When to use it
- Standing operating procedures and playbooks Rules followed over and over, like a refund-handling sequence
- How the team has agreed to operate Standards settled outside formal docs, like communication tone or how exceptions are handled
- Decisions and conclusions to keep referencing Content the Agent needs to check again in later runs
Notes tab
The note list is on the left, the markdown editor on the right.Note list
- Narrow by scope with the search filter at the top.
- Add a new note with the + button.
Editor
The button at the top is edit mode. Edits are saved automatically, and the saved note’s retrieval embedding is refreshed so the Agent can search it. The editor has three fields.- Path The address the Agent uses to reference the note. Write it folder-style, like
docs/refund-policy, to keep related notes grouped. - Title The name shown in the note list.
- Body Written in markdown.
Exclude from search
From the ⋯ button, you can exclude a note from memory. The Agent no longer searches or references an excluded note. See Forgetting for details.Duplicates
When a note on the same topic appears within the same scope, it is merged into the existing note. Procedures or decisions recorded repeatedly consolidate into a single note.Log tab
Review when notes were created or updated, in chronological order. Select a log entry to inspect the change.Keeping rules
In Wiki, procedures and rules are managed as ordinary markdown notes too. When you record a rule as a note, state the trigger and the action clearly. The clearer the trigger and action, the easier it is for the Agent to find the note in the situations where it applies.How memories accumulate
Notes are created through three paths.- Automatic saves When an Agent run ends, what’s needed is saved as Wiki notes per the policy prompt. Most notes are created this way.
- The Agent saves explicitly You can specify what to save in the Agent prompt. The save shows up in the trace, and the prompt gives you tight control over the scope of what gets saved.
- A person writes directly, or via the CLI Write a new note from the Wiki detail page, or run a script with the CLI. Useful for loading existing material in bulk or migrating memory from another system. For CLI details, see
nora memory.
Learn more
Memory settings
What you adjust in the Settings tab
Scoping
Separating memories per user, organization, and conversation