📚Understanding Context

Explain website Context source types, extraction checks, selection, saved Sources, and draft generation. Distinguish source text from post attachments and API ingestion.

Context supplies text for the website AI Agent to use when writing drafts. Adding a source does not create a post, generate a video, or attach media to a post. For external assistants using API or MCP tools, use Extract source material.

Context items in the sidebar are stored in your browser. AI Agent drafts are tied to the browser session where you created them. Neither automatically appears on another device. For posts created in the older Remix screen, see Find your drafts. Saving a source to the Sources library is a separate action from creating or saving a draft.

Context Supported

1. Open Content Studio > New Post.

2. Click the + button beside Context in the sidebar.

3. Select the source type from the table below.

4. Enter the text or URL, or upload the file.

5. Click Add.

6. Wait for extraction to finish.

7. Open the source and review Source Contents before generating a draft. Close the dialog with x if you are only inspecting it.

Source type	Input and boundary
Text	Paste notes, a transcript, or other text.
Article	Enter an article or website URL accessible without signing in. Review the extracted text for missing content.
YouTube	Enter a video URL with English captions available for extraction.
TikTok	Enter a video URL with English captions available for extraction.
Perplexity	Enter a research query. Review the returned information before using it.
Audio	Upload an audio file or enter its audio URL. A podcast webpage is not the audio file itself.
PDF	Upload a PDF or enter its PDF URL.
Rule	Enter instructions for the AI Agent to use as context.

The website selector has no Instagram, Facebook Reel, or X/Twitter source option. Paste the text as Text context instead. API source capabilities are documented separately in the workflow linked above.

Context source dialog with Text, Article, YouTube, TikTok, Perplexity, Audio, PDF, and Rule choices

If YouTube or TikTok extraction fails, check for English captions. A video spoken in English does not guarantee an extractable caption track. Paste a transcript as Text when the required captions are unavailable.

If a source stays loading or shows an error, do not assume the AI Agent received its contents. Only enabled sources with completed extraction are included. Record the source URL or type and error before contacting support.

Toggling Context On/Off

Select a source's checkbox to include it in subsequent AI Agent requests. Clear the checkbox to exclude it. Loading or failed sources are excluded even if their checkbox is selected.

Start with 1 completed source, then follow Make Your First 5 Posts to generate a draft. Toggling context does not rewrite existing drafts or change published posts by itself.

Saving Sources to Your Sources Library

The Sources library stores source text for draft generation, not reusable image or video attachments. To publish your own media, use the draft's Photo / Video upload.

1. Open a source from the AI Agent sidebar, or add a new source with the + button beside Context.

2. Check Save Source?.

3. Enter a Name.

4. Click Done for an existing source, or Add for a new source.

5. Wait for the source to finish processing.

6. Open the Sources library and confirm the named source appears.

Checking Save Source? alone does not save. Submitting an existing source requests reprocessing. Closing with x does not submit the change. If saving or extraction fails, inspect the error instead of assuming the library contains the source.

The Sources page manages saved sources. Add and save sources through the AI Agent sidebar, not through a separate Add button on the Sources page.

Workaround for Paywalled or Inaccessible Websites

Article extraction does not sign into websites for you. Paywalls, access restrictions, or anti-scraping controls might prevent extraction.

1. Open the article through your own authorized access.

2. Copy the text you have permission to use.

3. Add it as Text context.

Research Any Topic with Perplexity AI

1. Click the + button beside Context.

2. Select Perplexity.

3. Enter your research query.

4. Click Add.

5. Review Source Contents after processing finishes.

For example: “Find recent changes to Instagram publishing requirements and include the supporting sources.” Research output is source material, not a finished or published post.

Custom Instructions to Pre-process Each Context Item

1. Open the source form.

2. Expand Advanced settings.

3. Enter a prompt in Custom instructions.

4. Click Add for a new source or Done for an existing source.

5. Review Source Contents after processing finishes.

These instructions preprocess the source before draft generation. They do not recover content missing from the extraction.

Examples of Custom Instructions

Purpose	Custom instruction
Summary	Extract 3 takeaways supported by the source.
Quotations	Copy the speaker's exact words and preserve attribution. Do not invent quotations.
Statistics	List the numbers with their units, dates, and supporting context.
Steps	Extract the described process as numbered steps without adding missing actions.

See the context tutorial for a demonstration. Use the controls above when the recording shows an older layout.