Copilot Memory

Copilot remembers what it learns about you, so you don't have to repeat yourself. Tell it once that you prefer short answers, that "Mom" means a particular contact, or that you're hiring this quarter, and every new conversation starts from there.

Copilot Memory works everywhere you talk to Copilot: in the web app, in Voice Mode, and when you message Dex by SMS or WhatsApp.

Copilot Memory is about you. Conversation Memory is a different feature. It adds notes about your contacts from your WhatsApp, iMessage, LinkedIn, and Instagram chats.

What Copilot remembers

• Your background: your role, your school, where you're based, and what you'd like to be called.
• Your preferences: how you like answers ("short and direct"), and the tone you want in drafts.
• What you're working on: current goals, like raising a round or finding your next role.
• Names you use for people: "Mom", "my cofounder", "Sam from the gym". See Names for your contacts.

How Copilot learns

• When you ask it to. Say "Remember that I prefer short answers" or "Remember that I'm based in Lisbon now." Copilot saves it right away and shows a Memory updated link under its reply, which opens your memory settings.
• From your conversations with Copilot. A few minutes after a conversation goes quiet, Copilot looks back over it for anything worth keeping. You won't get a notification when it saves something. Copilot is careful with what it learns this way:
  • It saves something only after it comes up in at least two separate conversations.
  • It treats what it learns this way as tentative. Anything you tell it yourself takes priority.
  • It doesn't save guesses about your personality.
• From onboarding. Your profile (such as your role, school, and About text) and the answers you gave when you signed up give Copilot a starting point: what brought you to Dex, who you want to stay close to, and your goals.

Copilot doesn't build memory from your contacts, notes, email, or calendar. It still reads them when you ask it something. It just doesn't save what it finds there as memory about you.

Names for your contacts

Teach Copilot the names you use for people: "When I say Mom, I mean Ana Ruiz." From then on, "Remind me to call Mom on Sunday" goes to the right contact.

If Copilot had to guess which contact you mean, it checks with you before changing anything.

To change a name, tell Copilot the new one ("Mom is Ana Torres now"), or forget it in your memory settings.

See and edit your memory

Go to Settings → Workflow → General and scroll to Copilot memory. Memory settings are in the web app.

Copilot's memory is split into two lists:

• User Memory: your background and preferences.
• Learned Memory: useful context, goals, and the names you use for contacts.

From there you can:

• Edit an entry. Your edited version counts as something you told Copilot yourself.
• Forget an entry.
• Add a new memory yourself, starting from a suggestion like "I prefer short, direct answers" or "Right now I'm focused on …".
• Clear all memories to start over.
• Turn Learn from conversations off or on. See Pause learning.

You can also do all of this in a conversation: "Forget that I live in Berlin," "Actually, I moved to Lisbon," or "What do you remember about me?"

Changes apply from your next message. In Voice Mode, they apply from your next call. A call that's already in progress keeps what Copilot knew when it started.

When a memory needs review

• Preferences, facts, and names you taught Copilot stay until you change them.
• Goals are due for review after 90 days.
• Things Copilot learned on its own are due for review after 30 days.

Once a memory is due, Copilot stops treating it as current, and the entry shows Needs review in your memory settings. It isn't deleted.

• To keep it, edit it. A fact or preference then stays until you change it, and a goal gets another 90 days.
• If it no longer applies, forget it.

How Copilot keeps memory tidy

• Once a day, Copilot tidies what it learned on its own. It merges memories that say the same thing and removes ones that another memory already covers. It never changes anything you saved or edited yourself.
• Memory has a size limit. When it's full and you save something new, Copilot first removes things it learned on its own that are past their review date, oldest first. Anything you saved yourself is never removed to make room. If there's still no space, Copilot tells you: "Memory is full. Shorten or forget an old entry before saving another."

Look back at earlier conversations

Copilot can search your earlier Copilot conversations when you refer to one:

"What did we talk about last week about the offsite?"

"Find the list you made me on November 5."

It finds the matching message and the reply that goes with it, and links you to that conversation. Dates follow your time zone.

This searches your conversations with Copilot only. Dex doesn't keep the full history of your messages with contacts (see Conversation Memory).

Pause learning

Turn off Learn from conversations in your memory settings to stop Copilot from learning on its own. While it's off:

• Copilot keeps using what it already remembers.
• Asking it to remember, correct, or forget something still works.
• Conversations you have while it's off are never learned from later, even after you turn it back on.

In Voice Mode, turning learning back on takes effect from your next call.

Frequently asked questions