Customer memory
Remember the customer, not just the conversation.
What they bought, what they have asked before, what was promised, how they prefer to be dealt with, and whether the relationship is going well. Structured facts with a summarised history — not an AI that vaguely recalls something.
Facts first, summary second
The plan, the value, the open cases and the promises are fields. The narrative is generated from them. A memory that is only a generated narrative will eventually invent something about a real customer.
It survives people leaving
Most customer memory in a small company lives in one account manager's head. This is the version that is still there after they resign.
Owned elsewhere, shown here
The contact and the company belong to your customer record; the invoices belong to your finance system. This holds the service relationship and references the rest rather than duplicating it.
In this area
7 pages under Customer memory.
Each one is its own surface in the product, and each one is here because it does something the others do not.
The customer profile
One page that explains a customer before you speak to them.
ReadService history
Every previous case, summarised rather than archived.
ReadStructured facts
The things that must be exactly right, held as fields.
ReadPreferences
How this customer wants to be dealt with.
ReadEntitlements
What this customer is actually entitled to.
ReadAccount notes
The context that never fits in a field.
ReadRelationship summary
Where this relationship stands, in a paragraph, with its evidence.
ReadThe rest of Resolivo
This is one part of one loop.
Take better care of every customer.
Give your team the context, knowledge and AI they need to resolve problems properly — and know who needs attention before they ask.
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