Understand Their Memory
Your AI employees recall useful context from past conversations when their access allows it, so they get more useful the more you work together.
TL;DR
Advanced Memory helps employees recall useful facts and past context across conversations. Keep it on for the most capable experience, so you do not have to repeat important context. Turn it on in Settings > AI & Integrations > Memory, where its extra credit use is clear.
What Is Memory
Memory helps an employee carry forward relevant facts, decisions, and preferences from past conversations. It only recalls context that is available to the person and employee involved in the current work.
When Advanced Memory is on, relevant conversations can contribute automatically. You do not need to upload files or tell an employee to remember every detail.
How It Works
| What Happens | Details |
|---|---|
| You chat | Have a normal conversation with an employee |
| Facts get extracted | After the reply, the conversation is processed in the background and turned into facts and a stored snapshot |
| Future chats improve | In later conversations, relevant facts and recent history are pulled in automatically before the employee replies |
| Recommended setting | Advanced Memory is on by default. Keep it on for the fullest continuity between conversations |
Think of it like a colleague who keeps useful, access-aware notes. The more you work together, the more context they can use without asking you to repeat it.
What Gets Remembered
- Preferences. How you like reports formatted, tone, communication style
- Decisions. Choices made in previous conversations that might matter later
- Project context. Ongoing work, goals, and milestones discussed in chat
- People and relationships. Names, roles, and relationships mentioned
- Facts. Company policies, product details, deadlines, and similar details shared in chat
Memory is selective. Not every word of every conversation is kept. Very short exchanges (like "ok, thanks") are skipped entirely, and what gets kept is the information likely to matter again.
Memory vs. Training
Two different ways your employees gain knowledge.
| Memory | Training | |
|---|---|---|
| Source | Past conversations | Your documents (Notion, Google Docs, Slack, and other connected apps or URLs) |
| Setup | Automatic, no action needed | You connect a source and run training |
| Scope | Workspace-wide, shared by every employee | Workspace-wide, shared by every employee |
| Content | Preferences, decisions, facts from chats | Docs, wikis, emails, channel history |
| Updates | Continuously, after every conversation | When you run a new training session |
| Best for | Personalization and continuity | Domain expertise and company knowledge |
Use both together. Training gives employees knowledge about your business. Memory gives them knowledge about you, your team, and how you work together.
Where to See Memory in Action
Memory Inspector (Settings > AI & Integrations > Memory)
Open Settings > AI & Integrations > Memory, then select Load memory in the Memory Knowledge section. It does not load automatically, so browsing the page stays quick. You can inspect only conversation memory you have access to. If the section asks you to request access, ask the conversation owner to share its memory data with you. The result is reused for one hour for your workspace and account, and Refresh requests the latest view when you need it. It shows:
- How many entities, current facts, superseded facts, and stored conversation snapshots exist
- The entities memory has learned about (people, projects, companies)
- The current facts, with when each became true
- A test-search box so you can type a query and see exactly what memory would surface for it
This is on the Builder plan and above.
Action Inspector (per message)
Click Inspect on an assistant message to open its Action details, which include a Memory section. It shows what was recalled to produce that specific reply: facts pulled in, whether the search was anchored to a known entity, and any recent conversation snapshots used. This deeper per-message view is on the Leader plan and above.
In Conversation
You will notice memory at work when an employee:
- References something discussed days or weeks ago, even by someone else on the team
- Follows a preference mentioned in a past chat without being reminded
- Picks up a project conversation close to where it was left off
Keep Advanced Memory On
Advanced Memory is on by default, and we recommend keeping it on. It lets employees recall relevant past facts and conversation context, which makes repeat work more accurate and avoids re-explaining your business.
To change it, go to Settings > AI & Integrations > Memory and use Advanced Memory mode. Turning it off stops advanced fact extraction and recall. Your current conversation and other memory sources can still provide context, but employees no longer get the same advanced cross-conversation recall. Existing advanced memory is kept, not deleted, and is available again when you turn the setting back on.
Tips and Tricks
- Be specific in conversations. The more clearly you state preferences and decisions, the more reliably memory captures them
- Correct mistakes. If an employee recalls something incorrectly, just say so. New information supersedes the old fact rather than being lost
- Use Memory Knowledge. If you are curious what memory actually knows, or want to test what a query would surface, open Settings > AI & Integrations > Memory and select Load memory
- Memory follows access. Employees only use context that is available for the person and work they are handling
Good to Know
- Memory covers direct chats with employees. It does not treat scheduled or autonomous work runs as instructions from you; what an employee does on its own is remembered under its own account, never mistaken for something you said
- A private conversation is not broadcast. When a recalled answer touches something private, confidential, or role-restricted, the employee treats it carefully rather than repeating it to just anyone who asks
- Advanced Memory uses additional credits in the background to extract useful facts and retrieve relevant context. That cost is usually worth it because employees can build on past work instead of starting cold
Frequently Asked Questions
Q: Should I leave Advanced Memory on? A: Yes. It is on by default and recommended for most workspaces. It gives employees useful continuity across conversations and avoids repeating important context.
Q: Does memory work across different employees, not just one conversation? A: Relevant context can help employees across conversations when access allows it. The system keeps the original scope and does not use restricted context as a shortcut around permissions.
Q: What happens if I turn Advanced Memory off? A: The system stops advanced fact extraction and recall. Existing advanced memory is retained, not deleted, so turning it back on restores that capability.
Q: Does Advanced Memory cost credits? A: Yes. It uses additional credits to extract useful facts after conversations and retrieve relevant context before replies. Keep it on when continuity and better follow-through matter.
Q: Is memory shared with other users in my organization? A: Memory is access-aware. A direct conversation is not treated as an announcement, and an employee does not use restricted context as a way around permissions.