Product

An operating system where AI is the primary user.

Recordly is six layers stitched into one product: capture, memory, agents, approvals, surfaces, and governance. Each layer is rebuilt for an AI-first world.

Layer 1 · Capture

Every signal in your business, captured the moment it happens.

Calls, video meetings, in-person conversations, emails, slack threads, screen activity. Recordly's capture mesh turns unstructured work into an event stream.

  • Voice — phone, Zoom, Meet, Teams, in-room.
  • Email & messaging — Gmail, Outlook, Slack, Teams, SMS.
  • Screen activity — opt-in for exception work.
  • Documents — PDFs, contracts, intake forms, charts.
Inbound call · 00:14:22
Transcribing
Email thread · 11 msgs
Indexed
Screen capture · CRM tab
Opt-in
Contract.pdf · 24 pages
Parsed
Slack #renewals
Watching
Layer 2 · Memory

One unified record per account. Always current. Always cited.

The Recordly graph stores entities, relationships, conversations, and provenance. Every fact links back to the moment it was said or written.

G

Entity graph

Accounts, contacts, deals, tickets, candidates, patients, matters — typed per vertical.

T

Time-series

Every interaction is a timestamped event. Replay any account at any point.

C

Citations

Each field links to its source clip, sentence, or document range. No black box.

Layer 3 · Agents

Specialist agents run the workflow.

N

Notetaker

Writes structured records from every interaction.

F

Follow-up

Drafts the next email, message, or task.

P

Pipeline

Updates stages, scores deals, flags risks.

A

Analyst

Answers any question across the graph in plain English.

Send follow-up to Acme
Approve
Move Globex to Closed-Won
Approve
Schedule demo · Initech
Approve
Fire risk alert · Wayne
Review
Refund $480 · Soylent
Review
Auto-logged 14 meetings
Done
Layer 4 · Approvals

The approval queue is the new inbox.

Every action the agents take is staged for human review with full context. As trust grows, low-risk actions auto-execute. High-risk ones never bypass you.

  • Per-action confidence with reasoning trail.
  • Auto-thresholds tunable per workflow.
  • Bulk approve by category in two clicks.
Layer 5 · Surfaces

Three surfaces. Zero forms.

💬

Chat

"How did Acme go?" "What's at risk this week?" "Draft a renewal email." Plain English in, action out.

Approval queue

The single inbox for every drafted record, message, and workflow.

📊

Dashboards

Live, queryable, no SQL. Pinch-to-zoom from board metric to source clip.

Layer 6 · Governance

Built for legal, security, and the regulator in the room.

🔒

Encryption & SSO

AES-256, SAML/SCIM, region-pinned data residency, customer-managed keys on Enterprise.

📜

Audit trail

Every agent action, every approval, every read — immutable and exportable.

⚖️

Policy engine

Per-vertical rules: HIPAA PHI redaction, MSA clauses, FCRA notices, GDPR DSARs.

Read the trust overview →
Integrations

Plug into the systems you have today. Replace them on your timeline.

SALESFORCE
HUBSPOT
GMAIL
OUTLOOK
SLACK
ZOOM
MEET
TEAMS
GREENHOUSE
STRIPE
SNOWFLAKE
NOTION
vs Form-based SaaS

The shape difference, side-by-side.

CapabilityLegacy SaaS + CopilotRecordly
Primary userHuman typing in formsAgent writing records
Data freshnessWhen humans get to itReal-time
PricingPer seatPer outcome
ReportingSQL & saved viewsPlain English
OnboardingMonthsWeeks

See your own data running through Recordly.

30-minute demo, then a one-week observation pilot. No rip-and-replace required to evaluate.

Book a demo How it works