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Memory & directives

After every check-in, and whenever a rep says “remember that”, Mapsly AI keeps what fits no CRM field: preferences, commitments, context. Memory is personal or shared with the team, so knowledge stays with the account. On Pro and Enterprise, directives, standing rules proposed by reps and approved by admins, guide every conversation.

Contact our teamSee how it works

How memory works

  1. 1RememberAfter every check-in, or whenever you say “remember that…”, Mapsly AI saves what fits no CRM field.
  2. 2Surfaced next timeAsk about the account and the facts come back with your CRM data, without configuring a field.
  3. 3SharedPersonal or shared with the team, kept on the contact and its account. Knowledge does not leave with people.
9:41
Memory — Nordwind Supply
You · Voice

“Remember: Sarah prefers WhatsApp and nothing before 10.”

Saved to memory

Prefers WhatsApp · not before 10 AM

Sarah Lee · Nordwind Supply · shared with your team
You · Voice

“Anything I should know before Nordwind?”

Speaking

WhatsApp, not before 10. Her pilot slipped to September, and she asked to see the multi-user run.

From memory · shared with your team
End
Type a message…
Account memory
Memory · Sarah Lee
Shared withYour team
PreferencePrefers WhatsApp · not before 10 AM
CommitmentPilot slipped to September
Asked forThe multi-user run
Auto-saved after conversations
Sep 2 · check-in

Pilot slipped to September; wants to see the multi-user run.

May 28 · call

Routes 30 reps by hand every Friday.

Kept on the account, no CRM field needed

How directives work

  1. 1ProposeA rep says it in chat: “make this a rule for everyone.” Mapsly AI drafts the directive.
  2. 2ApproveAn admin approves it, for one team or everyone. Directives are on Pro and Enterprise.
  3. 3Every conversation followsFrom then on Mapsly AI applies the rule in every check-in, brief and answer.
9:41
Directives — your team
You · Voice

“Make ‘confirm the delivery window’ a rule for everyone.”

Directive

Confirm the delivery window before logging a visit

Proposed · awaiting Maria Chen
Speaking

Proposed as a directive. Maria gets it to approve.

Approved by Maria Chen · applies to all 6 reps
You · Voice

“Log the Harbor Foods visit: order confirmed for Friday.”

Speaking

Before I log it: which delivery window did they confirm?

You · Voice

“Eight to ten in the morning.”

ResolvedVisit logged, window confirmed
End
Type a message…
Your directives
Directive · delivery window
Proposed byAlex Kim
StatusAwaiting Maria ChenApproved · Maria Chen
Applies toAll 6 reps
Directives · your team
confirm: the delivery window before logging a visit
ask: competitor activity on every check-in
never: promise a discount without approval
Every conversation follows it
Reads
Its memory of the account: preferences, commitments, facts no CRM field holds.
Writes
Memory entries, personal or shared, kept in Mapsly; no CRM field touched.
Needs from you
Nothing; memory builds as you talk. Suggestion for directives.
Runs on
All plans for memory; directives from Pro and Enterprise.

Plans and limits

See pricing
EssentialAdvisory AI
ProAgentic AI
EnterpriseDepth & compliance
Memory & directives

Mapsly AI is included in every plan and is in private beta: contact us to join the waitlist and get early access. Each plan carries a monthly AI allowance measured in AI credits (the amount in brackets is what those credits currently cost), pooled across your account and reset every month. Beyond it, usage draws on your prepaid AI credit balance at the current rate card.

See Mapsly AI on your own pipeline

A personalized demo with a Mapsly solution engineer, on your data. Configuration is included in every plan.

Contact our teamSee pricing

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