How to review and approve what the AI suggested for company memory
The AI picks out what's worth keeping from meetings, conversations, and tasks. You approve, adjust, or reject it before it becomes memory.
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 recorded meeting ends, a conversation handled by the team is closed, or a task is completed, the AI notes down what seems worth remembering for the future: a rule, a decision, a way of doing things. Nothing goes into memory without someone reviewing it first.
Where to find it in Cognizy
Before you start
- Only the owner and admins can approve suggestions for the whole company.
- The To Review tab only has items when the AI has suggested something.
Step by step
- Step 1:
From the menu, open . The screen opens on the To Review tab, and the number shows how many suggestions are waiting.
- Step 2:
Read the suggestion. Above the text you'll find the type and who can see it; below, where it came from, like the meeting or conversation.
- Step 3:
If it's correct, click Approve. If it needs a text fix, use Adjust and approve. If it's not worth keeping, click Reject.
- Step 4:
The approved suggestion leaves the queue and moves to the Approved tab. From there, Izy and the agents use that information.
How to know it worked
The To Review tab shows one less suggestion, and the approved item appears under Approved.
If something goes wrong
I approved incorrect information.
Open the Approved tab, click Actions on the item, and use Edit to fix it or Delete to remove it.
Next step
Manually add anything the AI missed.
Sign in with your Cognizy account to save your progress.
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