Managing Organizational Memory

Use Memory Management to add facts about your organization, such as your environment, naming conventions, and priorities, that Axonius AI uses in every conversation and AI Workforce run. Changes apply to everyone in your organization.

Memory Management is separate from Long Term Memory. Long Term Memory holds personal context that Axonius AI saves for each user. Memory Management holds shared facts that administrators add on purpose. Memory Management is on by default, and no setting in General Settings controls it.

Required Permissions

To open Memory Management and manage organizational memories, your role needs the Manage organizational AI memory permission under AI Agents. To add memories from a document, your role also needs the View and interact permission.

By default, the predefined Admin, Owner, Owner read/write, and AI Workforce roles have the Manage organizational AI memory permission. Other roles don't. See AI Workforce Role Permissions.

Opening Memory Management

To open Memory Management:

In the AI Companion sidebar, open the Agent settings menu.
Select Memory Management.

The Memories table lists the organization's memories. Use Search memories to filter the list.

The table includes the following columns:

Memory — The text of the memory.
Type — Free Text for a memory that someone wrote, or Doc for a memory that Axonius AI extracted from a document.
Source — The name of the document that a Doc memory came from. For a Free Text memory, the column shows a dash (—).
Created by — The user who added the memory.
Created — When the memory was added.
Last updated — When the memory last changed.

To see one memory in full, select its row. The Memory details card shows the memory, its type, the source document (for Doc memories), and when it was created and last updated.

Adding a Memory

You can add a memory by writing it yourself or by uploading a document.

Writing a Memory

Write one fact, preference, or rule for each memory.

To add a memory by writing it:

In Memory Management, select Add memory.
In the Add Organizational Context drawer, for Source, select Free text.
In Memory, enter the memory. Maximum 1,000 characters.
Select Add Context.

For example: SentinelOne is our primary EDR. Treat devices without a SentinelOne agent as unprotected.

Adding Memories from a Document

Axonius AI reads the document, extracts memories from it, and then discards the file. One document can produce several memories. Axonius AI doesn't store the file.

To add memories from a document:

In Memory Management, select Add memory.
In the Add Organizational Context drawer, for Source, select Upload a document.
For Document, select Upload File, and then choose the file.
Select Add Context.

While Axonius AI extracts the memories, the button reads Extracting…. Extraction can take a few minutes. When it finishes, a message shows how many memories Axonius AI added, and the new memories appear in the table with the document name under Source.

The following limits apply to documents:

File types — PDF, CSV, or TXT. You can upload one file at a time.
File size — 10 MB.
Content — Up to 200 PDF pages, 5,000 CSV rows, and 320,000 extracted characters.
Memories per document — Up to 25.
Uploads — Up to 30 documents per hour for each user.

Axonius AI can't read scanned PDF files that contain only images, or password-protected files. It doesn't extract memories from DOCX or XLSX files.

If a document doesn't state facts, rules, or preferences about your organization, Axonius AI finds no memories. In that case, write the memory yourself.

Editing a Memory

To edit a memory:

In the Memories table, select the memory to open its Memory details card.
Select Edit.
Change the text, and then select Save.

Deleting Memories

Deleting a memory removes it permanently. Your chats aren't affected.

To delete one memory:

In the Memories table, hover over the memory row and select the delete icon, or select the row and then select Delete on the Memory details card.
Confirm the deletion.

To delete several memories at once:

In the Memories table, select the checkbox for each memory to delete. To select every memory, select Select All.
Select Delete memories.
In the Delete {N} memories? dialog, select Delete.

A search clears the current selection.

How Axonius AI Uses Organizational Memories

Axonius AI reads the organization's memories once at the start of each conversation, newest first. A memory you add or edit applies to new conversations, not to conversations that are already running. AI Workforce runs also use organizational memories.

Axonius AI reads up to 24,000 characters of memories for each conversation. When the memories exceed this limit, the oldest memories that don't fit are left out.

Activity Log Events

Axonius records the following events in the Activity Log under AI Agents:

AI Organizational Memory Added
AI Organizational Memory Edited
AI Organizational Memory Deleted
AI Organizational Memories Deleted — Recorded when you delete several memories at once.
AI Organizational Memories Requested From a Document — Recorded when you upload a document.

See Activity Logs.