Fact · Whole organizationTidewell pays on the 15th of each month.Suggested by the Agent from 4 conversations
Rule · SalesOffer annual billing before any discount.Suggested by the Agent from 6 conversations
Rule · PurchasingOrder kits from Novari while Stellan is out of stock.Replaces: Always order kits from Stellan.Suggested by the Agent from 3 conversations
Tidewell paid on the 15th again. Don't chase them before then.Lena Ortiz · 14 Oct
Summarize my calls from today.Dana Whitfield · 3 Nov
Before you offer 10% off, try annual billing first.Omar Haddad · 21 Oct
Stellan is out of Pro kits until December.Mei Tan · 6 Nov
Which invoices are late this week?Lena Ortiz · 10 Nov
Quillon took annual billing, no discount needed.Dana Whitfield · 29 Oct
Draft a reply to Ana Silva about the demo.Priya Nair · 5 Nov
Hold the Tidewell reminder until the 15th.Lena Ortiz · 17 Sep
Arcwell signed for a year instead of asking for a discount.Dana Whitfield · 8 Oct
Move the team meeting to Thursday.Omar Haddad · 4 Nov
Ordered the kits from Novari this time.Mei Tan · 7 Nov
Book the room for the Olivar visit.Rafael Costa · 6 Nov
Draft the Sunmark quote with annual billing up front.Priya Nair · 30 Sep
Tidewell's payment came in today, the 15th as usual.Omar Haddad · 15 Aug
How many Starter kits are on hand?Elif Demir · 9 Nov
Let's stop opening with discounts.Omar Haddad · 12 Sep
Add Tomás Reyes as a contact at Windrose.Mei Tan · 2 Nov
Novari delivered in four days. Use them till Stellan is back.Elif Demir · 9 Nov
Send the October statement to Arcwell.Lena Ortiz · 1 Nov
Maya Lindgren says their payment run is mid-month.Dana Whitfield · 2 Nov
Brevio asked for a deal. They took the annual plan.Rafael Costa · 3 Nov
What did Maya Lindgren ask for last week?Dana Whitfield · 11 Nov
Three things the Agent learned from what people told it over two months: that a customer pays on the 15th, from four conversations; to offer annual billing before a discount, from six; and to order from a second supplier while the first is out of stock, from three, replacing an older rule. Pointing at one lights the conversations it came from.
It suggests. You keep.
Suggestions arrive once a day. What you keep, it knows everywhere.
DaybookSettings · Organization memory
Waiting 3Kept 15Dropped 0Suggestions arrive once a day.
FactPeopleElif Demir works Monday to Thursday.Suggested by the Agent from 3 conversations
RuleBookingsKeep Friday afternoons free of customer visits.Suggested by the Agent from 5 conversations
RuleSalesSend a quote the same day it is asked for.Replaces: Send a quote within two days.Suggested by the Agent from 4 conversations
The organization's memory the next day, the three above already kept: three new suggestions wait, a fact about who works which days, a rule for bookings and a rule for quotes that replaces an older one. Keeping one moves it to Kept.
For everyone, or one team.
Each fact or rule covers the whole business or one area. Add your own in a line.
Settings · Organization memory · Kept
Tidewell pays on the 15th of each month.Fact · from 4 conversationsWhole organization
Offer annual billing before any discount.Rule · from 6 conversationsSales
Order kits from Novari while Stellan is out of stock.Rule · from 3 conversationsPurchasing
Holidays are booked two weeks ahead.Rule · Added by handPeople
One fact or rule the Agent should always knowRemember
The kept memory: the three facts and rules from the first screen, for the whole organization, Sales and Purchasing, and a rule added by hand for People, with a line to remember one more.
And a memory of your own.
Only you see it, it reaches only your conversations, and you can erase it for good.
Your memory
Only you see this, and it reaches only your own conversations.
Keep replies short, with the numbers first.Preference · from 5 conversationsForget
Call Maya Lindgren before a quote goes out.Instruction · Added by handForget
Let the organization's memory learn from my conversationsOn
Erase your memory
A person's own memory: a preference and an instruction, the switch that lets the organization's memory learn from their conversations, and Erase your memory.
Questions
Does learning cost anything?
Suggesting spends AI credits. Nothing counts until it is kept.
Who decides what the business remembers?
Whoever runs your SalexHub keeps or drops each suggestion. What they add by hand counts at once.
Are my own conversations used?
You choose whether the organization's memory may learn from them, in your own memory's settings.
Does it learn from decisions?
Yes. Each decision you close in Reports offers its lesson here.
Teach it once.
Start free, and the Agent starts learning how you work.