AI Assistant
The assistant now remembers your business between chats
Every conversation used to start from nothing.
Every conversation used to start from nothing. Tell it on Monday that you only sell to trade, and on Tuesday it asks again. It now keeps notes. When you tell it something that will still be true next week - what you sell, when your busy season is, what you call your customers, which tools live outside the CRM, how you like your answers - it writes it down and starts from there next time. There are two sets of notes: one about the business, shared with everyone and editable by admins, and one about how you personally work, private to you. Ask it “what do you remember about us?” and it will tell you, exactly. Tell it to forget something and it forgets it, and says which lines went. Two deliberate limits. The notes are capped - when they fill up, older ones are compressed rather than allowed to grow - so this costs a rounding error per message rather than a little bit more every day forever. And it remembers facts, never instructions: anything phrased as a standing rule (“always do X”, “never ask before Y”) is refused. That’s not fussiness. Notes get written from things it read in your records and emails, and a remembered instruction would be a way for text someone else wrote to change how the assistant behaves in your chats, weeks later, with nobody watching.