Memory Inspector
The Memory Inspector is a read-only lookup: it shows you what the system has retained about a single advisor, by email. It sits in Compliance because what the agents remember about a relationship shapes what they say about it, and you want a clear way to check that.
Looking Up an Advisor
Enter an advisor's email to pull up their record across three tabs. Memories shows the facts that have been recalled about them. Properties shows the structured details on their record, the same kind of fields your CRM would hold. Smart Recall lets you ask a free-text follow-up question about that advisor and see what comes back.
A handful of example advisor lookups are built in, each tagged with a firm and tier, along with a few suggested questions, so you can try the tool immediately without needing a real advisor's email on hand.
Smart Recall is selective by design. An empty or thin answer doesn't mean there's no data on that advisor: it means the question didn't surface anything. Rephrase, or check the Memories tab directly, before concluding there's nothing there.
Related
- Governance Rule Packs: the rules that govern what agents can say, separate from what they remember.
- Compliance Audit Log: the record of outbound and approval actions.