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Build on what your agent learns from conversations.

Your agent keeps useful context from conversations and feedback. Choose whether each memory is for everyone using the agent or just you, and review, edit or delete it as your definitions change.

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Finance agentInteractive example
  1. Conversation: Quarterly planning, 2 Sep

    Priya: “Our fiscal year starts in April.”

  2. Kept as a memory

    Must-haveEveryone using this agent

    Fiscal year begins on 1 April.

    From “Quarterly planning”, by Priya

  3. Conversation: Monthly review, 6 Oct

    “Which months are in our first fiscal quarter?”

    Finance agent: April through June.

Sample data. Priya is an example teammate.

How it works

  1. Someone says it

    A correction, a preference or “remember …”.

  2. Choose who it’s for

    Everyone using the agent, or just you.

  3. Review it

    See, edit or delete it in the Memory tab.

Turn feedback into useful context

When an answer misses a definition, mark it wrong and say what was wrong. The agent saves that as a correction for future answers. For a definition the whole team relies on, add it as a rule too, and test it.

  • Say what was wrong, and it’s saved as a correction
  • What it learned from that answer is cleared

Q1 runs from January to March, so first-quarter revenue was …

Marked wrong

What was wrong?

“Our fiscal year starts in April.”

Saved as a correction

Sample data. Example correction.

For everyone, or just for you

When something sounds like it should apply to the whole team, the agent asks: “Remember this for everyone using this agent?” Until someone answers, it stays with the person who said it.

  • Everyone or Just me, chosen under the answer
  • Personal memories are only used for their owner
Finance agentInteractive example

Priya: “Show amounts in lakhs for me.”

Remember this for everyone using this agent?

Until someone answers, it stays with Priya.

Viewing as

Net revenue: $112,000

Sample data. Priya and Sam are example teammates.

Sam sees net revenue as $112,000.

See what it keeps

The Memory tab lists what the agent has learned, who it applies to and where it came from, each kept as a must-have, a preference or a suggestion. Edit what’s out of date and delete what no longer helps.

  • Kept as a must-have, a preference or a suggestion
  • Edit or delete any memory
Finance agentInteractive example

Memories

Fiscal year begins on 1 April.

Applies to
Everyone using this agent
Strength
Must-have
From
“Quarterly planning”, by Priya
Updated
2 Sep 2026
Sample data. Removing here changes only this example.

Frequently asked questions

How is memory different from knowledge and rules?

Memory comes from conversations. Knowledge and rules are context you deliberately give the agent.

Can I see what it has learned?

Yes. The Memory tab lists each memory, who it applies to and where it came from.

Can I change or remove a memory?

Yes. Edit or delete any memory from the Memory tab.

Will my personal preferences change other people’s answers?

A memory kept just for you is only used in your conversations. Choose Everyone when it should apply to the team.

What should I do after correcting an important answer?

Check what the agent kept, add the definition as a rule if the whole team relies on it, and test the question again.

Give your agent context worth keeping

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