What Agiled Knows
See, edit, and delete what Agiled AI remembers about your business, and control what it learns.
Agiled AI works better when it knows how your business runs. What it knows is stored in plain language that you can read, change, and delete. Nothing is hidden.
Open it from Settings > What Agiled knows. The page has a tab for each kind of note: Business profile, Playbook, Clients & records, Your preferences and Learned.
What is stored
Your business profile holds the basics, in your own words:
- Services
- Ideal clients
- Pricing
- Payment terms
- Working hours
- Team and roles
- Tone of voice
- Other things to know
Notes are short facts or rules. Each one belongs to a kind:
| Kind | What it holds |
|---|---|
| Playbook | Rules for how things should be done, such as "We always invoice retainer clients on the 1st". |
| Client or record note | Facts about one client, contact, or project, such as "She prefers email". |
| Your preferences | Your own preferences, such as how you like summaries written. |
A note is either in use, waiting for you to accept it (shown on the Learned tab), or declined. Declined suggestions are not used.
Where memories come from
- You add them yourself: use Add a playbook rule or Add a preference on the memory page, or Add a note in the AI notes section of a client, contact, or project.
- You tell Agiled in a chat, for example "Remember that this client pays by bank transfer". A Remembered line appears in the conversation with an Undo button, and a link to the memory page.
- Agiled suggests one after you correct something. When you edit what a worker or the assistant drafted, Agiled may suggest a lasting rule. It appears on the Learned tab (with a count when something is waiting) for you to Accept or Decline. A suggestion is not used until you accept it.
- You write the business profile yourself on the Business profile tab.
Agiled does not create memories from client emails, portal messages, files, or web content. Only what you and your team say and do can become a memory.
See, edit, and remove memories
Each tab lists its notes, and you can search them. Each note has these actions:
- Edit changes the wording.
- Pin marks a note as important. Use Unpin to undo.
- Delete removes it permanently.
- Accept or Decline answers a suggestion on the Learned tab.
Each note shows where it came from, such as a chat or an edit you made.
Client, contact, and project pages also have an AI notes section on the Overview tab, with Add a note, so you can read and manage the notes about that record without leaving it.
Who sees what
- Business profile and playbook: everyone can read them. Only people who can manage AI settings (workspace admins and owners) can edit them or change the Learn from edits and chats setting.
- Client or record notes: shown only to people who can view that area. A note about an invoice, for example, is visible to people who can see finance. Admins, and people who can manage that area, can edit them.
- Your preferences: private to you. Nobody else sees them, admins included.
How Agiled uses memory
Agiled gives the relevant memories to the assistant or worker as reference information, quoted as facts to consider. They are not commands, and a memory cannot override your permissions or the approval step. If a memory is wrong, the answer built on it can be wrong. Fix or delete the memory.
Turn memory off
There are two switches at the top of the memory page:
- Learn from edits and chats controls whether Agiled suggests rules from your edits and conversations. Only admins can change it. Suggestions always wait for you to accept them.
- Use memory in my chats controls whether Agiled AI uses saved notes when it answers you. Your notes are kept.
For a single conversation, open the chat options menu and choose Don't use memory in this chat. That chat shows "Memory off for this chat" and does not use or save notes.