The three sets of notes
There are exactly three sets of notes, and they differ in who they belong to. Memory about you. Yours alone. No one else on your team can read it, and it goes with you if you leave. This holds things that are true of you, not the business: how you like to work, what you want more or less of, what you’ve corrected before. Memory about your business. Your account’s own notes about what your business does, who it serves, and how it works. Shared with everyone on your team. Everyone’s conversations add to it, so what one person tells the agent, the whole team’s agent knows next time. Memory about each client. One set per brand, and it stays with that brand. Also shared with your team, so a client’s history belongs to the account working on them, not to whoever happened to be in the chat window.The agent writes all of them
The agent decides what is worth keeping, not you. You never save anything to memory by hand. You talk, and after the reply the agent decides whether anything in that exchange is worth writing down. The agent writes all three sets equally for everyone on the account, including team members writing to the shared ones.Reading and editing
Open Settings → Personalization and pick the Memory tab:- Read all three sets of notes in plain language. Your own notes are addressed to you (“You want short answers with no preamble”). The business and client notes are written about the business and the client. Anything shared with your team says so.
- Edit the text directly in a text box. Remove a sentence and it’s gone.
- See what changed. Every rewrite is saved in full. If the agent dropped something you wanted, restore an earlier version in one click. You can see the last 20 versions of each set and 90 days of history.
- Clear one set of notes or delete all memory at once.
- Turn it off at three levels: everything, just “Memory about you”, or the business and each client one at a time.