If you switched AI tools on Monday, what would you lose?
Most firms keep their AI context inside one vendor's product without deciding to. Why that matters, and how to keep your company memory portable.
What we learn putting sales follow-up, back office systems and AI to work, first in our own businesses and then in our clients'.
Most firms keep their AI context inside one vendor's product without deciding to. Why that matters, and how to keep your company memory portable.
Rules passed on by word of mouth drift. Rules written without a reason get broken at the edges. A simple format that works for staff and AI alike.
The client told sales everything delivery needed to know. Delivery never heard it. A walk through one handoff and a five-line fix.
The memory features in ChatGPT, Claude and Copilot remember a person. A firm needs its AI to remember the firm. Here is the difference in practice.
Every new chat starts from zero, so teams spend the first ten minutes re-explaining. Questions and answers on why it happens and what helps.
Models guess when they lack a fact, and they guess with confidence. A short verified-facts page fixes the internal facts. It does not fix the rest.
If every question in your company ends with someone calling the owner, the business has a manual. It just lives in one person's head.
AI drafts that sound right and get your policies wrong usually have one cause. The model has never been told how your company works.