Chat commands - some things you can ask Remy
2 min read
Everything Remy does can be asked for in plain language in chat. Wording does not have to be exact - these are the phrases Remy recognises most reliably, grouped by what you want to do.
You want to… | Say something like | What happens |
|---|---|---|
Open your dashboard | "Open Remy" · "Show me my dashboard" · "What's on today?" · "Where do I start?" | The dashboard opens; Remy answers from its current state |
Rebuild today's page | "Regenerate today" · "My morning page" · "What should I focus on today?" | Recommendations and dashboard are rebuilt now |
Ask about a client | "What did we promise Anna Meier?" · "Who is Robert Smith's attorney?" · "What does the memory say about…" | An answer with citations; read-only |
Store a fact | "Remember that…" · "Note that…" · "Add to the memory…" | Written to the right page, tagged as yours |
Remove a fact | "Forget that…" · "Remove from memory…" · "Don't store that" | Removed through the logged forget path |
Prepare a meeting | "Brief me for my meeting with…" · "Prepare my meeting briefs" · "I'm meeting X on Thursday, prepare me" | A brief on the meeting record and in the side panel |
Write up a meeting | "Write up my meeting with…: [what happened]" | Write-up, memory update, follow-up draft, actions |
Draft an email | "Draft an email to Anna Meier about…" | A draft in two tones on the client record |
Register a prospect | "Register a new prospect: …" · "Add … as a client" | Folders, memory, screening, gap analysis, request letter |
Onboard | "Start onboarding for…" · "Convert … to a client" · "Confirm … as a client" | Gap check, request letter, hand-off pack, lifecycle change |
Offboard | "Offboard…" · "… is leaving" · "Mark … offboarded" | Lifecycle change, case on in-flight, one unsent draft with the pack |
Run a monitor now | "Check document expiry" · "Check drift for…" · "Run suitability check" · "Screen…" · "Run the market scan" | The monitor runs for one client or all; findings appear as open items |
Disposition a finding | "Confirm the screening finding on…" · "Mark alert … false positive" · "Escalate…" | The proposed finding is settled and logged |
Source of wealth | "Prepare the source-of-wealth narrative for…" · "Where does the money come from?" | A proposed narrative with gaps, pending your confirmation |
Find referrals | "Who does … know?" · "Warm intros for…" · "Prospect from my book" | Network edges, relationship graph, scored shortlist, dossiers |
Ingest yesterday's mail | "Pull yesterday's client files into the folders" | Attachments and facts from inbound client mail filed by taxonomy |
Refresh a memory | "Refresh the memory for…" · "Mine … again" | Incremental mine; asks refresh / update / redo if a memory exists |
Check memory health | "Audit the memory for…" · "Which clients need mining?" | A read-only health report in chat |
Change the schedule | "Run screening monthly" · "Pause the overnight runs" · "What's scheduled?" | The scheduler retunes, pauses or lists your tasks |
Change your setup | "Change my Remy setup" · "Connect Remy to my data" | The setup page: name, sources, connections |
See the version | "Which version of Remy am I on?" | The build stamp per service |
Remy always identifies the client first. If a name is ambiguous - two Anna Meiers - it asks rather than guesses. If a phrase is not about a client, nothing is stored.