Every client gets a shared memory your whole team's AI can read.
Create a space for each client. Put in how they like to be written to, the rules that apply and what was decided. Connected assistants read the approved notes, so work sounds the same whoever asks.
In a space
Three things people would put in a space.
Voice and rules
Plain and warm. Short sentences. Never name competitors in copy.
Key facts
The main contact is the operations lead and prefers email. The fiscal year starts in April.
Decisions
Reports are one page. Long reports were rejected in March.
These are examples. Nothing is added to your space for you.
Honest note
We are early.
Best for small agencies and service teams. We are early, so keep real client secrets and passwords out of it.
Also for: startup and product teams.
Try it with one space.
Create an account, make a space, and connect an assistant. Tell us what is missing.