How to approve suggestions for company memory
In To review, on the Memory tab, approve or reject what the AI suggested saving after conversations, meetings, and tasks.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
When a conversation is closed, a meeting ends, or a task is completed, the AI separates what is worth remembering: a fact, a decision, a process. Nothing goes into memory on its own. Suggestions wait in To review, along with the other approvals for the day.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can approve what applies to the whole company.
- The tab only has items when the AI has suggested something.
Step by step
- Step 1:
In the menu, click To review.
- Step 2:
Click the Memory tab.
- Step 3:
Each suggestion shows the text and where it came from (a conversation, a meeting). Read carefully: whatever is approved will start being used by Izy and the AI teams.
- Step 4:
If it looks right, click Approve. If it is not worth saving, click Reject.
How to know it worked
The approved suggestion leaves the queue and starts appearing in Company › Company memory, on the Approved tab. A rejected one disappears without being used.
If something goes wrong
The Memory tab is empty.
There is no suggestion waiting. They appear after a conversation handled by the team is closed, a recorded meeting ends, or a task with details is completed.
The suggestion is almost right.
Open Company › Company memory using the button on the tab itself and fix the text before approving.
I approved it by mistake.
In Company › Company memory, on the Approved tab, find the item and archive or edit it.
Next step
See everything the company has already saved in Company › Company memory.
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