01
Set up the organisation
Name, departments, roles and the people who work here. Assign them to each customer.
Organisation memory
Memory your toolscan ask, not store
Connect organisation WhatsApp and email. File each customer’s notes separately. Then Cursor, ChatGPT or Claude look it up under the same permissions as the website.
What stays in Context
One organisation. Separate customer boxes. Permissions that travel with every ask.
Organisation inboxes never mix with customer knowledge. Disconnect Gmail or WhatsApp at any time. An AI tool only sees what that person is allowed to see.
How it works
Three steps. Then it stays quiet.
02
Keep customer knowledge
Notes and files stay in that customer’s box. Organisation inboxes remain separate.
03
Ask from any AI tool
One key. REST or MCP. The tool only sees what that person is allowed to see.