Working with Analyst copilot memories (EAP)

Memories are persistent records of information Analyst copilot saves automatically or explicitly while you work. This includes every step you take, definitions you use, business logic applied, field mappings, and your feedback and corrections. Memories can be:


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Memories are persistent records of information Analyst copilot saves automatically or
explicitly while you work. This includes every step you take, definitions you use,
business logic applied, field mappings, and your feedback and corrections. Memories can
be:

Steps and filters applied during a specific analysis
Definitions of key terms (for example, “VIP customer” or “churn”)
Synonyms, preferred breakdowns, or KPI logic
User or team preferences that influence results


The benefits of memories include:

Definitions, metrics, and analytical logic are applied the same way in every
analysis. This consistency improves trust because everyone gets the same answer to
critical business questions.
Report creation starts from stored memories making reporting faster and easier to
repeat. Common queries and business terms don’t need to be constantly
redefined.
Every analytical path is stored, viewable, and auditable in the context graph,
meaning you track how insights were generated and helping to answer questions.
Because your business context, steps, and preferences are saved, Analyst copilot can
offer relevant suggestions and narratives tailored to how your team works.
Teams can curate, promote, and share memories ensuring everyone uses agreed-upon
terms and logic, even as new people join or processes evolve.

This article contains the following topics:

Viewing memories
Navigating memories
Best practices for memories
Managing memories
Creating a new report from a memory



Viewing memories

Memories are displayed in the context graph section of report builder.
To view memories

In a report, click Memory. The report's context graph opens, displaying
memories associated with it.


Click any memory to view more details.




Important: Avoid sensitive data in memories where possible. Don't analyze PII or
confidential data in during the Analyst copilot EAP.




Navigating memories

You can view, navigate, and manage a reports memories.
To navigate memories

In a report, click Memory to open
the context graph.
Use drag-and-drop to move around the context graph and use your mouse wheel to
zoom in or out to find the memory you want.
Click a memory to see its details.
Try using some of the following actions to see how they affect your
memories and reports.
Click a memory to update the report visualization to match the
memory. Each memory has a card with a summary and
analysis describing what is being shown in the report.


Click the thumbs up or down icons to indicate to Analyst
copilot if the memory was useful. This helps memories become more
accurate over time.
The Refresh and analyze button ( ) refreshes the memory summary
with the latest dataset update.
The Find inspiration button ( ) gives you suggestions on other
reports you might find useful.


Click Memory to close the context graph.




Best practices for memories

Consider the following best practices to get the most from memories.

Before building a new analysis from scratch, search existing memories and reuse
them if possible to save time and help ensure company-wide consistency.
Rate memories to improve future results.
Combine and narrate memories for deeper insights.
Use memories for training and onboarding. Memories can serve as living
documentation, making it easier to onboard new analysts or business users by
learning from past logic and rationale.
Periodically audit project memories for redundancy, outdated logic, or
inconsistent definitions.




Managing memories

In this section, you'll learn about the following ways you can use memories:

Generating report suggestions
Combining memories
Narrating memories
Rating memories
Refreshing memories



Generating report suggestions

In a memories summary or analyses, you can to generate suggestions as to how you
could enhance your report.

To generate suggestions

From a memory in the context graph, click the find inspiration button
( ). Suggestions are generated and displayed at
the bottom of the Analyst copilot window.

Click a suggestion to see more details including the memories that were used
to create it. Click Apply suggestion to apply it to the existing
report.
Click Try this in a new report to create a new report using the
suggestion.





Combining memories

You can combine multiple memories or narrate them as a story to explain trends or
causes.
Combining memories creates a new memory. This lets you "pick and
choose" metrics and attributes from different memories. For example, one of your
memories includes a metric of your solved tickets. The other contains an
attribute of the ticket requester's region. You can combine these into a new
memory for solved tickets by region.
To combine memories

In a report, click Memory.
In the memory panel, select one or more memories, then click
Combine.

On the Combine memories page, enter a description of the report
you're trying to create. For example, "Who had the largest workload in each
region?"
Analyst copilot creates a new report and memory based on the
memories you selected and the description you entered.




Narrating memories

You can use multiple memories to create a story. For example, if you
supply the prompt, "My department is very busy. Why is that?", Analyst copilot
creates a report you can use to help you understand reasons why your department
is busy.
To narrate memories

In a report, click Memory.
In the memory panel, select at least two memories, then click
Narrate.

On the input page, enter the story you want to tell, for example,
"When are my busiest periods? When is it quiet?"
Click Narrate.

Analyst copilot displays a report containing insights, reasons, and
potential actions to help you understand your busiest and quietest periods.




Rating memories

You can rate the quality of generated memories. Analyst copilot uses these
ratings to learn and improve over time.
To rate a memory

In a report's context graph, click any memory to open it.
In the memory, click the thumbs-up or thumbs down icon depending on the
quality of the memory.


Analyst copilot remembers your rating and uses it to improve future memories.



Refreshing memories

You can refresh memories to show the latest data and summary.
To refresh a memory

In a report, click Memory.
Click one of your memories to see its details.
To refresh the memory, click the refresh and summarize button ( ).

The memory and its summary are updated with the latest data.




Creating a new report from a memory

Any memory can be used to fork a report , allowing you to start new
explorations from validated, existing logic (preserving context and reducing
errors).
Forked reports maintain links in the context graph, boosting the relevance of
frequently used logic and definitions for future questions.
To create a new report from a memory

In a report, click Memory.
Click one of your memories to see its details.
Click Save > Fork.

A new report is created and opened from the selected memory.


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