Notes in use
See the notes the co-agent uses now, and forget any that are wrong.
Where to find it
AI agents › Co-agent › In use
Open this screen
Steps
- Open AI agents › Co-agent and choose the AI agent.
- Choose the In use tab.
- Read each Note, who it Applies to and how often it was used (Usage).
- Press Forget on a note that is wrong or no longer true.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Applies to | For the caller ending in the digits shown, or Shared with every caller. | — |
| Forget | Moves the note to Forgotten; it is no longer used. | — |
Tips
- A forgotten note can be brought back from the Forgotten tab.
Good to know
- Only managers see the buttons on the notes; everyone can read them.
Related how-tos
- Co-agent Let an AI agent write down what it learns about each caller, and approve, correct or forget every note it keeps.
- Choose what the co-agent learns and shares Switch learning from calls on, and decide whether notes need your approval and who they are used for.
- Approve the co-agent’s new notes Check the notes waiting for your approval and use or forget each one.
- Restore a forgotten note See the notes that were forgotten and bring one back into use.