Agency Memory

A structured profile of every client, owned by your agency.

Eight facets per client - the things that don’t live in the data but make every draft accurate. Built from your reports, your edits, your conversations. Tenant-isolated. Exportable as markdown or JSON, any time.

A glimpse of the Scout Memory tab for a client.

A glimpse of one client’s memory - you rarely open it. It just feeds Claude.

Structure, not a vibe

Every client, eight sides.

Memory isn’t a chat history Scout grepped. It’s a structured profile, eight facets per client, each with promoted facts and active observations.

Brand positioning

What they sell, who they sell to, how they talk about themselves.

Buyer & decision-maker

Who signs off, what they care about, what makes them nervous.

Success definition

What ‘a good week’ looks like for this specific client.

Strategic priorities

The things on this quarter’s page, in plain language.

Operational quirks

The bits only the account manager remembers (e.g. “never mention the Q3 launch”).

Decision rules

How the client wants trade-offs made (e.g. “ROAS over volume, always”).

Voice overrides

When this client wants a different tone than the agency default.

Recurring patterns

The things that show up week after week and shape commentary.

The extraction loop

Observation. Promotion. Permanent fact.

Every time the account manager finalises a report, every mid-week Claude conversation, every edit - Scout extracts observations. They land in a queue. The account manager (or Claude, with your approval) promotes the ones that matter. Promoted observations become permanent facts that feed every future draft and answer.

Dismiss the ones that don’t matter. Archive the ones that aged out. Pin the ones worth surfacing first.

01
Observation captured
“ROAS softened on cold campaigns by Tuesday.”
From: Monday draft, week of 12 May
02
Account manager promotes
Sam P. marked as Strategic priority for Driftline.
Promoted: 13 May, 11:02 AM
03
Permanent fact
Driftline · Cold ROAS volatility flagged
Now feeds every draft + mid-week answer
Conflicting observations
NOOBIIE · 2
Sam P.·6 May✓ keep
Client prefers ROAS over volume. Always lead with efficiency.
contradicts
Mira K.·13 May× archive
Q3 push prioritises volume. ROAS target softened to 2.5×.
When two facts disagree

Scout flags it. You decide.

Two account managers promote contradicting observations. Last week’s fact contradicts this week’s. Scout doesn’t silently pick a winner - it surfaces the conflict, shows both observations side by side, and lets you keep one, archive the other, and mark the loser as contradicted.

This is the kind of detail that proves the system is built, not hand-waved. Real agencies generate contradictory observations every week.

Portability

Export to markdown or JSON. One click.

Memory is the most valuable thing Scout produces. We keep it portable on purpose.

Markdown for handover to a new tool, a new account manager, a new client doc. JSON for re-importing into whatever AI platform comes next. Today Scout runs on Claude. Tomorrow there’ll be something else. Your structured client knowledge moves with you.

# Client: Driftline ## Strategic priorities - Hold 3× ROAS while scaling Meta to $50k/wk by Q3 - Re-engage churned subscribers via Klaviyo flow A ## Voice overrides - Avoid the word "leverage" - Lead with revenue, not ROAS
Where memory shows up

Memory feeds every conversation.

Every Monday draft references the client’s strategic priorities, voice overrides, and active observations. Every mid-week answer pulls from promoted facts before it touches live data. The memory isn’t a vault - it’s the reason Scout’s outputs sound like your agency wrote them.

Should I push more spend into cold campaigns this week?
Probably not. Two reasons:
memoryDriftline weighs ROAS over volume. (Strategic priority, reinforced 4×)
live dataCold ROAS softened to 1.9× this week (vs 3.1× last week).
FAQ

Common questions about agency memory.

Where does the memory come from?

Scout extracts observations from every finalised report, every mid-week Claude conversation, and every edit you make. You (or Claude, with your approval) promote the ones that matter into permanent facts.

Who owns the memory - the agency or the account manager?

The agency. Memory is structured per client and shared across your whole team, not locked in one person’s Claude account. When an account manager leaves, the client memory stays.

Can I edit, remove, or correct facts?

Yes. Promote, dismiss, archive, or pin any observation. When two facts conflict, Scout surfaces both side by side and lets you keep one and mark the other contradicted - it never silently picks a winner.

Is one agency’s memory isolated from another’s?

Completely. Every row carries a workspace_id enforced by Postgres row-level security. Your data is never shared across agencies and is never used to train models.

Can I get my memory out?

One click, as markdown or JSON, any time. We keep it portable on purpose - Scout earns durability by being useful, not by holding your data hostage.

Start building your agency’s memory.