Your company's intelligence shouldn't walk out the door.Give it a permanent memory.
Private AI that remembers how your company works.
Workplace Memory builds private AI workforces around your company's knowledge, systems and workflows — so your people can ask questions, find answers, create documents and get work done.
Knowledge → AI → Work
live retrievalCompany knowledge
- Policies
- SOPs
- Product knowledge
- Pricing
- Proposals
- Contracts
- Employee handbook
- Reports
- Google Drive
- Microsoft 365
- Slack
- SharePoint
Memory
Work produced
- Answer with sourcesready
- Reportready
- Proposalready
- SOPready
- Employee letterready
- Briefingready
- Workflowready
The knowledge problem
Your company already has the answers.
The problem is finding them, trusting them and putting them to work.
- Experienced employees
- Old proposals
- Shared drives
- Email threads
- SOPs
- Spreadsheets
- Meeting notes
- Product documents
- Policies
- Thousands of past decisions
When someone leaves, you don't just lose a person. You can lose context.
- Why a process exists
- How a client prefers to work
- Which price was approved
- Where the latest template lives
- What exception was agreed upon
- What the team learned the hard way
Fragmentation
- People
- Folders
- Documents
- Systems
- Spreadsheets
One retrieval layer over everything the business already knows.
From human memory to company memory
Think of it as your company's private memory.
A business should not depend on one person's recall to answer the same question for the hundredth time.
The system captures and organizes authorized knowledge, so employees stop hunting through folders, asking three colleagues or waiting for whoever “knows how it works.”
Before
“Where is the latest proposal?”
Ask Sarah.
“Where is the policy?”
Check the shared drive.
“What's the approved price?”
Ask Sales.
After
Up to 12% is pre-approved for a three-year commitment above $60,000 in annual contract value. Anything beyond that threshold requires Finance sign-off before the proposal is issued.
Enterprise Pricing Policy
Section 3 · Updated Feb 2026
Sales Playbook
Page 22 · Approved by Finance
Every answer carries its evidence, so employees can verify before they act.
The product
It retrieves. It understands. Then it does the work.
A single interface for the whole organization: ask a question, get a sourced answer, then turn that answer into a finished company document.
Ask Workplace Memory
Enterprise Client Onboarding SOP
Page 8 · Updated March 2026
Sales Operations Manual
Section 4.2
Workplace Memory
Drafting using your approved company template…
- Template: Sales one-pager v4
- Source: Onboarding SOP
- Brand: Northstar Manufacturing
Enterprise Client Onboarding Checklist
- 1. Commercial handover call within 2 business days
- 2. Legal and security review package sent
- 3. Account and permissions provisioned
- 4. Data migration plan confirmed
- 5. Enablement session scheduled
- 6. 30-day success review booked
Knowledge layer
Two ways to give your AI the knowledge it needs.
Some knowledge should be curated deliberately. The rest already lives in the systems your teams work in every day. Both paths feed the same retrieval engine.
01
Private knowledge base
Bring the company's documents into one intelligent knowledge layer — structured by department, versioned, and searchable with citations.
- DOCX
- XLSX
- PPTX
- CSV
- TXT
- HTML
- Images
Knowledge ingestion
- Employee Handbook.pdfIndexed
- Leave Policy.pdfIndexed
- Sales Playbook.pdfIndexed
- Enterprise Pricing.xlsxIndexing
02
External connectors
Nothing has to move. Your AI connects to the tools your teams already use, then keeps its index current as documents change.
- Google DriveConnected
1,842 items indexed
- Google DocsConnected
412 documents
- Google SheetsSyncing
68 spreadsheets
- Microsoft 365Connected
Tenant linked
- SharePointConnected
9 sites
- OneDriveIndexed
1,106 files
- OutlookConnected
Shared mailboxes
- SlackConnected
38 channels
- TeamsSyncing
14 teams
- NotionIndexed
231 pages
- ConfluenceConnected
6 spaces
- DropboxConnected
742 files
- GitHubIndexed
12 repositories
Need another system?
Salesforce · HubSpot · Jira · Asana · QuickBooks · Custom APIs
Grounded answers
It doesn't just generate. It looks things up first.
Workplace Memory searches relevant authorized information before generating an answer. Technical teams call this Retrieval-Augmented Generation, or RAG.
01
User question
An employee asks in plain language.
02
Search authorized sources
Only what that person may see is searched.
03
Retrieve relevant information
The most relevant passages are pulled.
04
Check permissions
Access is verified again before anything is used.
05
Send context to AI model
The model receives facts, not guesses.
06
Generate answer
Written in your company's language.
07
Show sources
Every claim traces back to a document.
Permission-aware AI
Your AI should know what you know — and what you're allowed to know.
Not every employee should see every piece of company information. Select a role to see how retrieval changes.
Signed in as
CEO
Broad authorized company access
Authorization is enforced before protected information is provided to the AI model.Security is not left to a prompt.
Retrievable
- Management
- Finance
- HR
- Sales
- Operations
Blocked
- Individual employee medical records
AI workforce
Don't give your company one chatbot. Give every department an AI specialist.
A single generic assistant tries to be everything. We configure distinct agents around the functions your organization actually runs on — each with its own knowledge, permissions and approved tools.
HR Agent
Always-available HR knowledge and document assistant.
Knows
- Policies
- Handbook
- Recruitment
- Employee procedures
Can
- Answer
- Search
- Draft
- Generate
Finance Agent
Works within authorized financial procedures and reporting.
Knows
- Finance policies
- Expenses
- Procurement
- Reporting
Can
- Analyze
- Calculate
- Draft
- Report
Sales Agent
Knows the catalogue, the pricing and the winning proposals.
Knows
- Products
- Pricing
- Proposals
- Sales process
Can
- Research
- Draft
- Quote
- Propose
Operations Agent
Understands how the work actually gets done.
Knows
- SOPs
- Processes
- Operations
Can
- Search
- Guide
- Create
- Report
Executive Agent
Turns authorized company information into decision-ready insight.
Knows
- Authorized company-wide information
Can
- Summarize
- Analyze
- Brief
- Recommend
Build your own AI agent
New function, new agent. Every agent is defined by the same controlled configuration.
- Agent nameset
- Purposeset
- System instructionsset
- Knowledge sourcesset
- Connectorsset
- Toolsset
- Permissionsset
- Approval rulesset
Document intelligence
Ask for the document. Get the first draft.
Retrieval is the beginning. The same engine assembles finished business documents from approved content, your templates and your visual identity.
Prompt
“Create an enterprise proposal for Acme using our current pricing, product information and approved proposal template.”
- Retrieving approved information…
- Checking permissions…
- Loading company template…
- Applying company brand…
- Generating proposal…
Also handles
- Create an employee offer letter.
- Create a monthly management report.
- Prepare a quotation using our current Enterprise pricing.
Prepared for Acme Corporation
Enterprise Deployment Proposal
Prepared in line with ABC's approved enterprise proposal format, current price book and standard commercial terms.
Sourced from
Enterprise Price Book 2026 · Product Catalogue v9 · Proposal Template (approved)
Company voice
Not just what your company says. How your company says it.
We configure the AI around your organization's approved language, tone, formatting and templates — so output arrives looking like it came from your team.
Generic AI
“Dear valued customer, thank you for reaching out regarding your recent inquiry. We are excited to assist you on your journey…”
No terminology · No template · No brand
Workplace Memory
“Dear Ms. Whitfield, following our review of Acme's enterprise renewal, the approved Tier 3 terms and the account's existing service schedule apply as follows…”
Configured
- Company terminologyapplied
- Writing styleapplied
- Approved phrasesapplied
- Document structureapplied
- Brand colorsapplied
- Logoapplied
- Headers & footersapplied
- Signature blocksapplied
- Templatesapplied
Actions & workflows
From answer to action.
Authorized agents can be connected to the business tools your teams already use. Sensitive steps stop and wait for a person.
01
Ask
02
Understand
03
Retrieve
04
Create
05
Approve
06
Act
Example actions
- Generate proposal
- Draft email
- Create report
- Update spreadsheet
- Create calendar event
- Create task
- Update CRM
- Trigger workflow
Human approval
AI does the work. People keep the authority.
“I prepared the client renewal email for Acme Corporation.”
Which operations require explicit sign-off is a configuration decision, made per agent, per tool and per workflow.
Dedicated deployment
This is your company's AI. Not a shared chatbot account.
Every client receives a dedicated AI environment configured specifically for their organization.
Nothing is assembled from someone else's setup, and nothing about the way your business works has to bend to fit a platform.
- ABC Knowledge
- ABC Users
- ABC Permissions
- ABC Agents
- ABC Connectors
- ABC Workflows
- ABC Templates
- ABC Audit Logs
One organization · One environment · One set of rules
Technical architecture
Under the hood.
Enterprise AI infrastructure, without enterprise complexity for your employees. Expand any layer for a plain-English explanation.
- 01Company knowledge
- 02Document processing
- 03Chunking
- 04Embeddings
- 05Vector storage
- 06Permission filter
- 07RAG retrieval
- 08AI orchestration
- 09GPT / Claude / Gemini
- 10Agent
- 11Tool
- 12Action
- 13Audit log
In plain language
Instead of asking an AI model to guess what your company knows, the system retrieves relevant authorized information from your knowledge sources and gives the model that context before it writes a single word. The model is powerful; the facts are yours.
No foundation model is trained on your company data. Your information is retrieved at the moment of the request, under your access rules.
- Next.js
- React
- TypeScript
- PostgreSQL
- pgvector
- Docker
- Secure API integration
- OAuth
- Background workers
- Object storage
The engagement
We build it for you. You put it to work.
This is a done-for-you implementation. Your teams are involved where their knowledge matters — not in configuring software.
Discover
Understand your business, processes and AI opportunities.
Map
Map knowledge, systems, permissions and workflows.
Design
Design your Workplace Memory architecture and AI workforce.
Build
Build the knowledge layer, agents, integrations and workflows.
Deploy
Launch your dedicated AI environment with your teams.
Manage
Monitor, maintain and continuously improve it.
The distinction
Not another chatbot.
An intelligent layer between your people, your knowledge and the business systems where work actually happens.
Generic AI
Knows the internet.
- General knowledge
- No company context
- No company permissions
- Generic responses
- Limited business actions
Workplace Memory
Knows your business.
- Authorized company knowledge
- Your documents and templates
- Your business systems
- Role-based permissions
- Your terminology and tone
- Your workflows and approvals
- Real business actions
- Source citations
- Full audit trail
Business value
Four outcomes executives actually care about.
Save time
Reduce repetitive searching, re-explaining and administrative rework.
Preserve knowledge
Institutional knowledge stays accessible when experienced people move on.
Accelerate work
Questions become drafts, reports, proposals and business documents.
Standardize execution
Everyone works from approved information, templates and processes.
Before
After
Where it goes to work
Where your company can put AI to work.
Built around your business — whatever your industry.
- Professional Services
- Accounting
- Law
- Consulting
- Real Estate
- Financial Services
- Insurance
- Manufacturing
- Logistics
- Staffing
- Healthcare Administration
- Technology
Why us
We don't sell you another tool. We build the AI around your business.
Most software asks your business to adapt to the product. We study how your organization works, then build the environment to match it.
01
Built around you
The architecture follows your departments, documents and decisions — not a template.
02
Private by design
A dedicated environment, explicit permissions and controlled access to every source.
03
Managed for you
We build, deploy, maintain and continuously optimize the system as the business changes.
Engagement models
Your AI is built around your business.
Every deployment is configured around your employees, systems, knowledge, workflows and security requirements. Implementation is a project. Operations is a managed service.
AI Starter
Up to 25 employees
$19,500 implementation
$1,250/month AI Operations & Optimization
- Private company AI environment
- Knowledge base with citations
- Up to 3 connectors
- Up to 2 AI agents
- Document generation
- Role-based permissions
AI Professional
Up to 100 employees
$34,500 implementation
$2,500/month AI Operations & Optimization
- Multiple knowledge bases
- Up to 8 connectors
- Up to 5 AI agents
- Multi-model AI (GPT / Claude / Gemini)
- Approval workflows
- Advanced audit logging
- Ongoing optimization
AI Business
Up to 300 employees
$59,500 implementation
$4,000/month AI Operations & Optimization
- Advanced role-based access control
- Multi-agent orchestration
- CRM and line-of-business integrations
- Advanced document automation
- Usage and quality analytics
- Security hardening
AI Enterprise
Up to 750 employees
Starting at $99,500
$6,500+/month AI Operations & Optimization
- Enterprise integrations and SSO
- Custom agents and workflows
- Enterprise audit and reporting
- Dedicated infrastructure
- Custom APIs
- Priority support
Enterprise+
750+ employees · Custom deployment
For organizations with complex infrastructure, integration, governance or security requirements. The architecture is designed around your environment.
Final pricing depends on users, integrations, workflows, security requirements and AI agent complexity.
Questions
What executives ask us first.
Your company already holds an extraordinary amount of intelligence. It's time to make it accessible.
Let's turn the knowledge, systems and workflows you already have into a private AI workforce built around the way the business actually runs.
No generic chatbot · No one-size-fits-all setup · A private environment for one company