FAQ

Questions before the first pilot

What office teams ask before they trust Palari with real work: scope, domains, memory, policies, tools, permissions, and privacy boundaries.

Scope first

A Palari starts with one kind of work and approved sources.

Review before action

Task Cards and Completion Cards make the work inspectable.

Memory needs rules

Palari Memory, Team Memory, and Team Policies stay separate.

Tools wait

Connections, sends, shares, and changes require permission.

Core

Product basics

Start narrow: one kind of work, one set of sources, one human owner, and clear limits.

What is a Palari?

A Palari is a named coworker for one kind of work. It has clear scope: what it can use, what it can prepare, what it can remember, and what needs permission.

Is Palari just another general chat surface?

No. A Palari has a bounded domain, approved sources, Task Cards before work, Completion Cards after work, and memory that is reviewed instead of silently expanding.

What is scope?

Scope is the boundary around a Palari. It names the job, sources, off-limits material, human owner, permission rules, and the actions the Palari can prepare or request.

What is a Palari Domain?

A Palari Domain is one kind of work, such as grants, board packets, client follow-up, support, policy updates, finance admin, or operations. The domain gives the Palari useful defaults on day one.

Why not just use ChatGPT or Claude?

General chat tools are useful, but they usually start broad. Palari starts narrow: one domain, approved sources, visible Task Cards, reviewed Completion Cards, and permission rules the team can inspect.

Core

Work records

Make the work visible before it starts and reviewable after it finishes.

What is a Task Card?

A Task Card frames the work before or during the request. It shows the goal, approved sources, off-limits sources, owner, expected output, and permission moments.

What is a Completion Card?

A Completion Card is the record after work is done. It shows what the Palari prepared, which sources it used, what changed, what still needs review, and any memory or policy proposals.

How do I start?

Start with one kind of work. Give Palari one folder, one recurring job, one human owner, and one set of sources it is allowed to use.

Core

Memory and policies

Keep private memory, shared team context, and rules in separate lanes.

What is Palari Memory?

Palari Memory is the private working memory for one Palari and its owner. It can remember preferences, decisions, facts, and context after review, then bring back only what matters for the current task.

What is Team Memory?

Team Memory is shared context approved for a workspace or domain. It captures standards the team wants reused, such as source preferences, wording, recurring decisions, and useful examples.

What are Team Policies?

Team Policies are the rules a workspace wants Palaris to follow: which sources are trusted, what needs permission, what must stay private, and what kinds of work are out of scope.

Can managers see everything?

No. Managers can review structured Completion Cards, Team Memory, Team Policies, and task status. They should not see private worker chats or unrelated Palari Memory.

Core

Tools, permissions, and privacy

Treat outside tools, sends, shares, and sensitive categories as permission moments.

What is Tool Exploration?

Tool Exploration helps a team decide whether a domain needs another tool. Palari may suggest Canva, QuickBooks, HubSpot, a shared sheet, a specialist service, or no new tool at all.

Can Palari use outside tools?

Yes, when the team approves it. Palari can prepare a setup Task Card, name the owner, explain what data would be shared, and wait for permission before connecting accounts or changing records.

What does Palari not do without permission?

It does not connect outside tools, share data with vendors, send messages, change records, expand access, or change Team Policies without permission.

Is this worker monitoring?

No. Palari's product principle is: standardize the work, not the person. It checks the task, sources, draft, and permission trail rather than private worker behavior.

Can I use Palari with regulated patient data, student records, legal decisions, hiring decisions, or tax filings?

Not in beta unless the right agreements, controls, and legal review are in place. Palari beta is for low-risk administrative work: funding folders, meeting materials, procedure notes, internal notes, draft communications, and source-backed office work.

Still here

Question we missed?

Email hello@palari.io, or skip ahead and request an invite.

Continue exploring Palari

Move from questions to the pilot shape.

If the boundaries make sense, the pilot page shows the starting shape. Privacy explains what stays separate before real work begins.