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Company memory

Memory agents can use and can't leak

Capture from meetings, email, documents and chat. The Curator files and links each item. A person accepts new knowledge before agents rely on it. Search respects each person's permissions.

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Capture

What your company already says, in one place

Agents start from zero when nothing is shared. Company memory gives them what your people already know.

01

Meetings

What was said and decided, linked to the customer or deal it was about.
02

Email

Shared mailboxes, and a person's own mail only when they opt in.
03

Documents

From the shared drives you connect.
04

Chat

From the shared channels you connect.
05

Opt-out purges

A person who opts out has their captured items removed, not just hidden.
06

Search within permissions

Each person sees only what they may read. An agent sees only what the person it acts for may read.
Curation and review

Filed by the Curator. Accepted by a person.

Captured items are sorted and linked for you. New knowledge is quarantined until a person accepts it.

  1. 01
    File

    The Curator files each item where it belongs.

  2. 02
    Link

    It links the item to the customer or deal it concerns.

  3. 03
    Extract

    It pulls out the decisions, so nobody has to search a transcript for them.

  4. 04
    Review

    New knowledge waits in quarantine. Agents cannot rely on it until a person accepts it.

knowledge / waiting for review (example)
New decisionQuarantined
Decision
Acme moves to quarterly invoicing from next renewal
Source
Renewal call with Acme
Linked to
Acme (customer), Acme renewal (deal)
Filed by
Curator
Visible to
People who can read the Acme account
RejectAccept

Frequently Asked Questions

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