Client memory
A client's memory is a journal of what Templi should remember about them as a person: concerns, goals, decisions, objections, life changes and why a recommendation was made. Templi adds an entry when you ask it to remember something, and reads the journal for background whenever it works on that client.
Where to find it
On the client's client hub, the What Templi remembers section of the About panel shows the three newest entries. Click one to read it, or click See all to open the journal.
A Remembered line on the client's Activity tab opens that entry.
URL:
https://app.templi.ai/clients/<client>/memory. One entry opens at/clients/<client>/memory/<entry>.
Read the memory journal
The Memory journal lists entries newest first, with the number of entries. Each entry shows its title, date and summary, and who added it.
Each entry is labelled with its type, which is Note, Fact find, Document, Meeting or Import. Tags show what kind of information it holds.
Personal interest, Family event or Life change
Concern or Vulnerability
Goal or Risk attitude
Recommendation, Decision or Objection
Open an entry to read it in full. Under Why this was remembered you see the reason for keeping it and the files it was read from. Click a source to open it.
Add something to memory
Tell Templi in a chat about the client. It only writes an entry when you ask, never on its own. For example, on Sarah Winters' hub:
Remember that Sarah is worried about paying for her mother's care and wants to keep money aside for it.
Make a note that Sarah turned down a drawdown recommendation because she wants a guaranteed income.
Templi records what you asked it to keep, with the reason and where it came from. It leaves out figures, dates and policy details, because those belong in the fact find and the client's files.
How Templi uses it
Templi reads recent memory for background when it chats about the client, writes a document or fills a form, so a recorded objection or goal carries into the next piece of work. You can also ask about it directly:
What do we know about Sarah's attitude to risk, and what did she push back on last time?
The fact find and the client's files take priority over memory. Where an older entry disagrees with them, Templi uses the fact find or the file and tells you about the difference.
Memory belongs to one client. For guidance that applies across your whole firm, add a knowledge entry instead.