You carry every account's story. Put it somewhere with your name on it.
You know which customer needs the Thursday call and which one will churn politely. None of that fits in a health score.
Read the film transcript
Narration from this original film. Soft instrumental music plays underneath.
An account changes hands and the new owner learns its history from the customer, one awkward call at a time.
You inherit an account with promises you didn’t make and can’t find.
Kept is a voice interview. June calls, asks about your work, and keeps what you say, in your words, in a jar that’s yours.
The new owner asks what we promised Halden. Kept answers with the commitment and the risk, cited to the Q B R debrief.
You know what was promised before the customer reminds you. Kept. Keep the knowledge behind the work.
Kept talks with you about your accounts the way a good handoff conversation goes, and keeps it in your words. When you are out, or promoted, or finally taking the vacation, whoever covers gets the real story, citing you. Your relationship work becomes visible as yours.
Capture starts with each partner's consent. They can skip a question, stop a session and review their captured knowledge. A business workspace's access rules determine who else can use it.
Knowledge captured for a business workspace belongs to that workspace. Partners retain visibility, removal from view and in-session retraction controls. Permanent deletion follows the workspace request process, unless a provisioned legal erasure window applies.
Kept's internal partner model is not employer-facing. A business workspace can see a red, amber or green capture band, based on contributed knowledge, alongside the access and audit records described in the Privacy Notice. It is not a score of a person's work or judgment.
Keeping a knowledge item does not promise permanent access to its original transcript. Sources can become unavailable after retention or removal. Check what evidence is available before relying on an answer.
Read personal and workspace controls. The overview above is available as text; explore the guided text walkthrough for a step-by-step example.