Accessing the Memory Panel
Click the Memory button (Brain icon) in the chat header to open the Memory Panel. You'll see a full-screen dialog with two tabs:
Saved Knowledge - AI-extracted snippets and insights you save from conversations
About Me - User-written context about yourself (always included in sessions)
Hover over the info icons next to each tab to learn more about how they work.
What Gets Saved
You can save any text as a "memory":
Key coaching advice
Your role and responsibilities
Specific techniques that work for you
Account-specific strategies
Personal preferences
How to Save
From AI Responses
Find advice you want to remember
Click the "Save to Memory" button (bookmark icon)
Edit the title and content if needed
Select a category
Click Save
Manual Entry
Click the Memory button in the chat header
Select the Saved Knowledge tab
Click "+ Add Knowledge"
Enter title, content, and category
Click Save
Categories
Organize memories by type:
General - Misc insights and advice
My Preferences - Your personal preferences and style
Facts & Info - Key facts and information
Techniques - Sales techniques and approaches
Objection Handling - Handling specific pushbacks
Scripts & Templates - Reusable scripts and templates
Key Insights - Important insights to remember
How Memories Are Used
When you start a new chat:
The AI searches your memories for relevant context
Matching memories are included in the context
Responses are personalized based on your saved knowledge
Look for the 🧠 Personalized badge to know memories were used.
Best Practices
DO Save:
Techniques that worked in real situations
Your specific challenges and goals
Account strategies you want to remember
Preferences for coaching style
DON'T Save:
Generic advice available in playbooks
Temporary information
Highly sensitive data
Examples
Good memory:
"When negotiating with enterprise IT buyers, I find success leading with security certifications before discussing pricing."
Less useful memory:
"Always be closing." (Too generic)