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you want to separate personal preferences from workspace-specific context, stop automatic memory detection, or clean up outdated facts.
Memories are split by scope. General conversation memories apply only outside workspaces. Workspace memories stay inside the workspace where they were created.
Open memory settings
Go to Settings.
Open Memories.
The Memories page lets you control automatic memory detection and memory injection for each scope.
Choose which memories are active
You can manage general and workspace memories separately.
General conversation memories store personal facts and preferences you mention in conversations outside workspaces.
Workspace memories store project-specific facts inside a workspace, such as framework scope, team size, or delivery preferences.
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 automatic memory detection on or off
Automatic memory detection controls whether ISMS Copilot saves new facts from your conversations.
Go to Settings → Memories.
Find the memory detection toggle for the scope you want to change.
Turn it on to let ISMS Copilot detect and store new facts automatically.
Turn it off to stop saving new memories for that scope.
Turning off memory detection does not remove facts that are already stored.
Turn memory injection on or off
Memory injection controls whether stored memories are used in future responses.
Go to Settings → Memories.
Find the memory injection toggle for the scope you want to change.
Turn it on to include stored memories in future conversations.
Turn it off to keep existing memories saved but stop using them in replies.
If a memory is still useful later, you can leave it stored and only turn off injection.
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.
Go to Settings → Memories.
Open the list of stored general memories or personal facts.
Edit an entry to correct or update it.
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.
Open the workspace you want to review.
Locate the Workspace Memories card (marked with a brain icon) in the workspace view.
Review the stored memory entries.
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.