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Memory Policy

Admin → AI & Tools → Memory Policy

The tenant-wide opt-out for AI memory. NudgeBee's assistant can carry context between conversations — your preferences, decisions you made during past investigations, patterns it has observed. This page decides which of those layers it may use for everyone in the tenant.

These toggles apply to every user

A change here affects the whole tenant. Individual users can restrict further in their own Privacy settings, but they cannot re-enable a layer you have turned off.

The master switch

Use memory in chats. When off, no layer is injected — nothing NudgeBee has remembered reaches a conversation. Every per-layer toggle is disabled while it is off.

The layers

LayerWhat it holds
SoulCommunication style, voice and values.
PreferencesExplicit defaults — namespace, cloud, channels.
PatternsBehaviour patterns inferred across chats.
DecisionsChoices made during investigations.
SessionsShort-term working memory within a chat.
CollectiveTeam-wide knowledge shared across users.

Turn a layer off and it stops being injected into conversations. Each toggle records who changed it and when, so the tenant policy has an audit trail.

Turning a layer off does not delete it

This is the distinction that matters for a data-handling question: disabling a layer stops injection, it does not remove stored data. To delete what has been remembered, use the per-row delete actions in the memory views.

If you need both — stop using it and remove it — do both, in that order.

Choosing a policy

  • Collective is the one to think hardest about: it shares knowledge across users, which is the point, and also means one user's context can surface in another's conversation.
  • Sessions is short-term and scoped to a single chat, so it is the least sensitive.
  • Decisions and Patterns are what make the assistant improve over repeated use. Turning them off costs you that.