Introduction
AI Memory is a powerful feature within RecordsKeeper.AI that allows you to create personalized context for your AI interactions. By storing key information about your relationships with documents, contacts, and important data, AI Memory enables the system to understand your unique workflow and respond more intelligently to your queries—making record retrieval faster and more conversation-like.
Why Use AI Memory?
AI Memory transforms how you interact with your records by:
Eliminating repetitive explanations about document relationships
Speeding up document retrieval through personalized context
Making conversations with AI more natural and efficient
Reducing the need for specific search terms or exact document names
Maintaining private context that's specific to your workflow
Setting Up Your AI Memory Blocks
Step 1: Navigate to AI Memory Settings
Log in to your RecordsKeeper.AI account
Click on "User Settings" in the main navigation
Select the "AI Memory" tab from the settings menu
Step 2: Add a New Memory Block
Click the "Add a Memory" button in the upper right corner
A dialog box will appear with fields for your new memory entry
Step 3: Create Your Memory Entry
Memory Name: Enter a clear, descriptive name for this memory block
Example: "Father Name," "Tax Auditor Details," "Annual Report 2024"
Choose names that reflect the relationship or information being stored
Memory Text: Enter the detailed information you want the AI to remember
Be specific and include all relevant details
Example: "Our tax Auditor is a company known as 'Kelly & Brooks' based in New York, United States. Their Address is Suite 203, W South Ave, Manhattan, Zip 30567. And their vendor registration number is CS53647B."
Click "Save Memory" to store your new memory block
Effective Memory Block Examples
For optimal results, consider creating memory blocks for:
Personal Relationships
Family members: Names, document locations, important details
Key business contacts: Specific roles, contact information, document access
Document Contexts
Frequently accessed records: Locations, formats, related documents
Recurring reports: Types, formats, typical filing locations
Professional Relationships
Client information: Names, account details, document preferences
Vendor details: Account numbers, contact information, contract terms
Using AI Memory in Daily Workflows
Once your memory blocks are set up, you can interact with RecordsKeeper.AI more naturally:
Simple queries yield precise results:
Instead of: "Please find the document containing the registration number for the tax auditing company Kelly & Brooks that we work with"
Simply ask: "What's our tax auditor's registration number?"
Chain related requests efficiently:
First query: "Show me my father's passport details"
Follow-up: "When does it expire?" (The AI remembers the context)
Retrieve complex documents quickly:
Simply say: "Send the latest annual report to our auditor" (The AI understands which report and which auditor)
Privacy and Security
Your AI Memory blocks are:
Private to your user profile only
Not shared with other users in your organization
Secure and only used to enhance your personal experience
Managing Your Memory Blocks
Viewing Existing Memories
All your memory blocks appear in the main list view
You can sort by name, creation date, or last modified date
Editing Memories
Click on the memory block you wish to edit
Use the menu options (⋮) to select "Edit"
Update the information and save your changes
Deleting Memories
Select the memory block you wish to remove
Click the menu options (⋮) and select "Delete"
Confirm the deletion when prompted
Best Practices for AI Memory
Keep memories concise but include all essential details
Update regularly as information changes
Create distinct memory blocks for different contexts
Use descriptive names for easy identification
Start with high-priority information that you reference frequently
Conclusion
AI Memory is designed to make your experience with RecordsKeeper.AI more efficient and intuitive. By creating personal memory blocks, you're essentially training the AI to understand your unique context and workflow. This results in faster document retrieval, more natural interactions, and a significant reduction in repetitive explanations—allowing you to focus on your core responsibilities rather than managing records.
Ready to enhance your document intelligence with AI Memory? Start creating your first memory blocks today and experience the difference in your daily workflow.