Understand Their Memory
Your AI employees remember past conversations across your whole workspace, so they get better the more your team works with them.
TL;DR
Memory is automatic. Every conversation is processed into facts and recent history, then recalled in future chats, whether with the same employee or a teammate. No setup required. Memory is shared across your workspace, not locked to one employee, and it is different from Training, which is about feeding in your own documents.
What Is Memory
Memory is your workspace's ability to recall past conversations. When someone on your team chats with an employee today about a project, and another employee is asked about it next week, that employee can recall it too. Memory tracks preferences, decisions, and facts shared in chat.
This happens automatically. Nobody configures anything, uploads files, or tells an employee to remember something. Every substantive conversation contributes.
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 |
| No setup needed | Memory is on by default for every workspace |
Think of it like a team of colleagues who share notes. The more the team works together, the more any one of them can pick up context someone else logged.
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 (Company > Training)
The Training tab has a Memory button in its toolbar. It opens a Memory Inspector showing:
- 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
Turning Memory Off
Memory is on by default for the whole workspace. To turn it off, go to Settings > Technical > AI Model and toggle Advanced Memory off. With it off, every conversation starts fresh: nothing is recalled, and no new facts are extracted. Existing memory in the workspace is kept, not deleted, so turning it back on restores recall.
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 the Memory Inspector. If you are curious what memory actually knows, or want to test what a query would surface, open it from the Training tab
- Memory is shared, not siloed. Facts learned in one employee's conversation can surface in another employee's replies, since the whole workspace shares one memory
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
- Memory processing uses a small amount of credits in the background, separate from the credits your regular chat replies use
Frequently Asked Questions
Q: Do I need to set up memory? A: No. Memory is on by default for every workspace. Just start chatting.
Q: Does memory work across different employees, not just one conversation? A: Yes. Memory is shared across your workspace, so a fact learned while chatting with one employee can be recalled by another.
Q: Can I clear an employee's memory? A: There is no button to selectively delete facts today. You can turn memory off for the whole workspace in Settings > Technical > AI Model, which stops new recall and ingestion, but it keeps what was already learned rather than erasing it. Terminating and re-hiring an employee does not reset memory, since memory belongs to the workspace, not the individual employee.
Q: Does memory cost credits? A: Yes, a small amount. Extracting facts after a conversation and searching for relevant ones before a reply both use background AI calls, billed like any other usage, but at a much smaller scale than the main chat reply.
Q: Is memory shared with other users in my organization? A: Yes, employees can use relevant workspace context across conversations while keeping track of who said it. A direct conversation is not treated as an announcement to everyone. When a requested answer touches something private or role-restricted, the employee protects it rather than repeating it automatically.