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Intelligence Foundation
Your intelligence foundation is 0% complete. Scotty will use this context for all decisions.
Scotty needs more context to make strategic judgments. Please complete at least Sections 1–3.

Company Basics

The foundation. Every agent needs to know who you are before it can write or strategise on your behalf.

If you don't have a public tagline yet, write the sentence you'd use in a cold email intro.

Contact People

The real people outreach emails and messages are signed by. At least one contact is needed before Pat will send outreach — without it agents have no real name to sign with. Add up to five (execs, managers) and pick who an email is sent as when you send it. This doesn't affect your completion score above.

Contact 1 — primary (required)

Required on commercial email under CAN-SPAM/GDPR/CASL. Every email sent through Pat automatically includes this in its compliance footer — set it once here.
Contact 2 (optional — another exec or manager)
Contact 3 (optional — another exec or manager)
Contact 4 (optional — another exec or manager)
Contact 5 (optional — another exec or manager)
Every agent writes your emails, posts and ads in this language and spelling (for example colour vs color), so customers never see the wrong variant. Leave blank and agents will assume nothing.

Your Customer (ICP)

Who you're actually writing for. The more specific you are here, the better every agent performs.


This is the most powerful input — agents use this voice to write copy that feels like it reads their mind.

Positioning & Voice

How you show up in the market — and how you don't. This shapes every word agents write.

Complete the template: "We help [ICP] achieve [outcome] without [frustration]."
Be honest — these must be real differences, not marketing fluff.
Professional Casual Direct Warm Technical Provocative Contrarian Educational Urgent Calm Bold Humble
Agents will avoid anything listed here in all generated content.

Competitive Landscape

Map your competitive world. This context lets agents position you sharply against alternatives — not just generically.


This feeds directly into Scotty's strategic brief generation — the gaps you name become opportunities we exploit.

Strategic Objectives

Where you're focused right now. Scotty uses this to prioritise which type of output makes sense for every brief.

Even if it was accidental, tell us what has worked. Agents will bias toward those formats.
SEO Paid Search LinkedIn Email Content / Blog Partnerships Events Referrals Social Other

Traction & Social Proof

The numbers and names that make decks and pitches credible. Used by the Deck Maker, Sales agents, and content agents to add real proof to every output.

Used in traction slides and sales decks.
One customer per line. Agents use this for logo slides and social proof sections.
These appear in proof slides, case study sections, and outreach copy.

Ready to activate your intelligence foundation?

Complete all 6 sections and save — Scotty will use this context for all decisions.