Managing Memories

View, add, edit, and organize memories in Settings → Profile → Memory.

Before you begin

• Sign in to EtherAssist.
• Enable memory before expecting saved memories to influence responses.
• Review memory content for accuracy and sensitivity before activating it.

View memories

• Search - Filter by keyword
• Status filter - All, Active, Suggested, Disabled
• Type filter - Preference, Fact, Project, Constraint
• Pagination - 5, 10, or 20 per page

Add a memory

1. Select Memory type (Preference, Fact, Project, Constraint)
2. Enter Content - Be specific and concise (1-3 sentences)
3. Add Tags (optional) - For organization
4. Click Add Memory

Good content:

IT Manager at TechCorp (500 employees), responsible for Microsoft 365
and infrastructure security. Using Azure AD Premium P2 and Intune.

Avoid: Vague content ("I work in IT"), sensitive data, temporary context.

Review suggested memories

Auto-captured memories appear with "Suggested" status:

1. Review the content for accuracy
2. Activate - Confirm and use in future responses
3. Delete - Reject the suggestion

Edit, disable, delete

• Edit - Update content, type, or tags
• Disable - Turn off without deleting (can re-enable later)
• Delete - Permanently remove (cannot be undone)

Export

• Export JSON - Full data with IDs and dates
• Export CSV - Spreadsheet-friendly format

Retention

• Indefinite (default) or time-limited (e.g., 180 days)
• Admin may enforce org-wide retention policies
• Configure in Settings → Profile → Memory → Retention

Best practices

• Review suggested memories promptly
• Keep memories current - update when your role or stack changes
• One fact per memory (avoid combining unrelated info)
• Use tags consistently for easy filtering
• Export periodically as backup

Tips

• Keep prompts, filters, and configuration values specific to the task you are performing.
• Check role, subscription, region, and tenant policy when a feature is not visible.

Troubleshooting

Next steps

• Memory overview
• Memory settings
• Settings overview