Closed-loop ingestion + retrieval + pattern-detection for 1-50-person teams. Captures everything your company says and does across meetings, customer conversations, support, CRM, email, docs, and Slack — turns that corpus into a queryable knowledge layer with citations, retention, redaction, and access control built in. ## What's included - **Meeting capture** — Zoom, Google Meet, Otter, Fathom, Granola integration - **Customer-conversation ingest** — Intercom, Front, Help Scout, Zendesk - **Support-ticket sync** — same systems + ticket lifecycle events - **CRM activity stream** — HubSpot, Pipedrive, Attio, Salesforce - **Doc + Slack indexing** — Notion, Google Drive, Slack channels with permission preservation - **Citation-backed retrieval** — every answer links back to its source(s) - **PII redaction** before storage — names, emails, phone, card numbers, SSNs - **Retention enforcement** per data type — auto-delete past your policy window - **Consent-jurisdiction gating** — different rules for EU / California / Brazil records - **Cross-tenant access control** — agency / fractional-COO use cases - **Pattern detection** — "every customer who churned mentioned X in week 2" ## Limitations - **Not a CRM/helpdesk replacement** — pairs with existing tools, doesn't replace them - **Requires source-system credentials** to ingest — read-only OAuth where possible - **Storage costs scale with corpus size** — large companies should size before turning on full ingest - **English-first** — multilingual support is starting templates - **Pattern detection** improves with corpus age — fresh installs need 60-90 days to find non-obvious patterns ## Best fit 1-50-person SMBs, fractional-COO firms, and PE operating partners who need cross-portfolio visibility. Especially valuable for fractional / part-time operators who can't be in every meeting — the agent gives them the queryable corpus they need to advise without attending. YC RFS Summer 2026 thesis #15 (AI Operating System for Companies) at SMB scale.
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