Manage AI conversation memories

Use memory settings to control what ISMS Copilot remembers, where those memories apply, and which facts stay on your account. This is useful when you want to separate personal preferences from workspace-specific context, stop automatic memory detection, or clean up outdated facts.

Open memory settings

1. Go to Settings.
2. Open Memories.

The Memories page has one toggle per scope, plus the list of stored facts.

Choose which memories are active

You can manage general and workspace memories separately.

• General conversation memories are facts you add yourself, used in conversations outside workspaces. Copilot does not auto-save facts from general chats, and automatically saved account facts from earlier chats are not used in a new general chat.
• Workspace memories store project-specific facts inside a workspace, such as framework scope, team size, or delivery preferences. Copilot can detect and save these automatically while you work in the workspace.

Use these controls to match how you work. For example, you might keep workspace memories on for client projects and turn general memories off if you do not want personal facts reused across chats.

Turn memories on or off for a scope

Each scope has a single toggle that controls both saving and using memories.

1. Go to Settings → Memories.
2. Use Enable general conversation memories for facts applied outside workspaces.
3. Use Enable workspace memories for facts applied inside a workspace.

Turning a toggle off keeps everything already stored, but Copilot stops injecting those memories into replies and stops detecting new facts for that scope. Turn it back on to resume.

Edit or delete personal facts

Your personal facts list is part of general conversation memories. Review it when your role, preferences, or working context changes.

1. Go to Settings → Memories.
2. Open the list of stored general memories or personal facts.
3. Edit an entry to correct or update it.
4. Delete an entry if it is no longer accurate or should not be reused.

Changes apply to future conversations outside workspaces.

Manage workspace memory entries

Workspace memories are managed separately from personal facts.

1. Open the workspace you want to review.
2. Locate the Workspace Memories card (marked with a brain icon) in the workspace view.
3. Review the stored memory entries.
4. Edit or delete any entry that is outdated, too broad, or no longer relevant.

This keeps each workspace focused on the right client or project context. For the full workflow on adding, editing, and deleting workspace memories, see Manage enhanced workspace memories. For more on workspace organization, see How to organize compliance projects with workspaces. If you use persistent workspace context, How to use project instructions in workspaces explains when to use instructions instead of memories.

When to use general memories vs workspace memories

• Use general memories for personal working preferences or facts that follow you across non-workspace chats.
• Use workspace memories for client, framework, or project details that should stay isolated.

If you need a basic overview of how memories work, see Using Memories in ISMS Copilot.