Tuto

How to Use Workspace Context with the Mydrop AI Home Assistant

A simple Mydrop tutorial for how to use workspace context with the mydrop ai home assistant, including setup steps, user value, and common mistakes to avoid.

Clara BennettMay 13, 202612 min read

Updated: May 13, 2026

Mydrop command center dashboard

By the end of this short guide you will have applied workspace context to an active AI session from the Home assistant so replies are on brand, reflect workspace memory and plan cues, and can be saved as prompts or creative artifacts for later use.

This feature lives in Home. Open the AI home assistant from the Home view to set profile or brand context, apply memory and plan signals, pick workspace media, and continue or save a session. Look for labels such as "Selected profile context" and "Conversation memory summary" in the assistant panel as confirmation the workspace context is available.

Before you start

Checklist:

  • You are a member of the workspace.
    • Only workspace members can apply workspace context to the Home assistant session.
  • At least one profile or brand is configured in Profiles.
    • Have a profile or brand ready to select so the assistant can draft on brand.
  • Workspace gallery contains at least one media asset.
    • Upload media to the workspace gallery if you plan to attach or reference images or video.
  • A clear objective for the session.
    • Know whether you want a draft, brief, campaign plan, or saved prompt so outputs can be saved appropriately.
  • Browser and account signed in to Mydrop on the same workspace.
    • Confirm you are signed in to the workspace where profiles, gallery, and plan live.

Quick checks to run now:

  1. Open Home and confirm the AI assistant panel is visible.
  2. Verify you can see either "Selected profile context" or "Conversation memory summary" text in the assistant panel.
  3. Confirm your desired profile/brand appears in your workspace profiles list.
  4. Open Workspace gallery to verify media is present.

Why these items matter:

  • Selecting a profile or brand before sending the first prompt ensures the assistant uses the right voice and identity for generated drafts.
  • Media must be present in the gallery before you try to reference or attach it from the Home assistant.
  • Workspace memory, plan, and gallery signals apply to the active session from the point you set them; they do not change prior replies retroactively. Set context before you send the prompt you want influenced.

What you should see when ready:

  • Home assistant panel open and showing workspace context labels like "Selected profile context" or "Workspace profiles and brands inventory".
  • Workspace gallery inventory accessible from the assistant panel when you want to pick media.
  • Suggested operating modes for this workspace or similar contextual hints visible when choosing how the assistant should behave.

If any checklist item is missing:

  • Add a profile or brand in Profiles.
  • Upload at least one media item to the workspace gallery.
  • Ask a workspace admin to confirm your membership or permissions if the assistant panel does not show workspace context.

Continue to the next section when all checklist items are green. The next section will show step-by-step actions to choose a profile or operating mode in the assistant, add plan or memory cues, prompt the assistant, and save outputs as reusable prompts or artifacts.

By the end of these steps you will have opened the AI Home assistant and chosen a workspace profile and operating mode so the assistant uses workspace context for on‑brand replies.

Step 1: Open the feature

Quick checklist

  • Confirm you are signed into the workspace and have at least one profile or brand configured.
  • Make sure the Home view is selected.
  1. From the Mydrop sidebar, click Home to open the Home view.
  2. In Home, locate the AI assistant area or the assistant panel. Click the card or Open button that launches the assistant.
  3. Wait for the assistant panel to become visible. The panel is ready when you see any of the following labels: Selected profile context or Conversation memory summary.
  4. Confirm the panel header and the main area are visible. You should see an input area for messages and a send control.
  5. If the panel does not appear, check that popups or side panels are not collapsed and try opening Home again. The assistant must be open before setting workspace context.

Verification check

  • The assistant panel is visible on the screen.
  • The input box and the send control are enabled (not disabled or loading).
  • At least one context label is present, for example Selected profile context or Conversation memory summary.

Step 2: Set up the basics

  1. Locate the profile or brand selector in the assistant panel. It is usually labeled Selected profile context or Workspace profiles and brands inventory.
    • Click the selector to reveal available profiles or brands from your workspace.
    • Choose the profile or brand that should appear on drafts (for example the brand account you will post from).
  2. Verify the profile selection took effect.
    • Confirm the Selected profile context label now shows the name of the profile or brand you chose.
    • If the label still shows none, re-open the selector and pick the profile again. The selection must be visible before sending a prompt so responses include the profile context.
  3. Choose an operating mode if available. Look for Suggested operating modes for this workspace or a similar mode option in the panel.
    • Click the operating mode you want (for example Drafting, Ideation, or Short-form copy).
    • Operating mode tells the assistant how to shape tone and format; pick the mode that matches your task.
  4. Verify workspace signals are visible.
    • Confirm Conversation memory summary appears if workspace memory is available. This shows recent session highlights or memory cues the assistant will consider.
    • Confirm Workspace gallery inventory or media thumbnails appear if you expect to use workspace media.
    • Confirm Current workspace plan or similar plan cues show if your workspace plan or campaign signals are available.
  5. If any context element is missing, use the panel controls to open the relevant list:
    • Re-open Workspace profiles and brands inventory to reselect a profile.
    • Open Workspace gallery inventory to select media you want the assistant to reference.
    • Expand Conversation memory summary to inspect memory items before prompting.

Why each step matters

  • Selecting a profile ensures drafts match the selected social identity.
  • Choosing an operating mode guides tone and structure.
  • Verifying memory, plan, and gallery presence prevents expecting context that is not applied.

Final verification before prompting

  • The assistant panel shows Selected profile context with the correct profile name.
  • Conversation memory summary or plan cues are visible if used.
  • Workspace gallery inventory shows the media you may reference.
  • The send control is active and not disabled.

Note: Apply these selections before sending a message. Context set after a reply will not retroactively change past outputs.

Step 3: Add the content or settings

By the end of this section you will have added workspace plan cues, memory summaries, and media to the active AI session so replies reflect workspace context.

Short checklist before you begin

  1. Active AI session open in Home.

  2. Profile or brand already selected.

  3. Workspace gallery contains at least one media item.

  4. Add workspace plan cues or memory summaries

  • In the assistant panel, find the area that shows workspace cues such as "Conversation memory summary" or "Current workspace plan".
  • Click the plan or memory entry you want to include. A visible confirmation like "Conversation memory summary" should expand or show a short preview.
  • If the memory or plan is long, pick the specific summary bullet or paragraph to apply. Applying it informs the assistant what to prioritize in replies.
  • Check: after selecting, the assistant panel should show the chosen summary text or a label confirming it is applied.
  1. Pick media from the workspace gallery
  • Open "Workspace gallery inventory" from the assistant sidebar or gallery picker.
  • Choose one or more media items to reference in the draft or brief. Selected items should appear in the assistant panel as attachments or thumbnails.
  • If you intend the assistant to use media metadata (caption, tags), confirm the selected media shows its title or thumbnail in the panel.
  • Check: thumbnails or filenames appear in the message composer before you send the prompt.
  1. Add profile or operating mode cues if needed
  • If not already set, confirm the active session shows "Selected profile context" and that it lists the profile or brand you want.
  • If your workspace offers modes, pick from "Suggested operating modes for this workspace" to match tone and format.
  • Check: the assistant panel should display the selected profile/mode label.
  1. Send a contextual prompt
  • Type a clear request that references the selections, for example: "Draft three caption options for Instagram using the Selected profile context and these gallery images."
  • Send the prompt from the assistant composer.
  • Check: the assistant response should reference the profile tone, the memory summary, or the gallery media (for example, calling out image content or plan cues) in at least one reply paragraph.
  1. Quick verification after generation
  • Confirm the reply reflects on-brand language or plan cues (tone, cadence, or content suggestions).
  • Confirm any media references in the reply match the selected gallery items.
  • If the response does not reflect context, stop and verify the checklist above. Context must be applied before sending; changes do not apply retroactively.

Step 4: Review the workflow

By the end of this section you will have saved useful outputs and confirmed they can be reopened or reused in later sessions.

  1. Save useful outputs as prompts or artifacts
  • On the assistant reply you want to reuse, open the response menu or options.
  • Choose the option to save the content as a prompt or to store it in "chat artifact memory".
  • When saving as a prompt, give it a short name that includes the profile or campaign name to make reuse easier.
  • Check: the assistant or UI should confirm the save and show the item in a saved prompts list or artifacts list.
  1. Verify saved prompts and artifacts
  • Open your prompt library or artifact area from Home or the library link the app provides.
  • Locate the saved prompt or artifact by name or date.
  • Open it and confirm the saved text, referenced media, and any linked memory or profile context are visible in the saved item.
  • Check: saved items should include the original content and indicate which session or profile they came from.
  1. Continue the session later
  • Close the assistant and reopen the same chat from Home.
  • Confirm the chat shows "Conversation memory summary" or "Recent chat focus history" for that session.
  • Re-send or reference the saved prompt by inserting it into the composer or using the saved prompt picker.
  • Check: the assistant should continue with the same workspace context and incorporate the saved prompt without losing profile or gallery links.
  1. Quick troubleshooting checklist
  • If the assistant reply ignored context, confirm a profile was selected before sending.
  • If media did not appear, confirm the workspace gallery is not empty and media was applied before the prompt.
  • If a saved item is missing, refresh the prompt library and re-open the session; ensure you completed the save confirmation step.
  • Remember: adding context after a reply does not change past responses. Apply context before sending.
  1. Next steps
  • Use saved prompts when creating posts in Calendar > New post to preserve brand voice and speed drafting.
  • Periodically review saved artifacts to keep the prompt library current and avoid duplicates.

Conclusion

  • After these steps, workspace plan cues, memory summaries, and gallery items will be applied to the active AI session. Saved prompts and chat artifacts should be visible in your prompt library or artifact area and usable in later sessions.

Troubleshooting and next steps

By the end of this section you will be able to fix common problems that prevent workspace context from applying and choose the next steps to turn AI outputs into reusable prompts or artifacts.

Quick checklist before troubleshooting

  • Confirm you are in Home and the AI assistant panel is open.
  • Confirm at least one profile or brand exists in your workspace.
  • Confirm media is uploaded to the workspace gallery if you expect images or video to be available.

Common fixes (step‑by‑step)

  1. Profile or brand not applied

    1. In the assistant panel, click the profile/brand control and choose the correct profile.
    2. Look for the label Selected profile context to confirm the choice.
    3. If the label is missing, refresh the Home view and reselect the profile. Why it matters: the assistant uses the selected profile to make replies match brand voice.
  2. Assistant replies ignore workspace plan or memory

    1. Open the assistant panel and confirm Conversation memory summary or Current workspace plan is visible.
    2. If the summary is collapsed, expand it so the assistant shows the cues being applied.
    3. Re-send your prompt after confirming the summary is visible; changes apply only to new prompts. Verification: the assistant reply should reference the plan cues or memory summary language.
  3. Media expected from workspace gallery not found

    1. Open Workspace gallery inventory from the assistant panel and confirm the media appears.
    2. If gallery is empty, upload media from the Gallery or Upload flow first.
    3. Re-run the prompt and explicitly tell the assistant which gallery item to use (for example, reference the media title). Verification: assistant acknowledges Selected media for metadata updates or shows the media preview.
  4. Save actions not visible after generation

    1. After a useful reply, use the assistant’s save action to create a saved prompt or chat artifact memory.
    2. Confirm the saved item appears in your prompt library or artifacts view; look for labels like Chat artifact memory or Saved prompts.
    3. If it does not appear, try saving again and check that your account has permission to create prompts. Verification: saved prompts should be selectable when composing later or visible in the prompt library.
  5. Send button disabled or UI shows is-loading/is-saving

    1. Wait for the UI state to finish (loading or saving indicators should clear).
    2. If the button remains disabled, refresh Home and confirm network connectivity.
    3. If the problem persists, sign out and sign back in or contact workspace admin for permission checks. Verification: the ai-chat-send-button becomes active and prompts send successfully.

Preventing the most common mistakes

  • Always select a profile before sending the first prompt of a session. Profile selection does not apply retroactively.
  • Upload gallery media before you expect the assistant to show or apply it.
  • Expand Conversation memory summary before relying on those cues to shape a reply.
  • Save useful outputs immediately; unsaved chat content cannot be recovered later.

Next steps after troubleshooting

  1. Turn saved prompts into templates
    • Open your prompt library and edit the saved prompt to add placeholders (dates, campaign names).
    • Use the prompt in Calendar > New post to generate platform drafts.
  2. Build a prompt library workflow
    • Save several on‑brand prompts for common tasks (captions, campaign briefs, creative briefs).
    • Assign owners so teammates know who maintains each prompt.
  3. Reuse artifacts in sessions
    • Reopen the AI session from Home to continue a draft.
    • Load saved prompts or selected artifacts into the active session before sending new prompts.
  4. Add gallery and plan signals
    • Upload final assets to Workspace gallery inventory and add short plan notes to Current workspace plan.
    • Use these signals to ensure future replies stay on brand.

Verification checklist

  • Selected profile context and Conversation memory summary are visible in the assistant panel.
  • Assistant replies reference selected profile, plan cues, or gallery media.
  • Saved prompts or chat artifacts appear in the prompt library or artifacts view.
  • You can reopen the session later and continue with the same context.

Conclusion

This guide fixed common issues that stop workspace context from applying and outlined next actions to save and reuse outputs. Once Selected profile context, Conversation memory summary, and Workspace gallery inventory are visible and working, generate a reply, save it as a prompt or artifact, and then use it in Calendar > New post or reopen the session to continue.

FAQ

Quick answers

Set workspace context by uploading brand assets and writing a short style guide inside the Home assistant. Define default tone, preferred vocabulary, target audience, and example outputs. Save as a workspace profile, then select it before drafting so all generated content follows brand rules.

Yes. Use the Home assistant's session history and Continue function to pick up a draft, then highlight useful outputs and save them as re-usable prompts or creative artifacts. Tag by campaign and workspace so team members can reuse, iterate, and maintain consistent messaging across channels.

Copy the preferred output, clean and parameterize placeholders (audience, CTA, channel), then save it to the prompt library or assets folder with descriptive tags, tone settings, and usage notes. Test variations, assign ownership, and lock the item to the workspace context so every campaign uses the approved template.

Next step

Stop coordinating around the work

If your team spends more time chasing approvals, assets, and publish details than creating better posts, the problem is probably not your people. It is the workflow around them. Mydrop brings planning, review, scheduling, and performance into one calmer operating system.

Clara Bennett

About the author

Clara Bennett

Brand Workflow Consultant

Clara Bennett joined Mydrop after consulting with enterprise brand teams that were tired of choosing between speed and control. She helped redesign review systems for regulated launches, franchise networks, and agency-client partnerships where every stakeholder had a real reason to care. Clara writes about brand workflows, approval design, governance rituals, and the practical ways teams can reduce review friction while keeping quality standards clear.

View all articles by Clara Bennett