Agents can retain knowledge across conversations using two complementary systems: Agent Memory (per-agent) and the Knowledge Base (workspace-wide).

Agent Memory

Each agent has its own set of memory files — persistent markdown documents that are loaded at the start of every conversation. Use memory to store:

  • Workflow guidelines and preferences
  • Frequently needed reference data
  • Standard responses and templates
  • Rules and constraints the agent should always follow

Managing Memory

1
Go to Admin → Agents and select an agent
2
Navigate to the Memories section
3
Click New Memory and write content in the markdown editor
4
Save — the memory takes effect on the next conversation

How Memory Works

MEMORY FILES report-process.md slack-guidelines.md pre-load SYSTEM PROMPT Agent personality + memory content injected every session CHAT SESSION Agent follows memory from first message agent can update memories at runtime
  • Pre-loaded at session start — all memory files are injected into the agent's system prompt so they take effect from the very first message
  • Runtime access — the agent can also read, write, and edit memory files during a conversation
  • Persistent — changes made during a conversation persist for future sessions
  • Per-agent — each agent has its own isolated memory space

Example: Teaching an Agent a Workflow

report-distribution.md
## How to Send the Weekly Report

1. Always use the `weekly_metrics` SQL block for data
2. Format currency values with 2 decimal places
3. Send Slack summary to #analytics before email
4. Email goes to "Leadership" recipient group
5. Include a comparison chart (bar chart, not pie)
6. If any KPI dropped more than 10%, flag it in red

The agent will follow this process every time it's asked about the weekly report, without needing to be reminded.

Knowledge Base

The Knowledge Base stores workspace-wide reference documents accessible to all agents that have the knowledge permission enabled.

Navigate to Admin → Knowledge to manage knowledge entries.

Use Cases

Company Glossary
Define business terms so agents use consistent language
Data Dictionary
Describe what tables and columns mean in business context
Process Docs
Standard procedures any agent might need
FAQ & Policies
Common questions and approved answers

Enabling Knowledge for Agents

  1. Go to Admin → Agents and select the agent
  2. Enable the Use Knowledge Base permission
  3. Save — the agent can then search and retrieve knowledge entries during conversations

Memory vs. Knowledge Base

Agent Memory
Knowledge Base
Scope
Per-agent
Workspace-wide
Loaded at start
✓ Injected into prompt
Available via search
Writable by agent
✓ At runtime
✗ Admin-managed
Best for
Agent-specific workflows
Shared reference info
💡
Use memory for things specific to one agent's role. Use the knowledge base for information any agent might need.