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Centralized customer context

The /dashboard/context page is the single source of truth for everything your agents read before they act. It surfaces buyer personas, company knowledge entries, linked Loom recordings, Slack thread captures, tracked competitors, and active skill references — all editable inline, all scoped to your workspace. Context dashboard Every card on this page supports add, edit, and delete. Changes persist immediately via Convex reactive mutations. RBAC is enforced on every write — operator role and above can edit; viewer role is read-only. Paste a Loom URL or a Slack thread URL into the capture panel and BossMode infers the kind (loom, slack, notion, github, or other), records a title and optional notes, and stores it with a timestamp.
POST /api/pro/links/capture
x-bossmode-token: $BOSSMODE_API_TOKEN

{
  "url": "https://www.loom.com/share/abc123",
  "notes": "Customer walkthrough — pain points at 4:32"
}
The response returns the capture record immediately. Recent captures appear in the context panel with copy-link and delete actions. Link capture panel

Competitive research engine

Track competitors and let agents surface weekly intel deltas. Each competitor entry records a name, URL, notes, when tracking started, and the latest AI-generated summary. The scan action is pluggable — it ships with a stub provider that returns structured metadata without hitting external URLs. Wire a real search provider (Exa, Tavily, etc.) by setting the appropriate env var.
POST /api/pro/competitors/:id/scan
The /dashboard/competitive page lists every tracked competitor alongside the latest summary and a re-scan button. Competitive intel view

API reference

MethodRouteDescription
POST/api/pro/links/captureCapture a Loom, Slack, or other URL
POST/api/pro/competitorsAdd a competitor
DELETE/api/pro/competitors/:idRemove a competitor
POST/api/pro/competitors/:id/scanTrigger a competitive scan
All routes require x-bossmode-token and at least operator role.