Knowledge notes and memory

Crewdesk has three ways of knowing more than a fresh chat would: knowledge notes, your memory, and project instructions.

Knowledge notes

A knowledge note is a short fact that an expert would know and a newcomer wouldn't: what a status means, a database that is read-only, an input that takes a normalized name, the cause of a known failure. Each has a title, a text of up to 600 characters and keywords. The notes relevant to a turn go with it.

Notes come in three layers:

Layer	About	Who curates it
Product	CrewAI and AMP, for every organization	Ships with Crewdesk
Organization	Your organization's house terms, systems and rules	Your note admins
Automation	One specific automation	Your note admins

When the agent learns something worth keeping, it proposes a note on a card. A proposed note is used only after a note admin approves it (a note admin's own yes approves it at once). See Curating knowledge notes.

Memory

Crewdesk remembers facts about you that come up in your conversations and uses them in later answers (it uses CrewAI's memory). Settings → Memory shows what it learned.

Project instructions

In a folder, the AGENTS.md or CLAUDE.md at its root tells the agent how the project works. See Workspace.

Privacy in the context

E-mail addresses in the context of a turn are replaced by labels, and when the context grows large, parts of it are dropped in a fixed order rather than at random.