wehub-resource-sync
2.1 KiB
The Me Object — User Context Guide
What Me Is
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.
Always fetch Me before running account research, prospecting, or any workflow that should be scoped to the user's territory.
What Me Returns
User Profile
- Login identifier (email or username)
- Full name and display name
- Job title and role
- Persona in CR (e.g., AE, SDR, CSM, Manager)
- All linked profiles (e.g., Salesforce user ID, LinkedIn handle)
User Segments ("My Segments")
- A list of all segments that belong to this user (name and segment ID each)
- Corresponds to the "My Segments" tab in the Common Room product
How to Use Me Context
1. Scope queries and respect territory boundaries
When running account research, prospecting, or generating briefings, filter results to the user's own segments unless they ask for a broader view.
Default: "Show me accounts showing buying signals" -> scope to My Segments Override: "Show me all accounts in the workspace showing buying signals" -> remove segment scope
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?"
2. Personalize outreach and briefings
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.
3. Infer context for reasoning
The user's Persona in CR influences how outputs should be framed:
- AE / AM / Account Executive / Account Manager — focus on pipeline, deals, expansion, close timelines
- SDR / BDR / Sales Development Representative / Business Development Representative — focus on prospecting, warm signals, first-touch outreach
- CSM / Customer Success Manager — focus on health, retention, expansion, champion engagement
- Manager / Director / VP — focus on team-level trends, not individual outreach