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Company memory

Company memory is your company's shared memory. The agent notes key facts about how your company works as it helps you — who leads what, how you follow up with clients — and uses them across AI features. Company owners and admins can review it, change it with AI and restore earlier versions.

Pro feature

Company memory is available on AI Office Pro and company plans.

How to update company memory​

  1. Open Company settings › Company memory.
  2. Read Current memory.
  3. Select Update memory.
  4. Describe what to add or change, for example We follow up with every client each Friday or Olivia now leads billing.
  5. Select Edit with AI. The agent drafts the full updated memory under Proposed memory.
  6. Select Confirm & save, or Discard.

How to restore an earlier version​

  1. Select Show history.
  2. Open a version and select Restore.