# Assistant Memory

> See what the assistant remembers, edit or delete notes, and choose between organization and personal notes.

Source: https://jobwisepro.com/help/ai-assistant/assistant-memory
Category: AI Assistant
Updated: 2026-10-30

The AI assistant keeps short notes across conversations, so it remembers a lasting preference or business fact without you repeating it. A note is either for the whole organization or for you alone. You review and manage notes on the [**AI memory**](/go/settings/ai-memory) page in settings.

## Save a note in a conversation

The assistant proposes a note when you ask it to remember something, or when you state a preference or business fact that holds over time. It saves the note only after you select **Confirm** on the proposal, in the [assistant panel](/help/ai-assistant/use-the-ai-assistant).

1. Write a message such as "Remember that we invoice net 15."
2. Select **Confirm**. The assistant then saves the note and says so.

To take a note back, select **Undo** on the reply. Undo removes a new note, or restores the previous text of a replaced note, as long as its text has not changed since the assistant saved it.

## Review your notes

The assistant reads all your notes at the start of every reply. It does not mention them unless you ask what it remembers.

1. Open [**AI memory**](/go/settings/ai-memory) from settings.
2. Read the organization notes and your personal notes.

## Edit or delete a note

Only a person can change or remove a note. The assistant cannot delete notes.

1. Open [**AI memory**](/go/settings/ai-memory) from settings.
2. Change the text of the note, or delete it.

## Organization and personal notes

- **Organization notes** apply to everyone in the organization. Only people who can edit organization settings can save them.
- **Personal notes** apply only to you. No other member sees or uses them.

Save a business-wide rule, such as a standard payment term, as an organization note. Save a preference about how you like replies written as a personal note.

## Limits

- A note holds up to 200 characters.
- The organization can hold 30 organization notes.
- Each member can hold 15 personal notes.
- When a list is full, the assistant does not save the new note. It asks you to replace an existing note instead.

## What the weekly cleanup does

Once a week, on Mondays, a cleanup merges duplicate notes and removes stale ones. The cleanup never changes a note that a person wrote or edited.

## What the assistant never saves

The assistant does not save:

- Passwords or other secrets
- Card or bank details
- Personal details of your customers
- Details of a single job