Manage Your Agent's Memories in Salesforce

Manage your stored memories in the Memory & Preferences panel in Lightning Experience. Choose which agents can create memories, view, search, and filter your memories, edit or delete inaccurate ones, and import or export memories as needed.

• Manage Agent Access to Your Memories
  Choose which agents can create memories from your conversations. Turning off access for an agent stops it from creating new memories, without deleting the ones it already created.
• View Stored Memories
  Review all memories stored from your agent conversations to understand what information agents use to personalize your interactions. Each memory shows the content, date last updated, and the agent that created it.
• Search and Filter Memories
  Quickly find specific memories by searching memory content with keywords, sorting by date or agent, and filtering results by agent. Use these options when you have multiple memories stored.
• Edit a Memory
  Keep your agent memories accurate by editing stored memory content. Modify a memory to correct inaccuracies, update outdated information, or refine details that agents use in your conversations.
• Import Memories
  Import memories from a text or markdown file to add memories to a specific agent. Use this to bulk-add memories or restore previously exported memories.
• Export Memories
  Export all stored memories for a specific agent to a markdown file. Use exported files to back up memories or transfer them to another system.
• Delete a Memory
  Delete individual memories from your agent's stored memories when they're no longer relevant or accurate.