# Orbit memory

> Teach Orbit your preferences, save reusable pages and procedures, choose who can see them, and check when answers use saved memory.

Canonical: https://help.spacebrain.ai/platform/orbit-memory/
Last modified: 2026-09-25T00:00:00.000Z

Orbit memory is where you keep what Orbit should know every time you ask it something: how you like answers written, what you're focused on, and reusable business knowledge and step-by-step procedures. This guide is for anyone who wants Orbit's answers to fit their business better.

There are three kinds of memory:

| Kind               | What it's for                                                                            | Who sees it                                       |
| ------------------ | ---------------------------------------------------------------------------------------- | ------------------------------------------------- |
| **Personal notes** | Short notes about how you like to work, such as "Keep answers under five bullet points". | Only you.                                         |
| **Pages**          | Longer written knowledge, such as your refund policy or how you qualify a lead.          | Only you, unless you share it with the workspace. |
| **Procedures**     | A saved, repeatable set of steps Orbit can run with fresh inputs each time.              | Only you, unless you share it with the workspace. |

## Before you begin [#before-you-begin]

* **Role:** anyone can read the memory they have access to. To create or edit pages, procedures and notes, you need the **Editor**, **Admin** or **Owner** role.
* **Sub-accounts:** the memory management page isn't linked from Orbit in agency sub-accounts.
* **Credits:** writing, editing and searching memory yourself uses no AI credits. Asking Orbit to draft a page does use credits, and the page shows the cost before you start.
* Don't save passwords, card numbers or other secrets in memory.

## See what Orbit remembers [#see-what-orbit-remembers]

1. Open the Orbit panel and select the **Memory** view.
2. Read **What Orbit remembers**. Each item is labeled **Preference** or **Fact**.

These are saved from your conversations and used to tailor Orbit's answers to you. If the list is empty, you see **Nothing saved yet. Tell Orbit "remember that…" in a chat and it will appear here.**

### Save something from a chat [#save-something-from-a-chat]

In any Orbit chat, start a message with "remember that", for example:

* "Remember that I prefer answers as a short table."
* "Remember that this quarter I'm focused on renewals."

Open the **Memory** view to check it was saved.

## Open the memory page [#open-the-memory-page]

From the **Memory** view, select **Manage memory and procedures**. This opens the **Orbit memory** page, which you can also reach from **AI Copilot → Knowledge → Pages & procedures**.

At the top of the page, choose what to work with:

* **Pages** or **Procedures** to see saved items of that kind.
* **Personal notes** to manage your own notes.
* **Search saved memory** to find an item by name. Select **Archived** to include archived items.
* **Recover a draft** to reopen a draft Orbit was preparing if you left the page.

## Manage personal notes [#manage-personal-notes]

1. On the **Orbit memory** page, select **Personal notes**.
2. Under **Note type**, choose **Response preference** (how Orbit should answer) or **Standing priority** (what you're focused on).
3. Type the note in **New note** and select **Save note**.

You can keep up to 10 notes of up to 140 characters each. Select **Edit** to change a note or **Forget** to delete it. Orbit treats notes as guidance about you, not as checked business facts.

## Create a page [#create-a-page]

1. On the **Orbit memory** page, select **Pages**, then **New page**.
2. Enter a **Title**.
3. Write the content in **Page content**. You can use Markdown for headings and lists.
4. Select **Save page**.

**What you should see:** **Saved. No AI credits used.** The page is listed with **Only you** and a version number, such as **Only you · v1**.

New pages are private. To let teammates use a page, open it and select **Share with workspace**. Each teammate still needs access to any sources the page is based on.

### Draft a page with Orbit [#draft-a-page-with-orbit]

If AI drafting is turned on for your workspace, select **Draft with Orbit** on the **Orbit memory** page. If you see **AI drafting is awaiting activation. Manual pages are ready to use.**, write the page yourself instead.

1. Under **What should Orbit prepare?**, describe the page you want.
2. Add **Your source notes** and use **Find source documents** to choose up to 10 documents from your Knowledge sources. Orbit reads only what you select.
3. Check the credit cost shown on the page, then select **Draft for review**.
4. Read the **Proposed page · not saved**. If you're updating an existing page, select **Compare with saved version** to see what changed.
5. Select **Save reviewed page**, or **Discard draft**.

### Work with a saved page [#work-with-a-saved-page]

Open a page to see these views: **Preview**, **Edit**, **Sources** and **History**.

* **Sources** lists what the page was built from. A page shows **Sources current · wording unverified** while its sources are unchanged, or **Sources changed — historical reference only** when a source has changed since. To update it, select **Refresh from current sources**.
* **History** lists earlier versions. Select **Restore as new version** to bring one back without losing the current version.
* **Export Markdown** downloads the page as a text file.
* **Archive** hides the page from normal lists. **Unarchive** brings it back.
* **Make private** stops sharing it with the workspace.
* **Forget page** deletes the page's saved text and copies made from it. Your original source documents stay where they are.

## Create a procedure [#create-a-procedure]

A procedure is a short, repeatable plan. For example, "Create a follow-up task" asks for a task title and an assignee each time you run it.

1. On the **Orbit memory** page, select **Procedures**, then **New procedure**.
2. Enter a **Title**.
3. Under **Add a native action**, choose a step from **Choose an action…**. The current options are **Review a lead**, **Create a follow-up task** and **Review a saved email draft**. Add more steps if you need them, or select **Remove** to drop one.
4. Check the inputs the procedure will ask for, such as **Task title** and **Assignee name**.
5. Describe what "done" looks like in **Success criteria**.
6. Select **Save procedure**.

### Run a procedure [#run-a-procedure]

1. Open the saved procedure. Under **Prepare a run**, fill in each input.
2. Select **Prepare work plan**.
3. Select **Review and continue work plan** to open the plan in Orbit, then approve its steps as usual.

Each run asks for fresh inputs. Details from an earlier run are never copied into the next one. To run it again with different inputs, select **Prepare another run**.

## How saved memory appears in answers [#how-saved-memory-appears-in-answers]

When Orbit uses a saved page, procedure or note, the answer's **Sources** list includes it, labeled **Saved memory**. Select it to open the item. If an answer relies on memory that looks wrong or old, fix or refresh the page and ask again.

## If something goes wrong [#if-something-goes-wrong]

| What you see                                                          | What to do                                                                                      |
| --------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------- |
| **This page or its sources changed. Your unsaved text is preserved.** | Select **Reload saved version**, then add your changes again.                                   |
| **This page is no longer available.**                                 | Someone deleted or made it private. Ask the owner to share it again.                            |
| **Could not load Orbit's memory. Try again later.**                   | Refresh the page. If it keeps happening, [contact support](/troubleshooting/contact-support/).  |
| A teammate can't use a shared page                                    | Check that they can open the page's sources. Sharing a page doesn't give access to its sources. |
| The **Save** button is greyed out                                     | Add a title and content, or check that your role is Editor or higher.                           |

## FAQ [#faq]

### Is my memory shared with my team? [#is-my-memory-shared-with-my-team]

No, not unless you choose **Share with workspace** on a page or procedure. Personal notes are always private.

### Does saving memory use credits? [#does-saving-memory-use-credits]

Saving, editing and searching memory yourself uses no AI credits. Drafting with Orbit uses credits, and the cost is shown before you start.

### What's the difference between memory and the Knowledge hub? [#whats-the-difference-between-memory-and-the-knowledge-hub]

The [Knowledge hub](/platform/knowledge-hub/) holds source documents that AI agents and Orbit can search. Memory pages are shorter notes and procedures you write or approve, often based on those documents.

### Can I undo "Forget page"? [#can-i-undo-forget-page]

No. Forgetting erases the page's saved text. Export it first with **Export Markdown** if you might need it again.

## Next step [#next-step]

Add the documents your memory pages can draw from in the [Knowledge hub](/platform/knowledge-hub/).