How to create a new memory

There are five ways to add memories to Kaiya. Two are manual (you create them directly) and the rest are conversational (Kaiya proposes them during interactions and you approve).

Under Kaiya, click to open the side panel and select Manage Learnings in the bottom. The following window will be displayed.

Click on Add Memory button. The following two options will be displayed.

Import document

This method lets you upload a file containing business rules, data dictionaries, glossaries, or any reference material, and Kaiya extracts individual memory items from it automatically.

1. The following window will be opened.

1. Optionally, select a Business View from the dropdown at the top. This scopes the extracted memories to that BV. If left blank, the scope defaults based on the content.

2. Drag and drop a file into the upload area, or click to browse. The upload limit is 1 file up to 10 MB. Supported file types: PDF, DOCX, XLSX, CSV, MD, PPTX, HTML.

3. Kaiya parses the document and extracts individual knowledge items. Each item is displayed in a preview table with columns for Include (checkbox), Type (auto-classified), Content (the extracted text), and an Edit button.

1. Review the extracted items and edit individual items if needed.

2. Click Add to Knowledge Base to save all selected items.

Describe Memory

This method lets you type a memory directly in natural language, and Kaiya extracts structured knowledge items from your description.

1. A dialog opens with a Business View dropdown (optional) and a rich text editor labeled "Your Text" with formatting options. For example: "When analyzing revenue, always include YoY comparison and breakdown by region".

1. Type or paste your memory content into the editor. You can enter a single instruction or a longer block of text containing multiple rules.

2. Click Extract Memories. Kaiya parses your text and presents the extracted knowledge items in the same preview table as the Import Document flow (with Include, Type, Content, and Edit columns).

3. Review, edit if needed, and click Add to Knowledge Base to save.

Clarification-based memories

This is the most common way memories are created. When Kaiya encounters ambiguity in your question, it asks a clarification question with numbered options. Your response becomes a memory that Kaiya applies automatically in future conversations.

When your question references a term that maps to multiple columns or definitions in the Business View, Kaiya pauses and asks for clarification before proceeding. The clarification appears with "I need some clarification before proceeding" followed by numbered options. You select your choice by typing out your option.

Kaiya asks whether to remember the clarifications

After Kaiya completes an analysis that involved one or more clarifications, a "Should I remember this?" button appears at the bottom of the analysis results, next to the thumbs up/down feedback icons.

Clicking this button triggers the "Worth Remembering" prompt as follow, allowing you to save relevant clarifications and preferences from the current conversation.

• The prompt lists each clarification you made during the conversation as a checkbox item.

• You select which clarifications you want Kaiya to remember and deselect any you do not.

• There is also an "Add another preferences" section with a text input where you can type additional preferences beyond the ones Kaiya suggested.

Click Remember to save the selected items. Kaiya confirms with a "Locked into Memory!" banner. The memories are saved under "Preference" type.

Workflow-based routing

When Kaiya routes a query to a specific workflow (for example, Deep Insight or text-to-SQL), and you correct that routing, Kaiya can persist the correction as a memory.

For instance, if Kaiya proposes sending your query to Deep Insight but you indicate it should be a direct SQL query, Kaiya asks whether you want to remember this routing preference. If you confirm, the correction is saved as an Instructional-type memory and applied automatically to similar queries in future sessions.

Explicitly command Kaiya to "Memorize it"

You can also create memories directly within a Kaiya conversation by using the "memorize it:" prefix in the chat input. Type "Memorize it:" followed by the statement you want Kaiya to remember. For example:

Kaiya saves the statement as a memory. Kaiya automatically classifies it as Instructional based on the content.

Editing a Memory

To edit an existing memory, click the three-dot menu on the memory row in the Memory Management table and select Edit. The following dialog opens:

• Content: A text area containing the memory text. You can modify the text directly.

• Type: A dropdown to change the memory type. Available options: Constraint, Preference, Fact, Instructional, Ontological, Procedural, Insight.

• Scope: Radio buttons to select User, Business View, or System.

• Business View: A BV selector dropdown that appears when the scope is set to Business View. Select the specific BV this memory applies to.

• Status: Toggle on to keep the memory active; toggle off to deactivate it without deleting.

Click Save Changes to apply your edits, or Cancel to discard.

When a new memory is being saved, whether from a conversation, manual entry, or document import, Kaiya runs a semantic similarity check against all existing memories. This prevents duplicate or near-duplicate entries from accumulating over time.