All topics
Get started8Account, team & permissions44Units & fields70Records, views & tasks39WhatsApp & Cortex Chat68Email & social27Lead ads & distribution38Automations52Documents & quotes32Dashboards40Cortex AI18Developers & API12
Help Center·448 guidesAll topicsContact support

Make the assistant remember your preferences

Say “Remember that I prefer amounts in SAR” or “From now on…”, and it saves that for all your future conversations. Say “Forget…” to delete it.

2 min

Steps

1
Type “Remember that…”, “From now on…” or “Always…”.
2
It saves the preference without a confirmation card, because it concerns only you.
3
To delete it, type “Forget that…”.

How it works

It only saves what your own message supports. It doesn’t save phone numbers or email addresses.

A real example

Shield Security Co.
The situation

The manager repeats “show the results as a table” in every conversation.

What they did
  1. He wrote: “Remember that I prefer tables”.
The result

Every result is now a table, without asking again.

A made-up company, to show the idea. The numbers are rounded.

Good to know

Up to 40 preferences per person; the oldest inferred ones are deleted first.
Clearing a conversation doesn’t delete your lasting preferences.
Did this guide solve it?
If not, we’ll ask what was missing.
Open in Corteksa
Did this guide solve it?

We read every answer. To get a reply, use Contact support.