Pickware AI can remember facts and rules about your business and takes them into account in all future chats and in your Agents' runs. This way, you don't have to explain how your company works in every chat, for example that revenue is always calculated including returns. This knowledge applies to your entire shop, meaning to the chats of all users.

If you tell Pickware AI something about your business in the chat that applies permanently, it suggests remembering it. A card then appears below the response with the question Should I remember this for future chats? and the suggested text. On the card, you have three options:

Remember adds the proposal to the knowledge. From the next chat onwards, Pickware AI takes it into account.

Customize opens the text for editing, for example if Pickware AI got an amount wrong. You then save the customized text with Remember.

Discard rejects the proposal. A discarded proposal has no influence on Pickware AI's responses.

Only with Remember does a proposal become part of the knowledge. The card then shows Remembered and a link View in settings.

Yes. Your Pickware AI Agents also take the knowledge into account on every run. You can also have something remembered in the chat about an Agent message in the inbox, where the same card appears.

If an Agent's task specifies something different from a note, the Agent follows its task when in doubt. If you want an Agent to work differently permanently, open its detail page and adjust the task via Customize.

You can find all remembered notes in the settings under Pickware AI (Settings → Extensions → Pickware AI). For each knowledge note, the list shows who created it and whether it was adopted from a chat or created manually.

With Create note, you record a fact or rule yourself, for example "We don't do batch picking for single items." You can edit or delete existing notes there. Changes apply from the next chat onwards.

Any user with the Chat permission can view the knowledge. To create, edit, or delete notes, or to adopt proposals from the chat, a user additionally needs the Knowledge permission in the Pickware AI area. Only users with this permission receive proposals to remember in the chat.

Roles with the Chat permission automatically receive the Knowledge permission. If a role should only read the knowledge, remove the Knowledge permission in the role. Administrators always have all permissions.

The knowledge holds a maximum of 100 notes with up to 1,000 characters each, because every note is included in every chat. If the knowledge is full, delete a note that no longer applies in the settings before you add a new one.