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Orion’s memory system lets it retain your personal preferences across conversations, such as how results are formatted, charted, and summarized. Tell Orion to “remember this” explicitly, and it applies that preference to every future analysis in the project. Definitions, standard filters, and calculation methods that the whole team relies on belong in Context instead.

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Overview

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What Is Memory?

Memory allows Orion to retain your standing preferences, and relevant profile facts such as your role, across conversations.

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Quick Start

In Chat, you can ask Orion to remember something, check what it remembers, or update and remove memories. Ask Orion to remember something:
“Remember that I prefer year-over-year comparisons in every report”
Check what Orion remembers:
“What do you remember about this project?”
Update or remove a memory:
“Forget that I preferred pie charts - I now want bar charts instead”
You’ll see a notification when Orion saves a memory. There’s no dedicated memory page, but you can ask Orion what it remembers at any time.

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How Is Memory Isolated?

Memory is isolated to each project by default. The Memory Isolation switch controls this:
  • New projects: Below the project description in the New Project dialog
  • Existing projects: The Advanced Settings tab of Project Settings
This switch is on by default for new projects. When enabled, Orion does not access memories from other projects, keeping your data and preferences organized.

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What Can Be Remembered?

Memory captures personal preferences: how results are formatted, visualized, and summarized, and facts about your role that shape them. A definition, a standard filter, or a calculation method applies to everyone on the project, so add it to Context rather than to memory. Examples:
  • “I prefer weekly summaries with three bullet points and clear action items”
  • “Lead with the key takeaway, then the detail”
  • “I prefer data tables over pie charts”
A personal working preference belongs in memory. A rule the whole team should follow belongs in Context.

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How Does Memory Work?

Orion creates memories through two paths: Offered by Orion: When a message states a standing preference, Orion may offer to remember it. It saves the memory only after the user agrees. Explicit requests: For critical information, tell Orion directly: “Remember that I prefer data tables over pie charts.”
Orion replies that it will store the preference, then shows an expanded Memory Saved card. The card reads No Prior Analysis References in Chat, and its content says replies should not mention earlier analysis.

Confirmation that Orion saved a memory

To delete a memory, expand its Memory Saved card in the chat and click the icon. The card then reads Memory Deleted.
Be explicit for important information. Do not wait for Orion to offer to save a critical preference.

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What Are Best Practices for Memory?

Start early. Set up memory when you begin a project to establish preferences from the start. Be specific:
  • ✅ “Remember that I prefer weekly summaries with three bullet points and clear action items”
  • ❌ “Remember my preferences”
Review periodically. Ask Orion what it remembers and update as your needs evolve. Focus on patterns. Memory is most valuable for information that applies across multiple conversations. Don’t worry about one-off requests. Be project-aware. Since memory is project-specific, set it up in each project where you need it.

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FAQs

Q: Does memory transfer between projects? A: No. Memory is isolated to each project by default. Set up memory in each project where you want Orion to remember specific information. Q: How do I update or remove a memory? A: Tell Orion what changed: “Forget that I preferred pie charts - I now want bar charts instead.” Q: How does memory improve my experience? A: Memory provides context that helps Orion build better insights. The more it understands about your preferences, the closer its analyses match them.