Find the bit you need
Search memories grouped by topic, rather than rereading a stack of old conversations.
Keep the useful history. Change what changes.
“Actually, we do it this way now.”
A good employee remembers. A useful one can also learn that the delivery day changed. See what your internal employee remembers and keep the details current.
Example: keeping a preference current
- Find
- Search the topic or detail
- Correct
- We now send the update on Thursday
- Pin
- Keep the important preference handy
- Forget
- Remove a fact you no longer need
Keep it current
Add a useful fact, correct an old one or pin an important memory for later conversations.
Choose what to forget
Forget a fact, a topic or what the employee learned from a channel. The settings also include a separate delete-all choice.
Put it to work
Start with the job you already have.
- 01
Open Memories
Go to Settings → Memories to see the information your internal employees have kept.
- 02
Find the topic
Search for the person, project or preference you want to update.
- 03
Make the change
Correct the detail, add a memory or pin the information you want it to keep close.
These controls manage your internal employee’s account memory. Customer-facing employees use separate selected knowledge and recent customer conversations. Memory changes affect later responses; saved conversations and other account records have their own controls.
A couple of useful details
Before you get started.
Is memory the same as uploading a business document?
They work together. Documents supply the material for a role, such as a rate card or playbook. Memory carries useful facts and history from your internal work across conversations.
Can I forget everything learned from one channel?
Yes. Settings → Memories includes Forget a channel, as well as controls for individual memories and topics.
Make room in your day
Give it one real job.
Try the free email drafter, or bring your workflow to a demo.
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