> ## Documentation Index
> Fetch the complete documentation index at: https://help.pipelime.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Company details and AI Instructions & Context

> The company record the AI writes from, its employees list, and the per-company rules you can set.

export const Kbd = ({children}) => <kbd className="pl-kbd">{children}</kbd>;

export const UiPath = ({children}) => {
  const parts = String(children).split(/\s*(?:→|>)\s*/).filter(Boolean);
  return <span className="pl-path">
      {parts.map((part, index) => <span key={`${index}-${part}`}>
          {index > 0 && <span className="pl-path__sep">→</span>}
          {part}
        </span>)}
    </span>;
};

export const Screenshot = ({id, alt, caption, frame = 'browser', url, marks = [], lang = 'en', workspace = 'northwind-outbound'}) => {
  const src = `/images/screenshots/${lang}/${id}.png`;
  const chrome = url ? `app.pipelime.ai/${workspace}${url}` : 'app.pipelime.ai';
  return <figure className={`pl-shot pl-shot--${frame} not-prose`}>
      <div className="pl-shot__frame">
        {frame !== 'bare' && <div className="pl-shot__bar">
            <span className="pl-shot__dots">
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
              <span className="pl-shot__dot" />
            </span>
            <span className="pl-shot__url">{chrome}</span>
          </div>}
        <div className="pl-shot__media">
          <img src={src} alt={alt} loading="lazy" />
          {marks.map(mark => <span key={mark.n} className="pl-shot__mark" style={{
    left: `${mark.x}%`,
    top: `${mark.y}%`
  }} aria-hidden="true">
              {mark.n}
            </span>)}
        </div>
      </div>
      {caption && <figcaption className="pl-shot__caption">{caption}</figcaption>}
    </figure>;
};

By the end of this page you can open a company's record, tell the AI how to write to everyone there, and read who counts as an employee.

<div className="pl-availability">
  <div className="pl-availability__row">
    <div className="pl-availability__label">Where</div>
    <div className="pl-availability__value"><span className="pl-path">Leads<span className="pl-path__sep">→</span>Companies</span></div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">Your role needs</div>
    <div className="pl-availability__value">Read access to Companies <code>read-lead-companies</code>. Admin, Member and Viewer have it by default.</div>
  </div>

  <div className="pl-availability__row">
    <div className="pl-availability__label">To create or change</div>
    <div className="pl-availability__value"><code>create-lead-companies</code> to add one, <code>update-lead-companies</code> to change one, on top of the permission above.</div>
  </div>

  <div className="pl-availability__note">If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.</div>
</div>

## Before you begin

* A company already in <UiPath>Leads → Companies</UiPath>. See
  [Companies list, match score and discards](/en/leads/companies-and-match-score) for the ways one gets there.
* `update-lead-companies` to change anything here. Without it the image, Automation and
  add-contact controls are not rendered at all. Reading the record is unaffected.

## Steps

<Steps>
  <Step title="Open a company">
    From <UiPath>Leads → Companies</UiPath>, click a company's name to open its record.

    The record opens on a banner and a header card. Until you upload images, the avatar is a
    generated mark built from the company's first letter and the banner a generated pattern. The
    pencil button in the top right corner of the banner takes a cover image. The small button on
    the bottom right corner of the avatar, **Change Image**, opens a two-entry menu: **Upload Image** takes a file,
    and **Search Logo** looks a logo up from the company's website domain, so it needs the record
    to have a website link and it only finds logos that are already published somewhere. These
    image controls are hidden from a role that cannot change companies.

    Below the header, **About** holds the company's description, with a character count under it.
    That paragraph is the same one the AI reads for context when it writes. On the right, a
    **Match Score** card rates this company as a prospect for your own company, showing the number
    and a band label once it has been scored. An unscored company says so, and offers
    **Calculate Score** to a role that can change companies. See
    [Companies list, match score and discards](/en/leads/companies-and-match-score) for what the
    score means.

    <Screenshot id="leads/company-details-and-ai-context--overview" url="/leads/companies/1" alt="A company record with a generated single-letter avatar, a generated placeholder cover banner, a populated About paragraph and an Excellent-band Match Score ring" caption="No logo or cover image yet, so the avatar and banner fall back to a generated placeholder. About and the score are real." />
  </Step>

  <Step title="Write AI Instructions & Context">
    **AI Instructions & Context** sits under About and does a different job. About is what the
    company is. AI Instructions & Context is how the AI should behave toward its people. It is
    optional free text, and while it is empty the field shows a faint italic prompt to add extra
    context or rules for the AI. The hint under the field is the product's own worked example: an existing
    customer on a given plan, a language to write in, a standing rule about discounts.

    To write one, hover the field and click the pencil that appears on its right. Type the rule,
    then save it: click the green tick at the end of the box, press <Kbd>Shift+Enter</Kbd> or
    <Kbd>⌘Enter</Kbd>, or click anywhere outside the field. Plain <Kbd>Enter</Kbd> adds a line
    break rather than saving, because this field takes several lines and so does About. The
    company name, the industry and the website on the header card are edited the same way, except
    that they hold one line each, so plain <Kbd>Enter</Kbd> saves them.

    A note can run to 2000 characters. A longer one is refused when it is saved.

    <Screenshot id="leads/company-details-and-ai-context--ai-instructions" url="/leads/companies/1" alt="The AI Instructions & Context field in edit mode, with a rule about plan tier, tone and discounts typed in" caption="Free text, per company. It reaches every channel the AI writes on, not just email." />
  </Step>

  <Step title="Check the employees list">
    **Employees** lists the leads recorded at this company, each with its email address, when it
    has one, and a chip for where it sits in your pipeline. The column above that chip is headed
    Status, but what it shows is the stage. **View All Employees** opens the Prospects list
    filtered to this one company. An empty card reads "No employees found".

    The **Automation** button beside it works on the whole company. It opens a menu offering to
    enable or disable automation for all of this company's employees, then asks you to confirm,
    naming the company and how many people it covers. It reaches every lead attached to the
    company, including any the table itself is not showing.

    When the AI chose which people to pursue here, rather than you adding them by hand, an info
    icon next to the Employees title explains that choice on hover.

    <Screenshot id="leads/company-details-and-ai-context--employees" url="/leads/companies/1" alt="The Employees card listing three employees, with the View All Employees button and the company-wide Automation button in its header" caption="Automation here is company-wide: one confirmation, every employee." />
  </Step>

  <Step title="See where a company came from, if it was tracked">
    Website Tracking creates a company record the first time a visit arrives from a domain that
    matched nothing on your list, unless your capacity for identified companies is already used
    up. A company created that way carries a **Discovered via Website Tracking**
    card in the right column, naming the **Tracked Domain** the script is installed on and the
    tracker that caught the visit. A company a search or an import found does not get this card,
    and neither does one that already existed before a visit was traced back to it. See
    [Identified companies, capacity and the tracker dashboard](/en/finding-leads/website-tracker-identified-companies)
    for the dashboard this feeds into.

    <Screenshot id="leads/company-details-and-ai-context--tracked-origin" url="/leads/companies/1" alt="The Discovered via Website Tracking card, showing the tracked domain and the tracker's name" caption="Only a company Website Tracking created carries this card." />
  </Step>
</Steps>

## What happens next

<Check>
  Your note replaces the italic prompt in the field, and no error appears.
</Check>

From then on the AI reads it every time it writes to someone at this company. The email, LinkedIn
and WhatsApp generation prompts each fold it in as a note about the company, and on those three
channels, where your note conflicts with the agent's campaign or stage instructions, your note is
the one followed. In a workflow it arrives as the company's notes in the lead dossier, which an AI
block reads whenever its input fields include the company section. A block with nothing picked
reads the whole dossier. See
[Agent instructions: behaviour, offering, replies and follow-ups](/en/ai-agents/agent-instructions)
for those campaign-level defaults.

## Troubleshooting

<AccordionGroup>
  <Accordion title="&#x22;Error updating company&#x22; appears when you save a field">
    Most often it is one of two things: your role cannot change companies, or the note you wrote
    is longer than 2000 characters.

    The permission case is worth knowing about because this screen does not warn you in advance.
    About, AI Instructions & Context, the company name, the industry and the website stay openable
    and typeable for a role that cannot save them, unlike the image controls, the Automation button
    and the buttons that add an email, a phone number or a link, which disappear instead. The
    rejection only arrives when you save. Ask an admin for `update-lead-companies`.
  </Accordion>

  <Accordion title="Emptying AI Instructions & Context does not clear it">
    Deleting the text and then clicking outside the field abandons the edit rather than saving the
    empty value, so the old note comes back. To clear a note, delete the text and save it with the
    green tick.
  </Accordion>

  <Accordion title="Someone is missing from the Employees list">
    The card asks only for the leads whose analysis has finished or has not started yet. One that
    is mid-analysis, or that stopped with an error, is left out until that resolves. The stage a
    lead sits at makes no difference: every stage from Untouched to Closed is listed.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Companies list, match score and discards" icon="building-2" href="/en/leads/companies-and-match-score">
    Reading the Companies table, what the match score measures, and how discarding a company works.
  </Card>

  <Card title="Agent instructions: behaviour, offering, replies and follow-ups" icon="message-square-text" href="/en/ai-agents/agent-instructions">
    The campaign-level defaults these per-company notes take priority over.
  </Card>

  <Card title="Identified companies, capacity and the tracker dashboard" icon="radar" href="/en/finding-leads/website-tracker-identified-companies">
    What the stats, charts and monthly capacity meter count, and what happens when the limit is reached.
  </Card>

  <Card title="Company profile, links and locations" icon="building" href="/en/settings-team/company-profile">
    Your own company's profile, the one every match score and generated message is judged and written against.
  </Card>
</CardGroup>