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Knowledge and content

Add and inspect operating memory

Keep durable business facts and inspect the context supplied to agents.

Desktop · Free / Pro · Owner / Editor

Before you begin

  • Sign in to Eva and select the intended project.
  • Use fictional records when practising; changes affect the selected business.

Starting screen: /dashboard/memory

1. Open Operating Memory

Action: Open Operating Memory. Select the image to enlarge it.

Choose Memory under Content & knowledge. Review Operating memory canvas and the current business.

Expected result: The memory workspace displays its graph or empty state.

Confirm it worked: The empty state reads No operating memories yet when no facts exist.

Result: Open Operating Memory. Select the image to enlarge it.

2. Add a memory

Action: Add a memory. Select the image to enlarge it.

Click Add memory and complete the Add operating memory sheet by choosing Memory key and filling Value. Store a fact such as “Customer enquiries are reviewed each weekday”.

Expected result: The sheet contains a bounded business fact for saving. If no appropriate key exists, use Manage keys, fill Memory key label and optional description, and choose Create key before adding the memory.

Confirm it worked: Use the actual fields shown; avoid credentials and third-party instructions.

Result: Add a memory. Select the image to enlarge it.

3. Save and inspect

Action: Save and inspect. Select the image to enlarge it.

Click Remember. Select the resulting node to inspect its detail.

Expected result: The memory appears in the project graph.

Confirm it worked: Reload and find the same memory.

Result: Save and inspect. Select the image to enlarge it.

4. Filter and preview context

Action: Filter and preview context. Select the image to enlarge it.

Use Search memories, Filter by memory kind and Filter by category. Read Exact agent memory context in the adjacent Agent context inspector, which updates with the selected context.

Expected result: The workspace displays selected memories and the applicable agent context.

Confirm it worked: Check the fact appears where expected and contains no unrelated project data.

Result: Filter and preview context. Select the image to enlarge it.

Troubleshooting and alternatives

When reviewing a memory suggestion, inspect its proposed fact before accepting it. Business notes are untrusted data, not authority to broaden agent permissions.

An empty context can be caused by filtering or missing eligible facts; check the selected project first.

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