MemorIA: no contact left behind
Documented use case
This article describes a common problem in small organisations and the tool I built to address it. It is published as a worked example, not as a product page or an offer of services.
A sticky note with a name and a phone number. "Call him Monday." Monday arrives full of work, the note ends up under a pile of papers, and by Thursday you can no longer see it. That customer, who asked for prices ten days ago, has called the competition because nobody called him back.
It is not a problem of bad will. It is a problem of memory spread across someone's head, a messaging app, an inbox and a notebook. The more channels a small company uses to receive enquiries — web form, messaging, email, phone — the easier it is for someone to fall through the cracks without anyone noticing.
What MemorIA does
MemorIA is a simple tool that logs every new contact by itself, wherever it comes from: someone filling in the website form, a message on WhatsApp, an email arriving in the general inbox. Nobody has to copy them by hand into a spreadsheet or remember to open three different applications every morning.
For each contact, MemorIA keeps who they are, which channel they came through, and where things stand: new, replied to, quote sent, closed. At a glance you see who has been waiting too many days for an answer.
And every week a summary arrives: how many new contacts there were, how many are awaiting a reply, and which have gone longest without movement. Nobody has to remember: the summary arrives on its own.
Three tiers, depending on what you need
MemorIA has three tiers so that each organisation can start where it suits them:
- Basic — collects contacts and organises them in one place, with the status of each. That alone ends the lost sticky notes.
- Connected — additionally connects directly to WhatsApp and email, so contacts enter automatically without anyone transferring them by hand.
- With AI summaries — adds the smart weekly summary, highlighting who needs urgent attention and how the overall set of contacts evolves over time.
A real case: a small advisory firm
A small firm was receiving enquiries from prospective clients through three different routes: the website form, a WhatsApp number handled by one of the partners, and the office's general email. Everyone logged contacts as best they could — or did not. When they looked back, they realised that at least three enquiries in the previous two months had gone unanswered simply because they got mixed in with other emails.
With MemorIA at the Connected tier, every contact started appearing in one place, with the date it came in and its status. The weekly summary let them see, every Monday, who had been waiting too long. In two months they closed two visits that would probably have been lost before.
Privacy, with no surprises
MemorIA handles people's data — names, phone numbers, email addresses — and that is taken seriously: data is processed inside the European Union and never used to train third-party models. Your contacts' information is yours; it does not feed any other system.
The design decisions behind it — why three tiers, why the AI summary always links back to the original message — are written up in the MemorIA project page.
About this article
iaetica.cat is a space for writing in the open: what I am learning about artificial intelligence, its ethics and its law.
— Laura Graells