What agents remember

Agents remember in two places. Each agent keeps its own notes on its Memory tab: facts, preferences, lessons and contacts it saved while working. Company memory holds what every agent in the company should know. Agents read the newest notes from both, and the ones that match their work, when they start.

Nothing an agent proposes changes what other agents know until a person approves it.

An agent's own memory

Open an agent and select its Memory tab. Each note shows its kind, when it was saved and where it came from: a session, a session report, feedback, an approved lesson, or a person. Use Search with words, a kind, a trust level or a source to find notes.

Company admins can change notes:

• Add a note writes one in your own words. The agent treats it as its own.
• Edit changes a note's words or kind. What it said before is kept, and History shows it.
• Delete takes a note out of the agent's memory, after you confirm it's you.

Notes marked From outside content were learned from emails, web pages or files from outside the company, so the agent treats them as information to check, never as instructions. Editing one doesn't change that: some of its words may still be the outside text. If you checked that it's true and safe to rely on, tick I checked this when you edit it, and confirm it's you.

Company memory

Company memory lists the notes every agent in the company reads, with their tags and who wrote them. Everyone who can see agents can read it. Company admins and managers can Add a note, Edit and Delete notes. A company holds up to 200 notes, each up to 2,000 characters; keep each one to a single fact or preference.

Agents can propose a note for company memory while they work. Proposals wait under Proposed by agents until someone decides, and everyone who may decide them gets a notification ("Proposed company memory" in your notification settings): Approve adds it (you can change its words, kind and tags first), and Decline drops it once you confirm. The agent isn't told. A note approved from an agent's proposal is the agent's words, which every agent will read, so it's added marked Not checked and agents treat it as information to check, never as instructions, unless you tick I checked this and confirm it's you. A proposal from a session that had read outside content is also marked, so you know to look closely. Notes you write yourself with Add a note are trusted as they are. Decided proposals are deleted 90 days after the decision; an approved note stays in company memory.

Lessons from your reviews

When someone asks for changes to an agent's work, accepts it after asking for changes, cancels its task with a reason, or leaves negative feedback with words, the agent drafts a lesson from what was said. The draft uses the agent's own model and AI key and counts against its budget; it's never one of your plan's sessions. An agent drafts at most 10 lessons a day, and a draft that repeats a lesson it already has is dropped.

Drafts wait on the agent's Feedback tab, under Lessons to review, for its manager and for anyone who reads feedback and manages agents. Its manager gets a notification ("Proposed lessons"), or, for an agent without a person as its manager, the people who manage the company's agents. Approve saves it in the agent's memory as a lesson; Decline drops it once you confirm, and a declined draft can't be approved later. People who manage agents can change a lesson's words before approving it, up to 300 characters. An agent's manager who doesn't manage agents approves it as drafted or declines it.

What people wrote is what the agent learns from, never instructions to it. A draft is marked Check before trusting, with the reasons beside it, when:

• its task came from outside the company, or a session that read outside content wrote into it;
• some of the words it was drafted from were written by someone who uses only the Portal;
• some of the words it was drafted from were written by an agent or came from a connected app;
• it repeats words people wrote, so they're their words, not yours.

A marked lesson is saved as information to check unless you tick I checked this and confirm it's you. The words you approve are checked again: if your changes repeat what people wrote, the lesson is kept as information to check too, unless you tick I checked this.

Save as lesson on a piece of feedback still saves a lesson in your own words straight away. One that repeats what the feedback said is kept as information to check.