Use source context in the advisor and planning

Once sources are context-ready, plan generation, the Marketing Advisor, Create, and weekly briefings read them alongside your diagnosis and Business Intake. Research is additive: the system is instructed to let it inform recommendations without silently overriding intake or diagnosis. That is why provenance matters. "The system suggests X" can rest on your own material, a competitor's claim, observed evidence, or general marketing knowledge, and each deserves a different level of trust before you act.

Whenever you are about to act on an advisor answer, a plan task, or a briefing, and after adding an important source, to check that it is actually being used.

• Context-ready sources in Research (see Understand validation, extraction, and context readiness). No other setup is needed.
• An active Marketing Plan, if you want to trace a plan task as well as an advisor answer.

1. 1Open "Chat with Marketing Advisor" (top right) and ask a question your sources should inform, for example how to position your current offer against the rivals you track.
2. 2Read the "Grounded on" line under the answer. Its labels name what the answer drew on: "Research" for your sources, "Competitors" for competitor research, and others such as "Diagnosis", "Plan", and "Business".
3. 3Notice any label above an answer. "General marketing guidance" means it is not specific to your workspace data; "Needs research" means the workspace lacks the evidence, and the answer outlines what to look into.
4. 4On the Marketing Plan, click "Ask why this move" on this week's move (goal-driven plans label the card "YOUR NEXT MOVE") to get the same grounded explanation for a plan task.
5. 5Sort what you read into six buckets:

• Source context: from your Research materials.
• Verified evidence: Observed findings, for example from diagnosis or connected integrations.
• Owner info: facts you confirmed or corrected yourself.
• Model interpretation: the system's reading of the above. Useful, not a fact.
• Recommendation: what to do next. Advice, not proof.
• Measured outcome: what actually happened, with a source and a date.

1. 1Act on recommendations, verify interpretations before repeating them, and never present a model interpretation or a competitor's claim as verified evidence.

Answers with a "Grounded on" line naming their inputs, including "Research" when your sources were used. If an answer about your own offer never shows "Research", check that the relevant source is "Context ready" and filed under My Content. For more on asking well, see Use Chat with Marketing Advisor for context-aware advice.