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Learn Subcontext

Short walkthroughs and step-by-step guides to every part of the platform.

Building with Subcontext? The developer docs cover website embeds, the API, OAuth tokens and connecting AI assistants. Developer documentation

Walkthroughs and guides

A few minutes each, one feature at a time, and step-by-step guides from set-up to results.

Compliance Testing your agent with compliance checks 2:25

Testing your agent with compliance checks

Run a set of questions, like the FCA Consumer Duty pack, against your agent as real conversations. Each answer is graded and you can read the whole chat.

ComplianceAI agents
Guide · 4 min read Stay compliant when calling and messaging

Stay compliant when calling and messaging

Screen numbers against the TPS register, respect consent and quiet hours, protect people who may be vulnerable, limit what the agent may do and test it regularly.

ComplianceCRMOutreach
Compliance Auditing conversations 3:35

Auditing conversations

See what was blocked, escalated or flagged in every conversation, open the full record of any of them, and download it as a PDF.

ComplianceChatGPT & Claude
Guide · 4 min read Let customers' own AI assistants reach you

Let customers' own AI assistants reach you

Publish a ChatGPT or Claude app, add WebMCP tools to your website, publish an A2A agent card, then see what assistants ask and which leads they bring.

ChatGPT & ClaudeIntegrationsCRMAI agentsCompliance
Compliance Sales flows and the audit log 2:08

Sales flows and the audit log

Set out the steps of your sale and add your own requirements. Each sale is checked as it happens, and the record is kept and locked so you can show it later.

ComplianceAI agents
Compliance Consent and opt-outs 3:16

Consent and opt-outs

How customers opt out by email, text or WhatsApp, where their answers are kept, and how you set the rules every message follows.

ComplianceCRMOutreach
ChatGPT & Claude Selling through AI assistants 2:36

Selling through AI assistants

A customer asks their own AI assistant for life cover, and it buys from you in one conversation. Then see the lead, the chat and each rule it kept.

ChatGPT & ClaudeAI agentsCompliance