Org Memory
Shared knowledge that agents reference to make better decisions
Pinned
Discount Policy
PolicyAutomated discounts are capped at 25% for annual contracts and 15% for monthly plans. Any discount exceeding these thresholds requires VP Sales approval. Volume discounts above 500 seats can reach 30% with CFO sign-off.
Data Handling & PII Guidelines
PolicyAll agents processing customer data must redact PII before logging. Personally identifiable fields (email, phone, SSN) must be masked in transit and encrypted at rest. Agents may not store PII outside approved data stores listed in the compliance registry.
Lead Scoring Criteria
ProcessLeads are scored on a 0–100 scale using five weighted factors: company size (25%), industry fit (20%), engagement recency (20%), budget authority (20%), and technology stack match (15%). Scores above 70 are routed to sales reps; below 40 enter the nurture sequence.
Agent Cost Ceiling Rules
PolicyEach agent has a daily cost ceiling defined in its guardrails. If an agent exceeds 80% of its daily budget, it must throttle non-critical tasks. At 100%, all non-essential operations pause and an alert is sent to the agent owner.
Ticket Triage Workflow
ProcessIncoming tickets are classified by severity (P0–P3) and category (bug, feature request, billing, account). P0/P1 tickets are auto-escalated to the on-call engineer. P2/P3 tickets are routed to the appropriate team queue with a 24-hour SLA for first response.
Procurement Approval Chain
ProcessPurchases under $5,000 are auto-approved. Between $5,000 and $25,000, department manager approval is required. Above $25,000, VP-level sign-off is mandatory with a finance review. All hardware purchases require IT asset tagging before deployment.
Why we chose PostgreSQL over MongoDB
Decision RecordAfter evaluating both databases for the analytics pipeline, we chose PostgreSQL for its strong ACID compliance, mature JSON support via JSONB, and the team's existing expertise. MongoDB offered better horizontal scaling but our projected data volume stays within PostgreSQL's comfortable range through 2027.
Selected Turborepo for monorepo management
Decision RecordEvaluated Nx, Turborepo, and Bazel for the monorepo build system. Turborepo was selected for its zero-config setup, excellent remote caching, and seamless integration with our existing npm workspaces. Bazel was too complex for our team size; Nx had unnecessary framework-specific abstractions.
Customers prefer shorter emails
LearningA/B testing over 12,000 outreach emails showed that messages under 150 words had a 34% higher reply rate than those over 300 words. Subject lines with specific numbers (e.g., "3 ways to…") outperformed vague ones by 22%. Adjusting all outbound templates accordingly.
Retry storms degrade webhook reliability
LearningWhen multiple agents retry failed webhooks simultaneously, downstream services experience cascading failures. Introducing jittered exponential backoff with a per-agent retry budget reduced webhook error rates from 8.2% to 1.1% over two weeks.
Q1 2026 OKRs — Agent Platform
ContextKey results for Q1: (1) Increase agent-handled ticket resolution from 40% to 60%, (2) Reduce average agent response time below 2 seconds, (3) Onboard 5 new third-party agent integrations, (4) Achieve 95% user satisfaction score for agent interactions.
EMEA expansion timeline
ContextThe company is targeting a June 2026 launch in the UK, Germany, and France. Legal review for GDPR compliance must be completed by April. All customer-facing agents need multilingual support by May, and localized marketing assets are due by mid-May.