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Quickstart

This guide walks you through the essential steps to start context engineering with XOOS.

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Prerequisites

  • Access to a XOOS account
  • A set of source documents (training materials, procedures, etc.)

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Step 1: Upload Your Knowledge

Start by collecting your raw materials in the Knowledge section.
  1. Navigate to Knowledge in the sidebar
  2. Click Upload or Create Document
  3. Add your training documents, SOPs, templates, and reference materials
  4. Categorize each document (Support Article, SOP, Policy, Template)
Don’t worry about formatting at this stage. The goal is to get everything into one place. You’ll process it later.

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Step 2: Create Your First Workstream

Workstreams are your top-level categories.
  1. Go to Context Engineering > Workstreams
  2. Click Create Workstream
  3. Enter a name (e.g., “Customer Support Chat”)
  4. Select the type (Inbound, Outbound, or Background)
  5. Click Create

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Step 3: Add Contact Drivers

Contact drivers represent the main reasons someone would reach out.
  1. Open your workstream
  2. Click Add Contact Driver
  3. Enter a name (e.g., “Order Issues”)
  4. Add a description explaining what this covers
  5. Click Save

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Step 4: Define Scenarios

Scenarios are specific situations within each contact driver.
  1. Open a contact driver
  2. Click Add Scenario
  3. Enter a name (e.g., “Cancel Order”)
  4. Add a description
  5. Click Save
Map your raw materials to the scenarios where they’re relevant.
  1. Open a scenario
  2. Click Link Knowledge
  3. Select the relevant documents
  4. Click Add

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Step 6: Create a Step Guide

Now create the AI-ready content for each scenario.
  1. Go to Knowledge > Step Guides
  2. Click Create Step Guide
  3. Reference your linked knowledge documents
  4. Write step-by-step instructions
  5. Click Save

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Step 7: Connect to the Scenario

Link your step guide to its scenario.
  1. Open the scenario
  2. Click Link Step Guide
  3. Select your guide
  4. Click Confirm

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You’re Ready!

Your first scenario is now fully context-engineered:
  • Raw knowledge collected
  • Hierarchy defined
  • Knowledge mapped
  • Step guide written
Repeat this process for each scenario in your domain.

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Next Steps