One memory for your whole team.
Everything your team collectively knows about a client — agreements, preferences, history — available to everyone, with private notes kept private. The shared institutional memory that doesn't walk out the door when someone leaves.
Three layers: personal, client, company
Private observations stay yours alone. Everything the team knows about a specific client is shared at the client level. And company-wide facts — your standard terms, approval thresholds, pricing tiers — sit at the company layer, where every member's assistant treats them as background truth when checking a claim.
- Personal notes stay private to you
- Client knowledge shared across whoever touches the account
- Company facts every teammate's AI knows by default
Catch the team contradicting itself
When two teammates tell the same client different things within a short window — conflicting prices, dates, or commitments — it's flagged to both, and to the manager. A coverage map shows every important relationship, who owns it, its health, and any active risk, so 'who should reach out to Acme this week?' is answered without a meeting.
- Conflict detection across teammates messaging one client
- A relationship coverage map: owner, health, risk at a glance
- A team activity feed that replaces the standup question
Knowledge that doesn't leave with people
When someone is reassigned or leaves, their relationship knowledge can be promoted from personal to shared — with their consent — and the new owner gets a full briefing from memory. No relationship history walks out the door; the institutional memory stays with the company.
- Handoff protocol promotes private knowledge to shared, with consent
- The new owner is briefed automatically from accumulated memory
- Deal rooms: a shared space per client with threads, commitments, risks
Good to know.
Is team memory available now?
It's coming soon. Everything else — the brief, risk alerts, relationship health, commitments, memory, meeting briefs and autopilot — works today for individuals. Team workspaces build on that same foundation.
How is privacy handled across a team?
By design: personal memories are scoped to you and never shared. Only client-level and company-level knowledge is visible to teammates, and handoffs require consent before private notes are promoted.
Can clients see any of this?
No. It's internal to your team. Deal rooms can optionally include a read-only view for external stakeholders, but only what you explicitly choose to share.
See it on your email.
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