Last verified: October 7, 2026
What You Can Now Do
Context Memo now lets you add and configure your own custom sections in the dashboard navigation, so you can organize your workspace according to your needs. The left-side navigation is no longer a fixed list. If your week starts with competitor share of voice, moves to citation tracking, and ends with memo publishing, you can group the dashboard around that sequence and name the sections the way your team already talks about the work. The practical change is handoff. When a new analyst joins the workspace or a reporting cycle moves to someone else, you point them at a section that matches the process instead of walking them through a menu that was ordered for someone else.
Where It Is in Context Memo
Open your dashboard settings. There's a new card in the dashboard configuration UI for navigation structure. That card shows the sections currently in your left-side navigation, including any custom ones you've created, and gives you the controls to add, name, and configure them. All navigation changes are made from this card, and they take effect in the dashboard navigation for your workspace.
How to Use It
- Go to dashboard settings and open the navigation card. You'll see your current navigation structure listed as it appears in the left-side menu.
- Add a custom section. A new, empty section appears in the structure list, ready to be named.
- Name the section after the workflow it serves, not the feature it contains. "Weekly scan review" and "Q4 competitive audit" survive a team handoff better than "Reports".
- Configure which navigation items belong inside the section. The structure list updates to show what sits where.
- Save, then reload the dashboard and check the left-side navigation. What you configured in settings is what your team sees.
- Repeat for each stage of your process, and revise the sections when the process changes. Treat the navigation as something you maintain, the same way you maintain prompt sets and competitor lists.
Why We Built It
Teams told us they were working around a fixed navigation structure. The dashboard assumed one order of operations, and most customers run several at once: a monitoring routine, a competitive review, a publishing queue, often owned by different people on different cadences. The cost was small per click and large per quarter. New users needed a tour before they could find anything, recurring reporting work meant scrolling past items nobody on that cadence uses, and the workspace never reflected how the team was actually organized. Custom sections remove that gap between your process and your screen.
What It Does Not Do Yet
Custom sections change layout, not access. Creating a section does not grant or restrict permissions, and it does not change what data a user can open once they click through. If you need to separate who sees what, that remains a permissions question, not a navigation one.
The structure is also configured only from the settings card. There is no editing directly from the navigation bar itself, so plan on making changes in settings and verifying them in the dashboard afterward.
Finally, custom sections organize what already exists in your workspace. Adding a section doesn't create scans, memos, or competitor sets. If a section looks empty after you configure it, the gap is upstream in your setup, and the fastest check is to confirm the underlying items exist before reworking the navigation again.