Membership Agent
Merren
Membership Agent
MemEx Intelligence
Meet your MemEx AI Agents
Each agent has a defined job. Merren focuses on membership, Edrin on events, Orla on marketing, and Vale helps staff work across the organisation. They use MemEx Intelligence to notice changes, investigate them and prepare useful next steps for people to review.
Vale
Staff Assistant
Merren
Membership Agent
Edrin
Events Agent
Orla
Marketing Agent
Meet the team
AI Agents with a job to do
Merren, Edrin, Vale and Orla each focus on a distinct area of membership work, with their own remit and expertise - all powered by MemEx Intelligence.
Events Agent
Edrin
Events Agent
Staff Assistant
Vale
Staff Assistant
More than a Chatbot
Built to do more than answer questions
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Understand
Use the right organisational context with the right permissions.
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Notice
Recognise meaningful changes, risks and opportunities.
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Investigate
Bring together the evidence needed to understand what is happening.
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Recommend
Propose clear, governed next steps for people to review.
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Remember
Retain findings, decisions and outcomes beyond the conversation.
Across the member lifecycle
Merren
Membership Agent
Merren works across the member lifecycle, helping teams understand engagement, renewals, applications, service, payments, progression and changing member behaviour. She can spot what deserves attention, investigate why and help the team decide what to do next.
What Merren can do
- Member and cohort intelligence
- Renewal and engagement analysis
- Applications and service
- Proactive Findings
- External sector intelligence
- Draft outreach and governed actions
Across the event portfolio
Edrin
Events Agent
Edrin focuses on event performance, bookings, attendance, pricing, delegate behaviour and event strategy. He helps teams understand what is working, what is changing and what should happen next.
What Edrin can do
- Event creation
- Delegate and booking reporting
- Pricing and package advice
- Market price comparison
- Event promotion
- Portfolio performance
Across the whole organisation
Vale
Staff Assistant
Vale works across the organisation rather than in one specialist discipline. He helps staff find context, prepare for meetings, understand members and strategic objectives, connect information across systems and bring in specialist support when needed.
What Vale can do
- Cross-organisational context
- Meeting preparation
- Client and project understanding
- Policies and organisational knowledge
- Summaries and change detection
- Specialist routing
From brief to draft
Orla
Marketing Agent
Orla helps marketing and communications teams turn a brief into work that is ready to review: website pages built from your own site’s sections, short videos, campaign copy and marketing lists that respect email consent. Where she has no source for a fact she leaves a marked gap rather than inventing one, and everything she drafts is saved unpublished for a person to publish.
What Orla can do
- Website pages from your own sections
- Short videos from a brief
- Campaign and marketing copy
- Consent-aware marketing lists
- Page and content ideas
- Unpublished drafts for review
Marketing > Orla
Built to collaborate
How they work with you
Proactive
Merren: "Associate renewals are 8.7 points behind the same stage last year. Most of the decline is among members in their first two years."
Challenged, and willing to change position
A colleague: "I don’t think Ruth is actually a problem."
Merren: "I think that’s fair. Her payment position explains most of what initially looked unusual. I’d monitor rather than intervene."
Asked a specialist question
A colleague: "Edrin, why were no-shows so high at the Birmingham event?"
Edrin: "Registration was normal. The issue was attendance: 22% of registrants didn’t arrive, compared with 8% across the rest of the programme."
Asked for broad context
A colleague: "Vale what should I know before tomorrow’s client meeting?"
Vale returns a short cross-organisational summary.
The intelligence behind them
What makes them different
Context Engine
Provides the organisational knowledge, context, permissions and relationships they need to understand your organisation.
AI & Reasoning
Assembles the evidence a question needs and hands it to a model, without locking your organisational knowledge into any one AI provider.
Operations
Carries findings, recommendations, decisions and outcomes beyond the conversation, so what the organisation learned is still there when the people change.
Keeping you in the loop
Turn AI insight into action
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Notices
Merren sees something change in governed organisational evidence.
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Investigates
She assembles the evidence needed to understand what is really happening.
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Creates a Finding
The reasoning and the evidence are recorded, not just the answer.
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Recommends
A governed action is prepared for a person to approve.
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A human decides
Nothing reaches a system of record without someone approving it.
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The outcome is recorded
A MemEx CRM activity is created and the result persists.
Where it works
One intelligence platform. Wherever your team works.
Microsoft Teams
Ask questions, receive proactive alerts and work with your AI Agents in Teams.
MemEx CRM
Bring intelligence, recommendations and actions directly into the member and organisation records your team works with.
MemEx Intelligence Workspace
Investigate questions in depth, explore trends and follow findings through to outcomes.
MemEx Member Portal
Bring relevant, personalised intelligence directly into the member experience.
Your own AI client
No requirement to use ours. A client your organisation already runs can read the same governed context, under the same permissions.
See the AI Agents in action
Book a demo and see how they investigate real membership questions using the context held in MemEx Intelligence.