> ## Documentation Index
> Fetch the complete documentation index at: https://squad.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage what your squad remembers

> Edit the files your agents read, and review, correct, or clear the facts your squad has saved.

Your squad remembers things in two ways:

* **Files** that you and your agents write. Some files load at the start of every run. Others are read when the work needs them.
* **Memories**: short facts that your agents save while they work. All agents share one set of memories, and agents look them up by meaning.

You manage both on the **Memory** screen. It opens from the account menu > **Memory**, from **Settings** > **Memory**, or from an agent's profile > **More actions** > **Notes & personality**.

## What is on the Memory screen

The left panel lists every file and the memories. On a narrow screen, the panel shows as rows of buttons above the editor.

| Entry                                    | What it is                                                                                         | Shared or per agent               | When agents read it                                        | File on the workspace computer         |
| ---------------------------------------- | -------------------------------------------------------------------------------------------------- | --------------------------------- | ---------------------------------------------------------- | -------------------------------------- |
| **About you**                            | What your squad knows about you and your business: preferences, context, how you like things done. | Shared. It is kept with the lead. | At the start of every run                                  | `~/clawd/USER.md`                      |
| **Memories**                             | The facts your agents saved while they worked.                                                     | Shared                            | When an agent looks something up                           | Not a file                             |
| **Company** (under **SQUAD FILES**)      | What your business is and does: the product, the customers, the goals.                             | Shared                            | When the work touches your business                        | `~/clawd/context/COMPANY.md`           |
| **Contacts**                             | Key people: names, roles, how to reach them.                                                       | Shared                            | When the work involves a person                            | `~/clawd/context/CONTACTS.md`          |
| **Glossary**                             | Terms, names, and shorthand that your business uses.                                               | Shared                            | When the work needs it                                     | `~/clawd/context/GLOSSARY.md`          |
| **Squad**                                | Who is on the squad and what each agent owns. Agents use it to route work to the right teammate.   | Shared                            | When the work needs it                                     | `~/clawd/context/SQUAD.md`             |
| **Voice**                                | How your squad writes: tone, style, words to use and avoid.                                        | Shared                            | Before the agent writes anything customer-facing           | `~/clawd/context/VOICE.md`             |
| **Notes** (under an agent in **AGENTS**) | The agent's own long-term notes.                                                                   | Per agent                         | At the start of every run. Scheduled runs may not load it. | `MEMORY.md` in the agent's workspace   |
| **Personality**                          | The agent's voice, values, and how it carries itself.                                              | Per agent                         | At the start of every run                                  | `SOUL.md` in the agent's workspace     |
| **Identity**                             | The agent's name, its vibe, and how it presents itself.                                            | Per agent                         | At the start of every run                                  | `IDENTITY.md` in the agent's workspace |

To see an agent's **Notes**, **Personality**, and **Identity**, click the agent's name under **AGENTS**. The three files show under the name.

The file names help when you ask an agent to change a file in chat. **About you** and the squad files are one copy for the whole squad.

<Tip>Facts about you go in **About you**. Facts about your business go in the squad files. Facts that one agent must never lose go in its **Notes**. For anything else, tell an agent "remember that ..." in chat.</Tip>

## Edit a file

<Steps>
  <Step title="Open Memory">
    Open the **Memory** screen.
  </Step>

  <Step title="Pick the file">
    Click the file in the left panel.
  </Step>

  <Step title="Edit the text">
    Edit the text in **Write** mode. Click **Preview** to see it formatted.
  </Step>

  <Step title="Save">
    In the bar at the bottom, click **Save changes**.
  </Step>
</Steps>

The bar shows **Saving to the workspace…** while it saves, then the editor shows **✓ Saved**. The agent reads the new version from its next turn. The workspace computer does not restart. **Reset** in the bar throws away your unsaved changes.

An empty file shows a hint in the editor, for example "No notes yet. Whatever you write here loads into this agent's every run." **Preview** shows **Nothing to preview yet.**

If you switch to another file or agent with unsaved changes, the dashboard asks: "You have unsaved changes to this file. Discard them?"

### Have an agent make the change

Click **Ask** followed by the agent's name and **to update this**. A chat with that agent opens. The message box already starts with a request that names the file, for example "Please update your notes file (MEMORY.md in your workspace). Here is what I want changed: ". Finish the sentence and send it.

For **About you** and the squad files, the chat opens with the lead.

## Stay within the load budget

**About you**, **Notes**, **Personality**, and **Identity** load at the start of every run, so each one has a load budget. The editor shows a load meter with the number of characters and the budget, for example "12,480 / 20,000". The default budget is 20,000 characters for each file. See [Limits and defaults](/docs/limits-and-defaults).

When a file is over its budget, the agent gets only the first part and the last part of the file. The middle part is skipped at every run. With the default budget, the agent gets the first 14,000 and the last 4,000 characters.

* The editor shows a message with the exact numbers: "Over the load budget: only the first … and last … characters reach the agent."
* **Select the skipped part** selects the skipped characters in the editor.
* The meter shows the skipped part in a lighter color.
* In **Preview**, the skipped part is marked **Skipped at every run: these … characters never reach the agent.**

Put the most important lines first, and trim the file until it fits.

The squad files (**Company**, **Contacts**, **Glossary**, **Squad**, **Voice**) have no load budget and no meter, because agents read them only when the work needs them.

File size limits:

* The editor shows the first 400,000 characters of a very large file, with the message "This file is very large, so the editor shows the first 400,000 characters only." If you save, the file keeps only what you see.
* Squad refuses to save a file that is over 800,000 characters.

## Know what scheduled runs read

A scheduled run starts with less context than a chat. It loads **About you**, **Personality**, and **Identity**. Depending on the model, it may not load the agent's **Notes**, so do not rely on **Notes** in scheduled work. Put everything that a scheduled run needs into the instructions of the scheduled task, or name the doc that the agent must read. See [Schedule recurring work](/docs/scheduled).

## Review and correct memories

Click **Memories** in the left panel. The list is under **RECENTLY LEARNED**, with the number of memories at the top right, for example "48 memories total".

Each memory shows:

* the fact
* a tag: **Memory** for a fact about your work, or **Squad ops** for a note about how the squad runs, such as a version or a file name
* **learned by your squad**, because memories do not record which agent saved them
* when it was saved.

**Edit** and **Forget** show when you point at a memory. On a narrow screen they always show.

<Steps>
  <Step title="Open Memories">
    Open the **Memory** screen and click **Memories**.
  </Step>

  <Step title="Correct a fact">
    To correct a fact, click **Edit**, change the text, and click **Save**. **Cancel** keeps the old text.
  </Step>

  <Step title="Delete a fact">
    To delete one fact, click **Forget**, then click **Really forget?**.
  </Step>
</Steps>

Some memories have no **Edit** button. This happens when one saved item holds several facts. You can still **Forget** each fact.

Agents use the corrected facts from their next run.

### Search memories

1. Type in **Search everything your squad remembers…**.
2. Click **Search** or press Enter.

Matching is by meaning, not by spelling. Each result shows the tag **Match**. Search results are read-only: they have no **Edit** or **Forget** button. To change a fact that you found, click **Clear** and find it in the full list.

When nothing matches, the screen shows **No matches**.

## Clear all memories

<Warning>This deletes every memory your squad has saved, including older ones that the list does not show. You cannot undo it.</Warning>

1. On **Memories**, click **Forget all…**.
2. In **Forget all memories?**, click **Forget everything**.

Your files are not changed: **About you**, the squad files, and each agent's **Notes**, **Personality**, and **Identity** stay as they are. Agents start saving new memories from their next run.

Only you can clear all memories. Agents can save, search, and forget single memories, but Squad refuses a request from an agent to clear them all.

## Seed the facts that matter most

```text Ask your lead theme={null}
Remember these facts permanently: [3 to 5 facts that agents keep getting wrong or asking about, such as pricing floors, key people, hard rules, tone].
Tell me in one line each where you stored each fact.
```

## Check that it works

* After you save a file, the editor shows **✓ Saved**.
* A corrected fact shows its new text in **Memories**.
* After **Forget everything**, **Memories** shows **No memories yet**.

## Troubleshooting

**The Memory screen shows "Couldn't read the notes".** Cause: the workspace computer did not answer. Fix: click **Try again**. If an agent was just created, wait a minute, because a new agent can take a short time to be ready.

**The Memory screen shows "No agents yet".** Cause: your squad is not set up yet. Fix: finish setup. Each agent's files show here after the agent exists.

**An agent ignores a line in its Notes.** Cause: the file is over its load budget and the line is in the skipped middle, or the run was a scheduled run, which may not load **Notes**. Fix: move the line near the top and trim the file. For scheduled runs, put the fact in the task's instructions.

**The save fails with "That's over 800k characters".** Cause: the file is larger than Squad saves. Fix: trim the file, then save again.

**A memory has no Edit button.** Cause: it is part of a saved item that holds several facts, or it is a search result. Fix: click **Forget** and tell an agent the corrected fact, or clear the search and find the memory in the full list.

## Common questions

<AccordionGroup>
  <Accordion title="Can I see which agent saved a memory?">
    No. Memories are shared by the whole squad and do not record who saved them. Each one shows **learned by your squad**.
  </Accordion>

  <Accordion title="Does editing Identity rename the agent in the dashboard?">
    No. The name in the dashboard comes from the agent's record. See [Add, change, and pause agents](/docs/agents#rename-an-agent-or-change-its-handle).
  </Accordion>

  <Accordion title="Does saving a file restart anything?">
    No. The agent reads the new file from its next turn.
  </Accordion>
</AccordionGroup>
