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Documentation Index

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Memory is how ClarityQ remembers things about you and your product between chats. It stores the rules, conventions, and preferences that shape how your data should be interpreted — the kind of context that doesn’t live in your database but matters every time someone asks a question. Without Memory, you’d have to repeat the same context in every conversation. With it, ClarityQ answers in your terms, applies your defaults, and respects rules you’ve taught it once.

The Two Levels

Memory operates at two levels. Each level scopes who a memory applies to and who can change it.
LevelScopeExamples
PersonalJust youYour timezone, your preferred chart style, the cohorts you analyze most often
ProductEveryone working on a specific productThe product’s primary KPIs, naming conventions, common filters, internal account exclusions

What Belongs in Memory

Good memory entries are short, factual, and durable. They describe a rule or preference that applies broadly, not a one-off fact tied to a single question. Examples of useful memories:
  • “Treat all monetary amounts as USD unless a currency column is present.”
  • “When asked about ‘last month’, interpret it as the previous full calendar month, not the trailing 30 days.”
  • “I work in EMEA — default reports to UTC+1.”
Don’t use Memory for:
  • Metric and dimension definitions — these belong in the Semantic Catalog, where they’re versioned and validated.
  • Repeatable analysis workflows — these belong in Skills.
  • One-off facts only relevant to a single chat — keep those in the conversation itself.

Adding and Maintaining Memory

Personal and Product memory have slightly different management flows.

Personal Memory

Personal memory is added and edited entirely in Ask Anything conversations. Tell ClarityQ to remember something during a chat — for example, “remember that I prefer line charts over bar charts” — and the agent saves it to your personal memory. To update or remove an entry, ask the agent to make the change the same way. The Memory page lists everything that’s been saved on your behalf. Each entry has a Name and a Description (the memory itself). Delete entries directly from the page when you no longer want them. The Enable Memory toggle on the page stops the agent from loading any personal memories without deleting them.

Product Memory

Product memory has two entry points:
  • Memory page → Product Memory tab — Click Add memory to start a guided flow.
  • Ask Anything — Type /product-memory add (or /product-memory edit, /product-memory delete) in chat.
Each product memory entry has a title (a short label identifying the topic) and content (the durable fact, rule, or instruction the team needs ClarityQ to remember). Product memory follows the same draft-and-release cycle as the rest of the Semantic Catalog: changes are staged as drafts, reviewed, and released as a new version. Use the edit and delete icons on each row to update or remove entries.
Only users with workspace admin rights can edit Product memory. Anyone in the product can read it, and the agent uses it in every conversation in the product.

How Memory Is Used

Unlike other parts of the Context Layer that the agent searches on demand, memory is always loaded into every conversation. The agent has your personal and product memory available from the start and applies your conventions automatically, without you having to restate them.