Each chat with the agent starts fresh, but your project shouldn’t have to. Memories are short notes the agent keeps about the project — key facts, your preferences, rates you’ve given it, what’s been worked on — so it doesn’t ask the same questions every time.
How memory works
- The agent checks its memories at the start of a new chat and uses what’s relevant.
- It saves new memories as it learns — when you give it a rate, state a preference, or it finishes a piece of research worth keeping.
- Memories belong to the project. Everyone working on the project benefits from them, and they don’t carry over to your other projects.
- Documents win. The agent treats memories as a starting point and checks facts against the drawings and specs before relying on them.
What gets saved
Memories are organised by topic. Common ones include:
- Project-Info — address, owner, team, building type.
- Preferences — how you like answers and documents laid out, recurring requirements.
- Rates — labour rates, contingency and other numbers you’ve set for estimates.
- Timeline — a dated log of what’s been worked on, one file per month (for example Timeline-10-26).
- Topic files such as Preconstruction, Design, Legal or Administration.
Ask the agent to remember something
Just tell it in a chat:
- “Remember: our blended framing rate is $78/hr and we carry 10% contingency on every estimate.”
- “Always put quantities in imperial units.”
- “The owner’s rep is Sam Patel — note that for minutes.”
The agent saves it and confirms. Next time, in any chat on this project, it uses it without being asked.
Ask it to forget or correct something
Say “Forget the drywall rate” or “Update the contingency to 12%” and the agent edits its memory. You can also edit or delete memories yourself — see Managing Memories.
Memories versus notes
- Memories are working notes for the agent — short, factual, kept up to date by the agent.
- Notes in the Workspace are documents for people — minutes, reports, briefs — that you share and export.
If you want something your team will read, ask for a note. If you want the agent to keep something in mind, ask it to remember.
