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Why your AI agents need a shared memory and shared rules

An agent that does not know your rules is right for everyone and wrong for you. What a shared company memory brings.

By Stéphane Barrio Published on Updated on 3 min readFor SMEsMid-sized companies

An AI agent, however well designed, only knows what it is given. Without your rules, it applies general rules. Its answers are right for everyone, and wrong for you. That is the starting point of a company memory.

What a company loses without a shared memory

  • Knowledge that leaves with people: a departure, a completed project, an archived mailbox, and what was known disappears.
  • Rules nobody wrote down: everyone applies their own version, and nobody can say which one is authoritative.
  • Tools that answer beside the point: an agent that does not know your priorities makes decisions that are consistent… with those of another company.

What a company memory is

A company memory brings together, in one place, what makes your company work the way it does:

  1. The fundamentals: purpose, vision, strategy, principles, priorities, shared rules.
  2. The knowledge of each business domain: its vocabulary, its processes, its rules, its decisions, its ways of working.
  3. The trade-off rules: your priorities, what is decided without a person, what is escalated.
  4. The rules of use: who writes, who approves, how often.

It has one particularity: it is readable by both your teams and your agents. What is written once serves both.

What it changes for agents

  • Answers that are right for you: your lead times, your prices, your tone, your exceptions.
  • Consistency between agents: the same vocabulary, the same priorities, no contradiction between the quoting agent and the customer service agent.
  • Fewer invented answers: an agent that answers from your sources, and knows to stay silent outside them, makes fewer mistakes. See Can an AI agent make mistakes?
  • Faster set-up of the next agents: the knowledge is already there.

What it changes for teams

The same memory serves people: a newcomer finds the rules, a manager knows which version is authoritative, management sees its priorities applied. It is also protection against the loss of know-how.

When is it useful?

Not necessarily straight away. A first agent only needs the rules of its own work. A shared memory becomes useful when:

  • several agents have to apply the same rules;
  • several teams contradict each other on what is authoritative;
  • knowledge rests on a few people, and the company is growing or changing.

It can come first, after a project, or never: it is a choice, not a prerequisite.

The condition that makes all the difference

A memory without an owner quickly becomes a forgotten document. It does not need a single keeper, who would become a bottleneck: each business domain lead keeps the knowledge they are responsible for up to date, directly; management approves the shared foundation; the teams use it. Two conditions for success: a named lead for each business domain included, and an available business leader to approve the fundamentals. One person can coordinate the whole (often the role of the internal lead), without becoming a compulsory checkpoint.

To go further

How this memory is concretely organised in layers: Company memory: five layers to make it last. Our offer for building it: the Company Brain, priced for your case after a free Scoping Meeting, based on your needs, the size of your company, and the volume and diversity of its knowledge.

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Company memory: five layers to make it last

Foundation, business domains, trade-off and usage rules, agent access: organising a company memory in layers that lasts over time.

Mid-sized companiesSMEs

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