Operational memory.Remembers what Merlin already did.
CallMerlin Operational memory is Merlin's memory of customers, companies, deals, invoices, tickets and orders that were earlier looked up or approved via chat or voice. It is an execution layer: read, approve, act, then remember. Not enterprise search over all your files.
Contacts, companies, deals, invoices, tickets and orders from earlier Merlin actions. Not a continuous sync of all your systems.
Professional or higher. On by default on Professional+.
Ask: what do we know about customer Jansen? Merlin searches entities from earlier CRM and finance actions.
Merlin searches operational memory.
CRM + finance · updated
Jansen BV
Contact, deal and invoice from earlier Merlin actions.
Next actions
What does Merlin remember?
Only ops entities from actions Merlin already did.
| Source | Examples | Type |
|---|---|---|
| CRM | Contacts, companies, deals | HubSpot, Salesforce, Pipedrive, Zoho CRM, Freshsales, Apollo, Attio |
| Finance | Contacts, invoices | Moneybird, Jortt, Xero, QuickBooks, Sage, AccountView, sevdesk, WeFact, e-Boekhouden, Credifin |
| Support | Tickets or conversations | Freshdesk, Front, Trengo |
| Orders | Customers and orders | Shopify, WooCommerce, Adobe Commerce, Shopware, PrestaShop, Lightspeed eCom, Bol, Picqer |
| Payments | Customer or payment references | Stripe, Mollie, Adyen, PayPal |
| Not | Slack/Drive/mail documents, social, hosting | No ingest |
Chat examples
Questions that hit operational memory.
Customer context
What do we already know about customer Jansen?
Deal follow-up
Did we recently do something with that HubSpot deal?
Open tickets
Search operational memory for open Trengo tickets.
Entities from your stack
HubSpot
Pipedrive
Shopify
StripeThis is just one example of the many combinations possible.
All 80+ native deep integrations →Frequently asked questions about Operational memory
Stop looking it up again. Ask what Merlin already knows.
Entities from earlier actions. You stay in control with PIN rights.
Start free trialProfessional or higher. On by default on Professional+.