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Closed-beta outcome validation

Agentic memory that understands people · GTM application

Customer context that survives the handoff.

Carry stakeholder priorities, promises, risks, and changes from sales through onboarding and success—with citations for the details that shape the next decision. The closed beta tests this in one live customer workflow.

Apply for the GTM betaSee customer moments

Managed beta in an isolated deployment for one defined workflow. Substrate prepares context; it does not run an autonomous playbook.

Diagram descriptionPermitted, task-relevant customer context compiles into a cited preparation card. Evidence and uncertainty remain visible, and the workflow stops before external action.

Customer moments

One relationship history, carried into the next decision.

  1. 01

    Onboarding

    Carry the reason behind the purchase into delivery.

    Keep priorities, promises, and constraints attached to the account.
  2. 02

    Risk

    See when the customer’s definition of success changes.

    Preserve what changed, what it replaced, and the supporting source.
  3. 03

    Preparation

    Prepare for the person, not only the account.

    Retrieve the relevant stakeholder’s current role, priorities, and history.
  4. 04

    Handoff

    Give the next agent an inspectable starting point.

    Continuity no longer depends on one perfect summary.

One handoff · illustrative

The renewal call nobody was prepared for.

Without durable memory
  • Sales recorded that adoption, not seats, would decide the renewal.
  • That note lived in a call summary the success agent never inherited.
  • Two admins stayed blocked for six weeks; nobody connected it to the risk.
  • The team walked into the executive review pitching seat expansion.
With cited memory
  • The success criterion is current memory, and it supersedes the seat target.
  • The open permissions commitment is attached to the account with its source.
  • The changed review date is qualified as recent and material.
  • The agent prepares around adoption—and the rep can inspect why.

Synthetic example. It illustrates the memory model, not a customer result.

The platform mechanism

Memory beneath the workflow, not another GTM system.

Substrate turns supported, authorized inputs into canonical memory. Supported deployments may then narrow that published memory to the current task.

Follow the memory lifecycle
  1. 01

    Authorize

    Agree a bounded source set for the deployment.

  2. 02

    Resolve

    Maintain canonical people and account memory.

  3. 03

    Retrieve

    Narrow published memory by subject, agent, scope, and task—an illustrative retrieval model.

  4. 04

    Inspect

    Review support, uncertainty, conflict, and corrections.

Evaluation and fit

Evidence before outcome claims.

First-value test: surface one evidence-backed change the team would otherwise have had to reconstruct, then verify the source and correct the memory.

Evidence is reachable Memory can be challenged

A strong design partner has:

A customer-facing workflow already uses agents.

One accountable operator can authorize a bounded source corpus.

The participant will inspect citations and challenge memory.

The initial beta is not open registration or a collaborative team workspace. Source availability varies by deployment.

Closed beta

Bring one customer workflow worth remembering.

Evaluate whether cited memory improves preparation, continuity, and judgment.

Apply for the GTM beta