🔒 PROTOTYPE DEMO · Every AI action is logged here — who, when, what, and which tools.
Foundation
Audit log
Every AI action — who, when, what, and which tools. Read-only.
All Assistant CRM Knowledge Hub Reminders Collection Approvals
TodayTue 10 Jun 2026
11:04
AY
Andy Yu verified Company number for Meridian Holdings — checked against cert-inc.pdf
Collection Client Onboarding 2026 Verified
10:58
AY
Andy Yu queried Passport — director 2 — "photo page cut off, MRZ not visible"
Collection Reopened on the client form Awaiting client
09:26
Client item received — Certificate of Incorporation attached to Meridian Holdings
Collection Client-supplied · unverified 3 fields proposed from the upload
09:24
Client saved page 3 of Client Onboarding 2026 — Documents
Collection Partial answers counted
09:18
Client opened the link for Meridian Holdings — passcode accepted on the first attempt
Collection jyglobal.com/c/8fK2mQ… Authenticated
08:47
Link locked for Silver Quay Nominees — 3 failed passcode attempts from one address
Collection Rate limit Staff alerted
08:31
AY
Andy Yu issued a client link for Meridian Holdings, with a generated passcode
Collection Expires on inactivity Issued
08:12
AY
Andy Yu revoked the previous link for Harbourline Advisory — never opened in 12 days
Collection Token rotated Revoked
09:42
JY Assistant drafted renewal email to Sarah Naidoo (Client M)
Assistant CRM Outlook draft Pending approval
09:43
AY
Andy Yu approved & sent renewal email to Client M
CRM Outlook Approved
09:15
JY Assistant answered ‘What’s due for Client M?’
Assistant CRM read Auto
08:30
JY Assistant logged a call note to Client X’s timeline
CRM Auto
07:00
JY Assistant sent morning digest
Assistant Telegram Auto
YesterdayMon 9 Jun 2026
16:20
KO
Knowledge Owner published SOP ‘Mauritius FSC GBL Application Checklist v3’
Knowledge Approved
14:05
JY Assistant — reminder fired: Client X CySEC call
Reminders Telegram Auto
11:30
LT
Lawrence Tan edited Client N record — added 2 contacts
CRM Approved
10:02
JY Assistant proposed a standing rule (passport-expiry reminders)
Assistant Pending approval
Earlier this weekFri 6 Jun 2026
15:48
JY Assistant generated minutes from Client M AML walk-through
Knowledge Read.ai Approved
09:10
AY
Andy Yu approved AML refresh date change for Client M
CRM Approved