Who owns what
“Which projects is Anna working on, and who else is involved?”
Answers from the graph of people and projects, with the history: who joined when and who handed over to whom.
The questions a team asks in the first weeks are predictable: who owns what, what was agreed, what happened this week. Here is what the brain does with each — and what it is built from.
Illustrative questions and answers. Client names are invented; the features and results are real.
“Which projects is Anna working on, and who else is involved?”
Answers from the graph of people and projects, with the history: who joined when and who handed over to whom.
“What did we agree with Northwind on pricing?”
Finds the decision in the thread or call where it was made, and quotes the original message.
“Where is the latest version of the Northwind brief?”
Returns the file and who last changed it — not five files with similar names.
“How do we handle refunds for annual plans?”
A separate entry point for new joiners with policies, processes and precedents.
“Summarise yesterday’s call with Northwind and list the follow-ups.”
Summary, decisions and follow-ups from the transcript, linked to the client. For one client this cut post-call processing by 80–90%.
“What did the team get done this week?”
What moved, what stalled and who was involved, posted to a channel on a schedule — daily or weekly.
“Get me ready for tomorrow’s call with Northwind.”
Thirty minutes before the call: client history, open tasks and latest messages, in a short brief.
“What are clients complaining about this month?”
Recurring themes, pain points and product ideas from client communications, weekly.
“Draft a proposal for Northwind based on our last two calls.”
Collects the inputs from the chat and transcripts, applies your pricing logic and produces a branded proposal. Preparation time down 70–90% for a payments company.
“Prepare the standard contract for the Northwind scope.”
A standard contract from the agreed terms, in minutes instead of hours. Non-standard deals still go to a lawyer.
Yes. It drafts from the last calls and messages with the client and applies your pricing logic and template. For a payments company this cut proposal preparation time by 70–90%.
No. It reads the transcripts your recorder already produces and turns them into summaries, tasks and follow-ups, then links them to the client and project.
That is what it is built for. Questions like “who owns this client” or “who worked on the onboarding bot last spring” are answered from the graph and checked against the original messages.
It says so and shows the closest sources it found, rather than guessing. Every answer carries its sources so you can check.
Book a demo. We’ll show the brain on our company, then map which of these would pay off first for yours.