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Memory

The Memory section serves as a central knowledge base for your entire organization. It represents long-term memory where you can store strategic documents, processes, product knowledge, or specific know-how. You can then attach these documents to individual Agents, and they can actively use them when generating responses.

Memory section interface

Collections and Structure​

Knowledge in Memory is organized into Collections, which function as thematic folders. Collections allow you to logically separate data for different teams or projects (e.g., Marketing, Sales, HR).

You can find the collection menu in the top right corner in the dropdown. After clicking this menu, you will see all the collections you currently have access to and the button Create new collection. After selecting it, you will enter the name of the collection, and confirming it will create the collection.

  • Creating a collection: Allows you to group related documents under one name.
  • Sharing: Collections can be private or shared within a team or the entire organization.
  • Management: Each collection has controls for setting permissions (shield icon), editing the name (pencil icon), and deleting the collection (trash icon).

Pages and Nesting​

Within each collection, you can create individual Pages. The platform supports a hierarchical structure, meaning that pages can be nested within each other (creating subpages).

  • Creating a new page: Using the page icon with a plus sign, located above the list of existing pages.
  • Nesting: By hovering over an existing page, clicking on the three dots icon, and selecting the New subpage button, you can build complex wiki systems or structured manuals.
  • Deleting a page: In the same menu as creating a subpage, there is also an option to delete the page.

Content Editor​

When selecting any page, a text editor opens on the right side of the screen, allowing users to format knowledge so that it is understandable and clear for agents and users.

  • Changing the page title: After clicking on any page, you can edit its title by clicking on it above the text editor.
  • Formatting: Support for headings (H1–H6), bold text, italics, underline, lists (bullets, numbering), and undo/redo options.
  • Links and code: Ability to insert hyperlinks or code blocks for technical documentation.

Tip: For effective agent functioning, we recommend keeping pages in Memory clearly structured using headings and bullet points, which facilitates semantic searching of the data.

Linking with Agents​

For practical use of the Memory section, it is necessary to link specific collections or pages with particular Agents.

  • Contextual responses: If a specific collection or page from Memory is assigned to an agent, it will first search these sources for every query.
  • Timeliness: Any changes made in the Memory section will immediately reflect for all agents using that source. Therefore, it is not necessary to reconfigure individual agents.
  • Sourcing: An agent can draw facts from this data or use specific terminology from your company.

Example Use​

  • On the page, you can define, for example, Company contacts (see the image above), where you will structurally describe the company's employees, their positions, and contacts.
  • Thanks to this knowledge, Agents to whom you attach this page will know the structure of your company and assist employees in contacting colleagues, thereby saving their time.
  • In the case of a new employee joining, there is no need to rewrite the data for each Agent separately; it is enough to update the information only on the given page in the Memory section (the "Single Source of Truth" strategy).