What the agent has learned · always under your control
Agent Memory
Learned Preferences
Categorised by domainReservations
"For Arts Club, if requested time is unavailable, accept the closest time within 30 minutes."
Travel
"Prefer morning arrivals into Dubai; direct flights only unless price differential exceeds £1,000."
Checklists
"For UK trips, arrival checklist includes post, utilities, groceries, property check."
Maintenance
"For assets over £10K, schedule proactive service and log completion automatically."
Email
"Never auto-send sensitive emails (legal, financial, investor) without approval."
CRM
"Auto-suggest merges only when match confidence ≥ 90%."
Tone
"Default email tone: Executive — concise, warm sign-off, no jargon."
Audit Trail
Every action · with reasoning| Time | Action | Source | Reasoning | State |
|---|---|---|---|---|
| Today 09:31 | Logged executive summary | Fathom → OneDrive | Matched 'Vizio AI Technical' to client folder rule. | Approved |
| Today 09:18 | Detected 4 duplicate contacts | Odoo CRM | Confidence 91–94% — awaiting approval per rule m6. | Needs Approval |
| Today 09:24 | Drafted reservation email | Reservations Agent | Saturday 1pm; fallback rule m1 applied. | Drafted |
| Today 08:51 | Drafted 3 email replies | Outlook | Priority queue — none flagged sensitive. | Drafted |
| Yesterday 17:40 | Escalated supplier change | Assets Agent | New supplier not on approved list — escalation rule. | Escalated |