Company memory

KretaOS remembers everything about your clients. Company memory is the other half: what it knows about you. Everything here becomes one "About us" that every draft, follow-up suggestion, Ask AI answer and voice call reads before it writes a word. Nothing on this page is ever sent to a client as it is.

Open it at Settings › Company. It has four parts.

My card — yours

Every teammate has their own card at the top of the page. Press Edit and fill in:

• Title and Phone — part of how you sign.
• Sign-off — your own sign-off at the end of drafts. Blank uses the workspace sign-off.
• What I sell — tick the offerings you sell. Leave all unticked to sell everything.
• Territory, Register, and My talking points — private to you. The AI reads them when it drafts for you; nobody else sees them.

Your card wins over the company layers when the AI writes for you.

Profile

Who the company is: Company, What we do, Website, Industries, Regions, Size, Proof we may cite, the workspace Sign-off and a Booking link. Only put proof here that you would happily put in writing to a client.

Draft from our website reads your public website and proposes a profile, offerings and a pitch. Review it, then press Apply to the Company page. You can edit everything afterwards.

Offerings

What you sell. Press + New offering and describe it: Who it's for, Problems it solves, Benefits, Different because, Proof we may cite, Objections → answers and Fits (the industries it suits, so the right offering is picked for the right client).

Pricing notes stay internal unless you tick The AI may quote this pricing to clients. Unticked, drafts never quote or estimate a price.

Each offering has a Status: launching, active or retired. When you stop selling something, set it to retired. The offering stays on record, drafts stop naming it, and a draft that still mentions it is flagged. Offerings are never deleted. Each one shows how many sent messages named it.

Positioning

Your pitch: Tagline, Pitch, Value props, Versus alternatives, Voice and Never say (words a draft should avoid — a draft that uses them is flagged).

Positioning is kept as versions. Edit → save as new version saves a new version with a note on What changed, and the team gets a bell. Older versions stay under History. Once you change the pitch, the page lists the clients who last heard an older one, with a quick way to draft a re-introduction.