Product/Governance and review

A person approves each new memory,before any agent can recall it.

New context from people and agents waits in one queue. Approve, hold or reject it, and workspace rules decide who sees it.

Free tier, no card required.

NNorthwind Live
Example data
Needs review0Require review: on
  • Renewal floor agreed with financeby Dana·GGranola callHumanwaitingapproved
  • Q3 roadmap, working draftby Priya·Notion pageHumanwaitingheld
  • Ardent Co pricing notesby Gemini·chat summaryAIwaitingrejected
  • Billing webhook retry decisionby Claude Code·coding sessionAIwaitingapproved
Sam is reviewing
Renewal floor agreed with finance by Dana·Granola callHuman

Northwind finance accepted the renewal floor. Discounts below it need Dana's sign-off.

collection Client commsaudience account teamsensitivity confidential
ApproveHoldReject
Approved. Agents with Northwind access can recall it now.
Sam is reviewing
Q3 roadmap, working draft by Priya·Notion pageHuman

Three options for the Q3 roadmap, still under discussion with the client.

collection Deliverystatus: draft
ApproveHoldReject
Held. It stays out of answers until the final version is in.
Sam is reviewing
Ardent Co pricing notes by Gemini·chat summaryAI

Summary of Ardent Co's proposed rates, saved to the Northwind workspace by mistake.

mentions another client
ApproveHoldReject
Rejected. No Northwind agent will ever see it.
Sam is reviewing
Billing webhook retry decision by Claude Code·coding sessionAI

Retries use a fixed backoff. The exponential version was dropped after it hid failures.

collection Engineeringaudience dev teamsensitivity internal
ApproveHoldReject
Approved. The next coding agent starts with this decision.
Recallable now0approved only
  • Renewal floor agreed with financeClient comms
  • Billing webhook retry decisionEngineering
Claude Code recalled Renewal floor agreed, cited to Dana's call
Held and rejected items never come back in an answerIllustrative product animation

The rules travel with each memory,and every agent follows them.

Review decides what gets in. Audience, sensitivity, retention and policies decide who gets it back. Your organization sets the floor and each workspace can be stricter, never looser.

Available now
Require review for all memoriesnew imports wait in the queue
Trusted to skip reviewExample data
Dana, fromZoomZoomauto-approved
Marco, fromGmailGmailauto-approved

Review before recall

Turn on review and every new memory waits for a person's OK. Nothing in the queue can be recalled. Trust rules auto-approve imports from the people, teams and tools you trust.

Available now
Northwind MSA, signed copy
Account teamLeadershipDeliverySupport assistant
A workspace can be stricter, never looser

Audience access

Content can only be found by people and agents in its audience. A workspace or a single source can never make that group bigger.

Available now
Public
Internal
Confidential
Restricted

Sensitivity labels

Four labels decide how far a memory travels. Each agent key is granted the labels it may read. See sensitive-data protection.

Available now
Organization defaultlocked
Kestrel workspacestricter
Legal hold: Kestrel disputeon hold

Retention and legal hold

Set how long content stays available, with a maximum no workspace can exceed. Legal hold freezes items while a matter is open.

Available now
No public visibilityorganization
Block card numbersorganization
Hold ID numbersNorthwind

Policies

Workspace rules are applied when content is recalled or shared, so nobody has to remember them. Organization rules can be locked.


Review what matters,auto-approve what you trust.

A trust rule names who you trust and which connected tools they import from. Matching items are approved as they arrive. Everything else still waits in the review queue for a person.

  • Trust a person, a team or a role
  • Pick specific connectors, or any connector
  • Apply it to one workspace, or to every workspace
  • When you add a rule, choose whether to approve items already waiting
NTrust rule
Example data
Auto-approve
WhoAccount team FromGoogle DriveGGranola Where it appliesNNorthwind
  • Kestrel renewal call notesby Dana·Granola callHumanchecking ruleauto-approved by trust ruleto review queue
  • Discount approvals, threadby Marco·GmailHumanchecking ruleauto-approved by trust ruleto review queue
  • Northwind QBR deckby Priya·Google DriveHumanchecking ruleauto-approved by trust ruleto review queue
  • Quote tool refactor notesby Claude Code·coding sessionAIchecking ruleauto-approved by trust ruleto review queue

Rules never skip a sensitive-data hold.

Rules cover new imports from connected toolsIllustrative product animation

Every memory shows its rules,and who put it there.

Open any memory and you can see where it lives, who may read it, how long it stays and who approved it. That holds whether a person wrote it or an agent did.

  • Human and AI authors are labelled on every memory
  • Answers cite the memory, so you can trace it back
  • Newer versions of a source replace older ones in answers
See the audit log
Memory
Example data
Renewal floor agreed with financeby Dana·Granola callHuman

Northwind finance accepted the renewal floor. Discounts below it need Dana's sign-off.

WorkspaceNNorthwind / Client comms
AudienceAccount team
SensitivityConfidential
RetentionWorkspace default
ReviewApproved bySam
RecallsEach one logged
Staging deploys go through the checklistby Codex·coding sessionAI

Every staging deploy runs the Kestrel release checklist first. Skipping it broke the last two releases.

WorkspaceKKestrel / Engineering
AudienceDev team
SensitivityInternal
RetentionWorkspace default
ReviewApproved byMarco
RecallsEach one logged
The same details for every memory, from a person or an agentIllustrative product animation

When memories disagree,a person picks the right one.

MeshTale notices when memories contradict each other and alerts someone who can decide. Choose which is accurate or keep both with context. The other one is marked superseded and stops coming back in answers.

How conflict alerts work
NNorthwind
Example data
These two memories disagree about the renewal floor
Renewal floor agreedby Dana·Granola callHuman

Discounts stop at the agreed floor unless Dana signs off.

Pricing rules in the quote toolby Cursor·coding sessionAI

Account managers can discount to any level without approval.

Keep Dana'sKeep both, with context

Questions

With review turned on, new content waits in a queue until someone approves it. Until then no agent or person can recall it through MeshTale. Rejected items never become recallable.

No. Review is a setting, and trust rules auto-approve new imports that match them, so the queue only holds what needs a look.

Three things: who imported it (a person, a team or a role), which connected tools it came from (specific ones or any connector) and where it applies (one workspace or every workspace). Rules cover new imports from connected tools, not uploads, web imports or personal workspaces, and they never skip a sensitive-data hold. When you add a rule you can choose to approve matching items already waiting.

No. Organization admins set audience, sensitivity, retention and policy rules that apply everywhere and can lock them. A workspace can be stricter, never looser.

Yes. A coding-agent session or a chat summary goes through the same queue as a call note or an email, and every memory shows whether a person or an agent wrote it.

MeshTale alerts a person, who chooses which is accurate or keeps both with context. The other is marked superseded and stops coming back in answers. Read more about conflict alerts.

Let a person say yes first,then let every agent use it.

Turn on review for your first workspace and connect a source.

Free tier, no card required.