Exploring a memory
A memory is only useful if you can check what's in it. Opening one is like flipping through a colleague's notebook — except you can also see the lines they've drawn between pages: who works where, which project belongs to which client, what a decision was based on.
Open any memory from the Memories page. It has four tabs.
| Tab | What it's for |
|---|---|
| Overview | The headline counts, plus the most recent notes, files and key names |
| Observations | Every fact, searchable — read, edit or delete any of them |
| Files | The original documents kept alongside the notes |
| Graph | The map of how everything connects |
Observations — the facts themselves
Each note shows its title, its category, an excerpt, its tags, and when it was recorded. Click one to read it in full, along with the people and things it mentions.
Two things worth knowing:
- Editing keeps the connections. Fix a typo or reword a fact and everything it was linked to stays linked. You're correcting the note, not replacing it.
- Deleting cleans up after itself. Remove a note and any person or thing that only that note mentioned disappears with it. Anything mentioned elsewhere stays.
There's no undo. If a fact has merely changed rather than turned out to be false, edit it instead — that keeps the history of what it was connected to.
Graph — how it all connects
This is what makes a memory more than a pile of notes. Every person, company, project and document mentioned across your observations becomes a point on a map, and every relationship between them becomes a line.
Bigger points are mentioned more often. Colors group things that tend to come up together. Click any point to see what it is and what it's connected to.
Consulting client since 2024. Renewed for 12 months in Q3.
Hover or tap any point to follow its connections.
This is why an agent asked about Sarah can also tell you about the renewal she owns, the partner working on it, and how Acme is billed — none of which was in the note about Sarah.
The full-page view adds search — type a name to jump straight to it — plus zoom, drag, and a re-layout button when things overlap.
As a memory grows, the same person can end up recorded twice under slightly different names. Consolidate (on the memory's header) reviews the store and suggests merges. You approve each one before anything changes.
Files — the originals
Notes are short on purpose. When the source document matters — a contract, a spreadsheet, a deck — it's kept in the Files tab and referenced from the note that describes it.
Files are organized in folders like any drive. "by agent" means your agent saved it while working; "by you" means you uploaded it.
Drag files in to upload — a .zip is unpacked for you. Your agents can also save files here themselves and open them again later.
A file nobody has described is a file your agent won't think to open. After uploading, add a short observation saying what's in it and when it's worth reading.