User and business memory
The assistant remembers things across conversations, so you don't have to repeat yourself every time you start a new session. There are two kinds of memory it keeps: business memory, shared across your whole team, and user memory, personal to you.
Two kinds of memory
Business memory belongs to the company, not to any one person, so everyone on your team benefits from it. It holds things like:
- Ground rules and guardrails (for example, "never discount below list price" or "always CC the account owner on renewal emails")
- Company values and culture
- Strategy and marketing tactics
- General context about what's going on in the business right now
User memory is personal to you — your teammates don't see it, and you don't see theirs. It holds things like:
- Preferences for how you like things done
- Do's and don'ts
- Instructions you find yourself repeating
- Personal context relevant to your work
Always in scope, everywhere the assistant works
Both memories are read automatically, every time you talk to the assistant — you never have to remind it to check. That includes moments when the assistant hands part of the work to a specialist for a particular kind of content, such as drafting an email, designing a web page, or writing a blog post (see Artifacts overview). Whoever ends up doing the work still honors your business's rules and values, and — while you're chatting directly — your personal preferences too, without you repeating them in every request.
How the assistant learns something new
Most of the time you don't need to do anything. If you mention a lasting preference or an important business fact in the course of a normal conversation, the assistant recognizes it's worth keeping and saves it on its own — for example, if you say "we never discount below cost" while discussing a campaign, it remembers that going forward.
You can also be explicit: just say "remember that ..." and whatever follows is saved right away. This works for personal preferences ("remember that I like subject lines under 40 characters") and business facts ("remember that our support hours are 9-5 Eastern") alike.
Reviewing or changing what it remembers
There's no separate settings page for these two memories — you manage them entirely through conversation. Ask the assistant what it currently remembers about you or the business, and it will show you. If something is wrong, outdated, or you'd just like it organized differently, tell it what to change and it will update its notes accordingly.
What's different about user memory
Business memory applies everywhere the assistant works, including automations and journeys running unattended, with nobody actively chatting. User memory only comes into play while you're in an actual conversation — it isn't applied during unattended runs, since there's no specific person to apply it to, and it's never shared with teammates.
What memory is not
Memory is a compact, curated set of facts and preferences — not a running transcript of everything that's ever been said. The assistant won't recall the exact wording of a conversation from weeks ago; that's what your saved tasks are for (see Using AI sessions). What it does carry forward is the durable, distilled version: the handful of facts and preferences worth keeping, automatically kept to a manageable size so it stays useful instead of turning into a pile of old notes.
It's also distinct from Business DNA, your structured brand profile — colors, fonts, tone of voice, and legal details used specifically when the assistant designs or writes something. Business memory is more freeform: rules of thumb, strategy, and context that don't fit into a structured profile.