Memory

Memory lets Agents pick up where you left off. As you chat, Cassidy remembers durable details you share, like your role, your team, the tools you use, and how you like answers written. Any Agent can use them in your later private chats, so you don’t have to explain the same context again. Memory is personal. Agents use it only in chats you haven’t shared, and you can see, delete, or reset everything they remember from Customize → Memory.

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How memory works

Memory has two parts, each with its own setting in Customize → Memory:

• Generate memory from chat history: Agents remember useful context from your private chats and use it in later ones.
• Search and reference chats: Agents can search your past private chats and open the relevant one when you refer back to earlier work.

Both are on whenever memory is on for your organization, and you can turn either one off. They work the same way with every Agent in your organization, and they never change an Agent for anyone else.

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What Agents remember

After an Agent replies, Cassidy reviews the conversation in the background and saves details that will still be useful later. Agents save only what you tell them directly, such as:

• Who you are and what you work on, like your role, team, and company
• How you want Agents to work, like “keep answers short” or “always use bullet points”
• Ongoing work, like a launch, a renewal, or a hiring process, with the decisions and deadlines you mention
• The people you work with, as you describe them
• Anything you explicitly ask an Agent to remember

Agents don’t save their own conclusions, information they found in files or on the web, or details that won’t matter for long, like where you are today or a one-time meeting time. Most replies don’t change memory at all. Saved memories are organized by subject and grouped in settings:

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How Agents use memory

At the start of a chat, the Agent sees your profile, your preferences, and a list of everything else it remembers. When your request needs more, it reads the relevant memory first. You’ll see that step in the chat, for example Recalled Profile and Q4 pipeline review. Agents use memory only when it changes the answer. A general question gets a general answer, and Agents don’t mention personal details that have nothing to do with your request.

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What memory never saves

Agents never save sensitive personal details, health information, finances, or secrets like passwords and API keys, even if you ask. Work about these topics is fine. For example, an Agent can remember that you manage benefits enrollment, or that you’re drafting a policy for a client. When part of a request is blocked, the Agent saves only the rest. If you say “I have a bad back, so schedule meetings as calls,” it remembers only that you prefer calls.

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Where memory is used

Memory and past chat search run only in chats you haven’t shared, because a shared chat would show what the Agent used. If you share a chat later, Agents stop using memory from then on, but people you share with can still see earlier messages, including anything the Agent read from or saved to your memory. Memory is also off with an Agent whose builder turned on Turn off memory for this Agent in its Advanced Settings, in a chat branched from someone else’s chat, and in some specialized runs, such as Deep Research.

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Remember, update, or forget something

You can manage memory by asking an Agent in any private chat:

• “Remember that our fiscal year starts in February.” The Agent saves it right away.
• “Actually, I moved to the infrastructure team.” The Agent updates what it remembers.
• “Forget what I said about the Denver trip.” The Agent removes it.
• “What do you remember about me?” The Agent tells you what’s saved.

When an Agent changes memory, the chat shows it, for example Saved to memory: Profile or Removed from memory: Denver trip.

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Search and reference past chats

With Search and reference chats on, you can refer to earlier work the way you would with a colleague, for example “use the outline we wrote last week” or “what did we decide about pricing?” The Agent searches your past private chats, opens the relevant one, and tells you which chat it used. You’ll see steps like Searched past chats: pricing decision or Read a past chat. Search stays within where you’re chatting. In a project, it covers only that project’s chats. Outside projects, it covers only chats outside projects. Search and memory are separate. You can keep one on and turn the other off.

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View and delete memories

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Import memory from other AI assistants

If you’ve used ChatGPT, Claude, or another AI assistant, you can bring what it knows about you into Cassidy. Imports follow the same rules as everyday memory, so details Agents never save are left out.

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Memory in projects

Projects keep related chats together, and memory follows them. Project memory belongs to you, like the rest of your memory, and teammates never see it, even in a shared project.

• Default: Details that only matter to the project, like a client’s name or a launch plan, are saved to the project’s own memory, and details that apply everywhere are saved to your memory. Memory works in both directions: chats in the project can use everything Agents remember about you, and chats outside the project can use the project’s memory.
• Project-only: Memory is off in the project. Agents only search other chats in the project, and chats outside it can’t see its memory. Switching back to Default brings back any memory the project already had.
• Shared projects: Sharing a project switches it to Project-only, and it stays that way while shared, because everyone in the project can open its chats. Agents can still search the project’s chats, including your teammates’, which everyone in the project can already open.

When memory is on, choose the memory mode when you create a project, or later in Project settings from the project’s menu. Project settings also holds instructions that Agents follow in every chat in the project. Project memories appear under Projects in Customize → Memory, grouped by project.

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Turn memory off or reset it

• Pause memory: Turn off Generate memory from chat history. Agents stop using and updating memory, and your saved memories are kept for when you turn it back on.
• Stop chat search: Turn off Search and reference chats.
• Delete everything: Click Reset memory at the bottom of Customize → Memory and confirm. This permanently deletes all of your memories, including project memories. Your past chats aren’t changed.

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Turn memory on for your organization

Memory is on by default. Organizations on an Enterprise plan may have it off until an admin turns it on. When memory is on for the organization, memory and chat search are on for every member, and each member can turn either one off for themselves.

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Common questions

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Next steps