalize outreach and briefings
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Use the user's name, title, and role to personalize outputs — e.g., reference their territory in a weekly brief, use their name in drafted emails.
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### 3. Infer context for reasoning
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The user's Persona in CR influences how outputs should be framed:
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- **AE / AM / Account Executive / Account Manager** — focus on pipeline, deals, expansion, close timelines
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- **SDR / BDR / Sales Development Representative / Business Development Representative** — focus on prospecting, warm signals, first-touch outreach
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- **CSM / Customer Success Manager** — focus on health, retention, expansion, champion engagement
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- **Manager / Director / VP** — focus on team-level trends, not individual outreach
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