Velt Memory is a learning layer over your users’ review history. Past decisions surface as precedent — to review agents before they review, and to human reviewers in context — so the tenth review is consistent with the first. The precedent accumulates in your product: a competitor can clone your features in a quarter; they cannot clone your customers’ settled judgments.
Maya approved identical indemnity · Mar 12Prior agent finding accepted · same clause
AI suggestion
Recommend approve · Confidence 91% · based on 47 similar judgments
every entry shows who decided, when, and why
both actor types feed the precedent; the human makes the call
How it works
Three steps to precedent.
Enable Memory and your review activity becomes structured judgments automatically. Search, ask, and suggest over them through the REST API; agents and humans read the same precedent.
// enable Memory in your workspace firstimport { useSetDocument } from"@veltdev/react";
useSetDocument("filing-q3");
With Velt
The mechanics
Enable Memory in your workspace and Velt starts recording review activity as structured records. Each decision is enriched into a judgment automatically: the decision, the reasoning, who decided (human or agent), and the content type. Judgments are read-only through the API — there is no create endpoint — so a new workspace starts empty and fills as reviews happen. Search runs over two embedding spaces (the decision with its reasoning, or the reviewed content), filterable by decision, judge type, content type, reviewer, and date. Ask returns a grounded answer with citations and a confidence score, or an empty answer when nothing relevant exists. Suggest returns a recommendation with confidence and the judgment count it drew on. Memory recommends; it never acts. The reviewer always decides, and that decision becomes the next record.
// judgments are read-only · a new workspace starts empty and fills as reviews happen
Build it yourself
What an in-house version requires
a vector store with per-tenant namespace isolation
a multimodal embedding pipeline for text and attachments
retrieval-grounded answers with citations
scope enforcement that survives prompt injection
pattern detection jobs
knowledge ingestion with parsing, chunking, and versioning
drift detection between stated rules and actual behavior
GDPR deletion that reaches embeddings and derived patterns
an eval harness for suggestion precision
Teams that build this budget a year of ML infrastructure work and keep paying for eval upkeep. The 3 steps above replace the year; once Memory is enabled, your review activity builds the record from the first decision.
MCP: the faster path.
Skip the steps. Have your agent set it up.
npx -y @velt-js/mcp-installer
claude mcp add velt-installer -- npx -y @velt-js/mcp-installer
Before a reviewer opens the filing, Memory surfaces similar past judgments: 3 approved last month, who decided, and why. The tenth review starts where the first nine ended.
02suggest
Suggestion94%
Recommend approvematches 200 prior judgments
confidence94%
47 contracts153 filings
// suggest
POST /v2/memory/suggest
{ "documentId": "filing-q3" }
AI suggestions with confidence
Based on 200 judgments: recommend approve. Confidence 94%. Every suggestion carries its source records, so routine items clear in seconds and low-confidence ones get a full read.
03search
Semantic searchvectors
find similar decisions
Decision + reasoningspace A
Reviewed contentspace B
Indemnity cap · clause 120.94
// search
POST /v2/memory/search
{ "query": "indemnity clause", "space": "decision" }
Semantic search over decisions
Two embedding spaces index every judgment: the decision with its reasoning, or the reviewed content itself. The deck that repeats a settled mistake surfaces its history.
04ask
Ask Memory/v2/memory/ask
All rejections of financial projections in Q3
grounded answerconfidence 0.92
7 projections were rejected in Q3: each for variance over the declared 15% threshold.
filing-2231filing-2318+5 records
// ask
POST /v2/memory/ask
{ "data": { "question": "rejections of Q3 projections" } }
Natural language queries
Ask in plain English: show me all rejections of financial projections in Q3. The answer cites the records behind it, so the audit takes minutes, not a quarter-end scramble.
05knowledge
Org knowledgeingested
brand-guide.pdf50 pages · chunkedingested
pricing.csvrules extractedingested
policy.xlsxsearchableingested
// knowledge
POST /v2/memory/knowledge/ingest
{ "file": "brand-guide.pdf" }
Knowledge sources
Upload the 50-page brand guide, the policy PDF, the pricing spreadsheet. Memory converts each into searchable text and extracted rules, so reviews check against the actual guide.
06rules
Living checklistv4
qa-checklist.csv300 items · normalizedversioned
+12 new rulesv4−3 dead rulescleanup
Every update produces a citeable diff
// rules
GET /v2/memory/knowledge/rules
?sourceId=qa-checklist
Checklists as living rules
Ingest the 300-item QA checklist; Memory extracts it into versioned, citeable rules. Updates produce a diff, and rules nobody enforces anymore surface for cleanup.
07agents
Agent groundinggrounded
Agent queried past judgmentsgrounded
Settled item not re-flaggedskipped
Human decides the findinghuman
// agents
POST /v2/memory/search
{ "query": claim, "judgeType": "agent" }
Agents grounded on memory
Review agents query past judgments and knowledge before flagging. What the org approved before is not re-flagged; what it rejected is caught earlier. A human still decides every finding.
08drift
Drift detectionalert
declared standardsentence case
observed in approvals60% title case
drift60%
Surfaces before the client or auditor finds it
// drift
GET /v2/memory/alerts
?type=standards-drift
Standards drift alerts
Memory compares stated rules to actual behavior: the brand guide says sentence case, 60% of approvals use title case. The gap surfaces before the client or the auditor finds it.
09declared
Declared rulesoverride
Declared ruleoverrides the inferred pattern
projections > 15% variancealways human read
// declared
velt.memory.declare({
rule: "variance > 15% → human read",
});
Declared facts and rules
Declare it once: brand voice changed in January; projections above 15% variance always get a human read. Declared rules override inferred patterns, so policy beats habit.
10profiles
Reviewer profileMaya
MayaLegal · contracts
approval rate82%
avg review6m
top flagindemnity
Route contracts to who actually clears contracts
// profiles
GET /v2/memory/profiles/get
?reviewer=maya
Reviewer profiles
Each reviewer’s history becomes a behavioral profile: approval rate, average review time, top flags raised. The contract goes to the reviewer who actually clears contracts.
Routine brand reviews used to take a day of back-and-forth. With precedent in context, the reviewer sees what we approved before and clears the obvious ones in seconds.
Head of content ops · enablement platform
Little big details
The long tail, already built.
What ships today leads; pre-GA and spec-only capabilities render with a Coming soon tag, never in shipped tense.
Three-level scoping: apiKey (workspace-wide), organization, documentFilters: decision, judge type, content type, reviewer, annotation, date rangeTwo embedding spaces: decision-with-reasoning, or reviewed contentRecency mode (1–365 days) for digestsAnnotation shortcut reads one comment thread oldest-firstStructured judgment listing by metadata, no embedding stepGrounded answers with citations and a confidence scoreHonest empties: no relevant context returns confidence 0, never inventedSuggestions carry confidence, judgment count, unique reviewers, and caveatsConflict suggestion beside the primary when evidence splitsAgent block on every agent-made judgment (id, type, execution id)Knowledge ingestion: PDF, CSV, Excel, plain text (5 MB inline, 30 MB signed URL)Async ingestion with a pollable status; content-hash deduplicationRule extraction with categories; updates bump a version and return a diffSemantic search inside the knowledge base, fanned across up to 30 sourcesReviewer profiles: approval rate, review time, top flags, peak hoursWorkspace stats and detected patterns with confidence and source countsProactive alerts with severity, evidence, and a suggested actionNo cross-tenant reads: a foreign sourceId returns empty, never a leakAutomatic in-context surfacing in the UIComing soonConfidence floor (suppress suggestions under 60%) and two-source minimumComing soonCustom context API for facts, rules, and reviewer overridesComing soonGDPR forget, per-content-type retention, and legal holdComing soonOpt-in cross-customer intelligence as anonymized statistics onlyComing soon
Make it yours
Your panel, your policy.
Inline context panel, suggestion card, and NL query results as components for the fast path, with a full REST surface underneath for backend and agent integrations.
Look
Inline context panel, AI suggestion card, and NL query results as components; panel position configurable (sidebar, bottom, modal); CSS variable theming, white-label, dark mode; headless hooks for fully custom UIs.
Acme · Precedentyour theme
Indemnity cap · clause 12approved
47 contractsMaya · Legal
Pricing claim · slide 4rejected
precedent #228
<VeltInlineContextposition="sidebar"/>// or build on useMemorySuggestion()
Behavior
Full REST API for backend and agent integrations: search, ask, suggest, judgments query, knowledge lifecycle, profiles, patterns, stats, and alerts. Alert frequency, types, and severity thresholds via alert config.
Grounding configyour rules
groundingrequired
sources
min confidence0.85
scopeper-org
POST /v2/memory/alerts/config/update
{ "maxAlertsPerWeek": 3 }
We pointed our review agent at the suggest endpoint and it stopped re-flagging settled clauses overnight. Reviewers only see what is genuinely new.
Founding engineer · AI contract review
In production
Precedent, in products like yours.
Tabbed by vertical. Pre-GA, these are pilot patterns.
SummaryNext StepsDemoCustomer Stories
Hey Conductor!
This Digital Sales Room gives you everything you need to move forward — from proposal to plan.
Our Mutual Action Plan
Training2 / 5
Creating a new Room1
Build a working demo room
Contract sign-off
M
Maya2m
@Fin We need to make a working demo for Rene and his team
The client’s banned claims and settled brand debates surface as precedent on the next deck, email, and page. Brand review stays consistent when the content team doubles.For sales enablement
finance / receivables
Active invoices$42,125
Awaiting approval$8,400
Paid this week$31,900
Invoice IdClientCost
#20251Apex Manufacturers$4,2501
#20248Northwind Logistics$2,980
#20245Helios Energy$7,1201
#20242Cedar & Stone LLP$3,5402
#20239Bluefin Capital$5,860
M
Maya2m
Can we confirm the PO before approving this one? @Sarah
1 Reply
Past sign-offs on budgets, forecasts, and filings become queryable precedent with reasoning attached. The auditor’s question returns cited records in minutes.For fintech and FP&A
Cotton Supplier Ltd.
Mid Weight Indigo Denim
Farm
AgriCotton Farms
Village Kheda, Gujarat, India
Cotton Yarn1
SpinCo Yarns
18 Narol Rd, Gujarat, India
Manufacturer
DyeWorks International
Calle de Mayo, Mexico
M
Maya2m
Can you attach the GOTS cert for this lot before we approve? @Sean
1 Reply
Sean
Decisions on orders, shipments, and field records accumulate into the org’s actual standard. The new coordinator reviews like a five-year veteran.For operations
Privacy Risk Review
New feature processing health data
Wren discovered a feature request in Jira involving users' health data and triggered a review after analyzing the PRD in Confluence against company policy and US regulation.
JStarted by Juan Mendez
JMShare
Wren analyzed the PRD against policy and HIPAASee analysis1
Wren recommends a PIA based on the findingsStart
Route the PIA to the Privacy Office for approvalWaiting on PIA1
Discussion
Add a comment
Policy Agent2m
This feature processes PHI, so HIPAA applies. I recommend a PIA and a vendor BAA review before any data flows. @Juan
Past attestations and settled control decisions surface as precedent on the next filing. The examiner’s question returns cited records with the reasoning attached, in minutes.For compliance
Superflow
SaaS Monthly Subscription
JMShare
1 · Subscription & Fees
Customer subscribes to the Service on a monthly basis and shall pay the then-current fees in advance of each billing period. Fees are non-refundable except as expressly set out in this Agreement.
2 · Term & Auto-Renewal
The subscription renews automatically for successive one-month terms unless either party gives at least thirty (30) days' written notice of non-renewal before the end of the then-current term.
3 · Limitation of Liability
Except for breaches of confidentiality, each party's total aggregate liability under this Agreement shall not exceed the fees paid by Customer in the one (1) month preceding the event giving rise to the claim.
4 · Governing Law
This Agreement is governed by the laws of the State of Delaware, without regard to its conflict-of-laws provisions, and the parties consent to the exclusive jurisdiction of its courts.
M
Maya5m
@Jordan Auto-renewal needs 60 days' notice to match our policy, not 30.
J
Jordan2m
@Maya Liability cap is one month of fees — Legal wants 12 months before we sign.
P
Priya8m
@Maya Governing law should be New York to match the MSA.
Prior clause positions and the redlines counsel accepted last time surface on the new matter. The team stops re-litigating settled language, and the playbook holds as headcount grows.For legal
CommentShare
Make the hero headline punchier and add a primary CTA.
Done — rewrote the headline, tightened the subtext, and added a primary CTA in hero.tsx.
Add a logo strip with social proof under the CTA.
Added a five-logo trust strip below the CTA and wired it into hero.tsx.
Edit hero.tsx
Type your prompt
Ship your app in a weekend
Get started
M
Maya2m
Use our brand orange on the CTA and cut the headline to one line. @Sean
Agents read the decision history before reviewing generated work, so settled decisions stay settled. Every suggestion carries confidence and provenance.For AI-native SaaS
Review intelligence is isolated per customer with physical namespace separation: a foreign sourceId returns empty results and never a cross-tenant read. GDPR deletion, legal hold, and per-content-type retention are part of the model. Beta access requires being added to the beta list. See self-hosting and governance.
Accumulated review history became the reason customers stay.
10x
New reviewers ramp in days, not months. The precedent reviews with them, so their tenth review matches our most senior person’s first.
VP Operations, logistics platform
minutes
The compliance audit used to be a quarter-end scramble. Now every rejection is a cited query and the answer comes back in minutes.
Compliance lead, FP&A platform
0 re-flags
Our agent stopped re-flagging what we already settled. Reviewers trust it because every suggestion shows its sources and confidence.
Founding engineer, AI-native SaaS
FAQ
Questions about Memory.
Install @veltdev/react, wrap your app in VeltProvider with your API key, and your review activity is recorded as structured records. Enable Memory and mount the inline context panel where reviews happen; precedent and suggestions surface automatically.
No. Each customer’s records live in a physically separate namespace, and nothing crosses it: not records, not content, not names.
Velt indexes the decisions made in your product: every approval, rejection, and comment with its reasoning. When similar content comes up for review, the relevant past decisions appear in context, like “3 similar items approved last month,” each with who decided, when, and why.
Yes. Agents query the same API: past judgments, knowledge sources, and extracted rules. A grounded agent does not re-flag what your org already settled, and its suggestions carry confidence scores and cited sources. A human still decides.
Brand guides, policy documents, QA checklists, and data sheets: PDF, CSV, Excel (.xlsx), and plain text. Files up to 5 MB upload inline; larger files up to 30 MB go through a signed upload URL. Checklists and guides are converted into versioned, individually citeable rules.
No. Memory suggests; it never acts. When it lacks grounding it returns nothing rather than guessing: a question with no relevant history comes back with an empty answer, not an invented one. The reviewer accepts or overrides, and either way the decision is recorded.
Nothing, by design. Once you enable Memory in your workspace, judgments are created automatically from review activity, not imported or written by hand, so it starts empty and gets richer as reviews happen. Until then, questions return an empty answer rather than a guess, and suggestions stay sparse.
Beta means the feature is real and running in production with two caveats: API contracts may still change between releases, and access requires being added to the beta list. Ask through Book Demo or your existing Velt contact.
Velt is priced on usage, not seats: you pay for documents with review activity in a month, and there is a free tier for development and early production.
@Jordan Auto-renewal needs 60 days' notice to match our policy, not 30.
@Maya Liability cap is one month of fees — Legal wants 12 months before we sign.
@Maya Governing law should be New York to match the MSA.