Knowledge (agent memory)
Knowledge (agent memory)
The sidebar shows this module as Knowledge under Agents. It is what agents know without being told each time: your own notes and standing preferences, what agents learned about doing their jobs, knowledge shared with everyone, and searchable copies of projects, tasks and documents (module knowledge).
In the sidebar under Agents → Knowledge. Search by meaning needs an embedding connection under AI; without one, search matches words.
What you see
The page has five tabs.
- Mine: what you stored, and what you or an agent acting for you remembered. Only you, and agents acting for you, see these. Standing preferences, such as "quote me in EUR", are handed to every agent that acts for you.
- Agents: each agent's notebook: what it noted about doing its job, with when and in which run. An entry is handed only to the runs of the person it was learned from, until somebody who may edit the agent shares it with everyone. Editors see whom each entry was learned from and can Share with everyone, Keep private, Edit or remove it.
- Project facts & proposals: what waits for your decision, with a count on the tab.
- Memories proposed to you: drawn from your conversations once they have been idle for a day, or held because the run that asked to remember them had read outside content. Nothing here reaches an agent until you accept it, and only you can accept or reject it. A memory waiting 14 days is dropped.
- Facts proposed for your projects: accepted, a fact is handed to every agent working on the project. Current facts are on each project's Brain page.
- Shared: knowledge for everyone here, found by every agent: policies, conventions, the names of things.
- What agents can find: figures for what an agent acting for you can find (Matching, Shared, Mine, From my projects, Waiting, Last reindex), and a Search to try a question.
Your style card
Agents also keep a style card for you: how you like answers (language, emoji, format, how much to explain, whether to ask or act). You change it on your About you page or by saying so in a chat. Once a day, around 03:00 your time, an agent reviews the day's chats and may adjust it; each change says why.
How search matches
Search matches the exact words of what is stored, in any language, plus exact codes such as INV-2024-0042. "Quoted phrases", or, and a leading - to leave a word out work. There is no prefix matching. With an embedding model connected, search also matches by meaning, and each result shows Words + meaning, or Words (model down) if the model cannot answer.
What you can do
Add a note or a preference
Open Mine, press Add a note, give it a Title, Content and optionally a Source, and save.
Add shared knowledge
Open Shared, press Add shared knowledge, fill in Title, Content and Source, and save. Only an administrator can add shared knowledge.
Accept or reject what was proposed
Open Project facts & proposals and press Accept or Reject on each.
Correct or share an agent's notebook entry
Open Agents, find the entry, and press Edit, Share with everyone or Keep private, where you may.
Try a search
Open What agents can find, press Search, and type a Question, such as "What is our refund window?".
Who can do what
| Permission | Label | Lets you |
|---|---|---|
knowledge:read | Search knowledge and recall memories | Open the page, search, and see your memories, proposals, style card and the notebooks of agents you may use. |
knowledge:write | Add and remove knowledge and memories | Add, edit and remove knowledge documents. An administrator can also change shared knowledge. |
knowledge:remember | Remember things for yourself | Save, correct and forget your own private memories. Everyone holds this. |
knowledge:manage | Reindex the knowledge base | Rebuild the index now rather than waiting for the night. |
What search returns is limited to what you may see.
What happens on its own
| Job | When | What it does |
|---|---|---|
nightly-reindex | Every day at 03:00 UTC | Copies projects, tasks and documents into the index again, so agents find what changed. Shows as Last reindex. |
memory-expiry | Every day at 04:10 UTC | Drops proposed memories that waited 14 days without an answer. |
Needs
Projects, Tasks and Documents switched on.
What agents can do
An agent can search, remember things for the person it acts for, keep its notebook and manage knowledge documents. Accepting a proposed memory stays with the person: not an agent, not a key. For something a whole project should know, agents use the project brain instead. Read-only tools run at once; the rest ask first under the default rules.
- Read-only:
knowledge.search,knowledge.memories,knowledge.memoryProposals,knowledge.notebook,knowledge.styleCard,knowledge.docs - Your own memories:
knowledge.remember(in your private memory, or the agent's notebook),knowledge.undo(forget something an agent remembered without asking, and bring back what it replaced),knowledge.forget(deletes) - Notebook:
knowledge.shareNotebookEntry(share an entry with everyone, or keep it for its person) - Documents:
knowledge.addDoc,knowledge.updateDoc,knowledge.removeDoc(deletes) knowledge.reindex: rebuild the index now (spends AI)
Over MCP the tools are named knowledge__search and so on.
Related
- Agents: agents are handed memories when Recall memories is on.
- Brain: facts for a whole project.
- AI
- Sharing and visibility