Choose the task that belongs beside the host application
Begin with the action a customer needs while working in another product. Decide what the companion shows there and what remains in your owned application. A focused panel may provide context, guidance or access to an approved record without recreating the entire SaaS interface. Define the supported host pages and the context that connects them to a workspace. Agree what the companion does when it cannot identify that context, rather than silently selecting an unrelated account or record.
