Managing memory

The Memory sources page is where you manage all memory and coaching context for Spotter in your cluster. It gives you a single view of what Spotter currently knows, both the coaching you have authored and the memory generated from Liveboards and conversations.

Memory sources page

The Memory sources page has three tabs:

Liveboard tab

Lists all Liveboards that have been added as sources for memory generation, along with the status of each generation run.

Reference questions tab

Shows the reference questions defined on your data models. These are read-only.

Business terms tab

Shows the business terms defined on your data models. You can add business terms from this tab.

Managing Liveboards

From the Liveboard tab you can:

  • Add a Liveboard. See Learning from Liveboard for the full flow.

  • Download memory (per Liveboard) — use the More menu more icon on a Liveboard row to download the Rules and Recipes generated from that specific Liveboard as a JSON file.

  • Delete a Liveboard source — use the More menu more icon on a Liveboard row to remove the Liveboard as a source and delete all memory generated from it.

Downloading memory

Select the Download all memories button on the top right of the Memory sources page. This is visible to all users when memory is enabled.

Clicking this button downloads a single JSON file containing all memory you have access to — this includes memory generated from Liveboards and memory written from conversations, grouped by data model.

What gets included depends on your role and access:

Role What is downloaded

Admin

All memory across all data models in the Org

Data model owner

All memory for data models you own and all memory from Liveboards you can view

Coaching access

All memory for data models you have coaching access on and all memory from Liveboards you can view

All other users

All memory from Liveboards you can view

The download always reflects the current state of memory in your instance. Use it to inspect what Spotter is working with, share it with your team, or verify what was generated after a Liveboard learning run.

What memory persists

Memory does not expire. There is no time-to-live on generated or written memory — it persists until explicitly deleted.

When the Memory from Liveboards and conversations option in the admin panel is turned off, memory is not deleted. Spotter stops consuming it, but it remains in the system. Re-enabling the feature makes all existing memory active again immediately.


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