Your assistant keeps notes on how you work so you do not have to repeat yourself. Ask for pipeline in SEK once and it will not ask again.
This article covers:
- What it remembers
- Telling it something to remember
- Seeing and correcting what it remembers
- Memory versus a conversation
What it remembers
Standing facts and preferences, picked up as you work: which accounts are yours, that you want figures in a particular currency, that "the Nordics team" means five specific people, that you prefer short answers without preamble.
It does not memorise your data. Deals, contacts and activities are read live from the CRM every time, so it is never working from a stale copy.
Telling it something to remember
Just say so:
"Remember that I only cover manufacturing accounts."
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"From now on, always show figures in SEK."
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"Ekström AB is handled by Anna, not me."
It will confirm what it saved. You can also correct it in passing — "no, that account moved to Johan" — and it will update the note.
Seeing and correcting what it remembers
Ask: "what do you remember about me?" It will list what it holds.
To see it per agent: Agents → the agent → Open agent page → Memory.
To remove something, say so — "forget that I only cover manufacturing" — or delete it on the Memory tab.
Tip: if answers have started coming back consistently wrong in the same direction, check memory first. A stale note like an old territory is the usual cause, and one correction fixes every future answer.
Memory versus a conversation
A conversation remembers itself while you are in it — you can say "now the same for last quarter" and it knows what you meant. That context ends with the conversation.
Memory persists across conversations, and across routines. That is the difference: if it should apply next month too, it belongs in memory.
Memory belongs to you. Colleagues do not inherit your preferences, and an org-wide agent does not share one person's notes with everyone.