Customize Zoë's Responses for Your Organization
Memories allow you to train Zoë to respond consistently to common questions and follow your organization's specific preferences. Instead of getting different answers to the same question, memories ensure everyone on your team gets consistent, accurate insights aligned with your business rules.
What You'll Learn
Understand when to use memories
Create explore-based memories from queries
Add text-only instruction memories
Edit and manage existing memories
Implement best practices for team consistency
Understanding Memories
The Challenge They Solve
Different users asking similar questions might get different but valid answers:
User 1: "What's my weekly revenue for the past 12 weeks?" Zoë's Response: Shows Total Gross Revenue
User 2: "What's my weekly revenue for the past 12 weeks?" Zoë's Response: Shows Total Net Revenue
Both answers are technically correct, but inconsistency causes confusion. Memories solve this by teaching Zoë your preferred approach.
How Memories Work
When you ask a question, Zoë:
Searches the data model for relevant metrics
Checks stored memories for similar questions
Applies the strategy from matching memories
Delivers consistent responses based on your preferences
Types of Memories
1. Explore-Based Memories
Store actual question-answer pairs from successful queries.
Use when:
You've found the perfect way to answer a common question
You want to replicate a specific analysis approach
Standardizing report metrics across teams
Example: Saving "What's my weekly revenue?" with Total Gross Revenue ensures everyone sees gross revenue by default.
2. Text-Only Instructions
Provide custom instructions without storing specific queries.
Use when:
Adding clarification steps
Defining business rules
Creating conditional behaviors
Example: "Before answering revenue questions, always clarify if the user wants net or gross revenue."
Creating Memories
From an Existing Query
Get the Perfect Answer First
Ask your question in chat
Verify Zoë uses the correct metrics
Confirm the visualization is what you want
Store as Memory
Click "Store as Memory" on the response
The question and answer are saved as a pair
Future similar questions will use this approach
Creating New Memories Manually
Navigate to Settings > Memory
Click "Create New Memory"
Choose memory type:
For Explore Memories:
Enter the question
Define the exact answer/approach
Include specific metrics to use
For Text Instructions:
Write clear instructions
Be specific about when they apply
Include any conditions or exceptions
Managing Existing Memories
Viewing Your Memories
Settings > Memory displays all stored memories with:
Question or instruction text
Creation date and creator
Last modified information
Active/inactive status
Editing Memories
To modify a memory:
Click on the memory to edit
Update the question for broader application
Change metrics or approaches as needed
Save updates
Example Edit:
Original: "What's my weekly revenue for the past 12 weeks?"
Edited to: "What's my revenue?" (broader application)
Change metric from Total Gross to Total Net Revenue
Deleting Memories
Remove outdated or incorrect memories to prevent confusion:
Select the memory
Click delete
Confirm removal
Best Practices
Creating Effective Memories
Be Specific When Needed:
Question: "Show quarterly sales performance"
Memory: "Always use Net Revenue grouped by Quarter, with YoY comparison"
Be Broad When Appropriate:
Question: "Revenue" (captures all revenue questions)
Memory: "Default to Gross Revenue unless specified otherwise"
Testing Your Memories
Before saving memories:
1. Ask the question multiple ways
2. Verify consistent responses
3. Test with slight variations
4. Confirm the approach works for edge cases
Team Coordination
**Establish Standards:**
- Agree on default metrics (gross vs. net)
- Define standard time periods
- Document filtering preferences
- Communicate memory changes
Common Use Cases
Metric Standardization
Memory: "When asked about revenue, always use Net Revenue after returns"
Result: Consistent financial reporting across all teams
Department-Specific Rules
Memory: "For marketing team questions, always include CAC and ROI metrics"
Result: Marketing gets their key metrics automatically
Clarification Protocols
Memory: "Before showing customer metrics, ask if they want B2B, B2C, or both"
Result: Prevents incorrect assumptions about data scope
Calculation Methods
Memory: "Calculate growth rates using month-over-month, not year-over-year"
Result: Consistent growth calculations company-wide
Advanced Strategies
Hierarchical Memories
Create memories that build on each other:
1. General revenue instruction
2. Specific product revenue rules
3. Exception cases for certain regions
Conditional Instructions
"If the user is from Sales, show pipeline metrics.
If the user is from Marketing, show attribution metrics.
Otherwise, show general business metrics."
Time-Based Preferences
"For current period questions, always compare to:
- Same period last year
- Previous period
- Budget/forecast"
Troubleshooting
Memories not being applied?
Check if the question matches the memory pattern
Verify the memory is active
Test with exact phrasing first
Conflicting memories?
More specific memories take precedence
Review and consolidate overlapping memories
Delete outdated versions
Unexpected responses?
Review all active memories
Check for overly broad memory patterns
Test without memories to see default behavior
Memory Governance
Regular Reviews
Audit memories monthly
Remove outdated instructions
Update for new metrics or rules
Document changes for the team
Access Control
Determine who can create memories
Establish approval processes for critical metrics
Monitor memory usage and effectiveness
You're Ready!
Memories transform Zoë from a powerful AI into your organization's customized data analyst. Start with one common question your team asks differently and create a memory for consistent answers.
Your first challenge:
Identify a question that gets inconsistent answers
Find the preferred approach through testing
Save it as a memory
Ask the question again to verify consistency
Have a teammate test the same question