01 · Client memory
Mesa remembers what your team knows about each client
Mesa reads your emails, files, and meeting notes. It keeps the facts about each client and about your firm, and it records where each fact came from.
Kepler account
Client memory
Sources read
- Meeting notes12 Aug
- Investment policy statementSigned copy
- Email3 Sep
- Email9 Oct
Facts kept
- Preference Prefers quarterly reviews in person. From: Meeting notes, 12 Aug
- Risk Risk profile: moderate. From: Investment policy statement
- People Main contact: Maria Chen, CFO. From: Email, 3 Sep
Every fact has a source.
Mesa keeps short facts, each linked to the email, file, or note it came from. Your team gets the answer and the proof.
A person decides when Mesa is unsure.
Facts that Mesa is not sure about wait for a person. Mesa never merges two clients or two contacts on its own.
No answer is better than a wrong one.
When Mesa cannot find good facts, it says so. It does not fill the gap with a guess.