Overview
Triple Whale’s AI General Knowledge section in Settings gives you a powerful way to customize how the platform understands your business. While many fields already come with smart defaults, you can use this area to add additional context that reflects the unique reality of your brand.
This is especially valuable for features like Moby, which rely on both your data and your business assumptions to generate helpful, strategic answers.
Key Benefits:
Tailors Moby’s answers to your actual business model
Reduces the need to repeatedly explain your assumptions
Improves accuracy for forecasting, profitability analysis, and strategic prompts
Helps Triple Whale "think" more like your team would
Get Set Up
To add your custom business knowledge:
Go to the Settings tab in Triple Whale
Click on the AI General Knowledge section
In the Knowledge section you’ll see a set of default assumptions already filled in
Use the open-ended text area to add any unique context about your brand, such as:
“We only consider LTV over a 60-day window due to product lifecycle.”
“Meta is used 80% for prospecting—retargeting is mostly via email.”
“Our high AOV is driven by bundles, not single-SKU purchases.”
“CAC needs to stay below $45 or we pull back spend.”
“We run biweekly promotions that temporarily spike revenue but lower margin.”
Click Save – your additions will immediately enhance how Moby and other tools respond to prompts and generate recommendations.
Best Practices
Think like a strategist. What would you explain to a new analyst about your brand? Put that here.
Don’t worry about formatting. Write naturally. Bullet points, sentences, whatever’s clear.
Update when things change. This isn’t a set-it-and-forget-it section. Keep it fresh as your business evolves.
Focus on exceptions. If something about your business differs from industry norms, that’s what belongs here.
Example Use Cases
“What’s our expected MER if we increase Google spend by 20%?”
✅ With your margin thresholds and acquisition strategy added to Business Context, Moby gives a more tailored forecast.
“Why did our LTV flatten this quarter?”
✅ If your Business Context notes a product launch or change in retention flow, Moby can factor that into its analysis.
“What’s a good CAC for us right now?”
✅ With your custom CAC ceiling entered, Moby evaluates performance through your lens—not a generic one.
Frequently Asked Questions
1. Is this required to use Moby or Forecasting?
No, but it’s highly recommended. The more context you provide, the better the tools can serve you.
2. What kind of info should I put in?
Anything that defines how your business really works; LTV windows, acquisition strategy, discounting behavior, pricing rules, etc.
3. Does this overwrite existing data?
Not at all. This is context, not replacement data. It sits alongside your actual performance metrics to improve interpretation.
4. Who should fill this out?
Someone who understands your overall strategy, typically a founder, head of growth, or media buyer with strategic insight.
5. Can I edit it later?
Absolutely. You can update your Business Info at any time as your priorities or business model shift.