Manage client context for Mimo Associate
Associate adapts to each client based on the context you provide. The more context you add, the more relevant its suggestions and analysis become. Use client context to guide supplier handling, account coding, adjustments, and review outputs.
Where to manage client context
From Associate Home
Open the client account and go to Associate → Home.
In the left-hand sidebar, select Client context.
Click Add context to enter information about the client.
From Settings
Open the client account and go to Settings → Client context.
Click Add context to enter information about the client.
What to include in client context
Client context can include any information that helps Associate make better suggestions for that client. This often includes:
the client’s industry and business model
recurring suppliers and how they should be handled
materiality and review preferences
month-end processes and posting preferences
key contacts and how to coordinate with them
The most useful context is specific to the client and clearly explains what should happen in a particular scenario. If a rule has exceptions, it’s helpful to include those as well. It’s also important to keep client context up to date so Associate doesn’t continue using outdated guidance.
View memories
Associate stores client context as memories. A memory is typically a short, specific statement that can be reused later when similar work comes up again.
In practice, good memories are:
Client-specific - they clearly refer to the client
Actionable - they describe what should happen
Trigger-based - they explain when the rule applies
To review them, open Client context and click View memories. This lets you see what Associate remembers and uses when making suggestions across the workflow.