> For the complete documentation index, see [llms.txt](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/getting-started/aura-ai-assistant/aura-memory.md).

# Aura Memory

Aura retains your preferences across conversations in Rillet, eliminating the need to repeat the same instructions in every session. Once a preference is saved, Aura applies it automatically in all future interactions.

### Save a Memory

Choose either of these methods to save a memory in **Aura Assistant**.

**Option 1: Tell Aura to Remember a Preference**

1. Click **Aura** in the left navigation menu.
2. Select **Assistant** from the dropdown.

   <figure><img src="/files/q3ke1UH1iIkAoKo2JzRu" alt=""><figcaption></figcaption></figure>
3. Type your preference into any message to Aura, using natural language.

   <figure><img src="/files/ycdklJ6xj8aelolgdOsW" alt=""><figcaption></figcaption></figure>

**Option 2: Save a Memory from a Message**

1. Click **Aura** in the left navigation menu.
2. Select **Assistant** from the dropdown.

   <figure><img src="/files/q3ke1UH1iIkAoKo2JzRu" alt=""><figcaption></figcaption></figure>
3. Hover over a message you sent and click the **Save to memory** icon.
4. Review the **Saved to memory** card summarizing what Aura saved.

   <figure><img src="/files/GmJiHZpDFKFoytjlQkA9" alt=""><figcaption></figcaption></figure>

### View and Manage Saved Memories

Follow these steps to review or update what Aura remembers:

1. Click **Memories** in the **Assistant** panel.

   <figure><img src="/files/GyQLoM5AtXBNlzwkD06k" alt=""><figcaption></figcaption></figure>
2. Review the **Saved memories** dialog, which lists everything Aura has saved.

   <figure><img src="/files/3qGP2ebgajjaLNtz9Uav" alt=""><figcaption></figcaption></figure>

From this dialog, you can view, edit, or delete a saved memory, or add a new one by typing it into the **Tell Aura what to remember** field.

### Explore Memory Examples by Category

Browse example memories grouped by preference type:

{% tabs %}
{% tab title="JE Naming" %}
Use these examples to set your preferred journal entry naming format:

* "Remember that I always want journal entries named as vendor, date, then a short description."
* "Remember to always list the entity name before the vendor name in journal entry titles."
* "Remember to keep journal entry descriptions short, no more than a few words."
  {% endtab %}

{% tab title="Terminology" %}
Use these examples to set your preferred terminology:

* "Remember to always use "deferred revenue" instead of "unearned revenue.""
* "Remember to always call it "MRR" instead of "monthly recurring revenue" in reports."
* "Remember to always refer to our fiscal year as starting in February."
  {% endtab %}

{% tab title="Report Formatting" %}
Use these examples to set your preferred report formatting:

* "Remember to always structure my board summaries the same way, with the same sections every time."
* "Remember to always start financial reports with a summary paragraph before the numbers."
* "Remember to always include a cash balance section in every report you generate for me."
  {% endtab %}

{% tab title="Flagging Thresholds" %}
Use these examples to set thresholds Aura should flag automatically:

* "Remember to flag any single transaction over $50K in a board summary."
* "Remember to flag any vendor bill over $10K for review."
* "Remember to flag any journal entry posted outside of business hours."
  {% endtab %}

{% tab title="Default Fields" %}
Use these examples to set default fields for recurring actions:

* "Remember to always use Mercury Checking as the cash account when creating invoices."
* "Remember to always assign new SaaS revenue to the Enterprise customer segment."
* "Remember to always use the same revenue account for recurring subscription invoices."
  {% endtab %}

{% tab title="File Analysis" %}
Use these examples to set how Aura should analyze files you upload:

* "Remember to always summarize the top vendors by spend when I upload a spend file."
* "Remember to always highlight the termination clause when I upload a contract."
* "Remember to always flag renewal dates when analyzing uploaded contracts."
  {% endtab %}
  {% endtabs %}

### Frequently Asked Questions (FAQs)

<details>

<summary><strong>What kinds of preferences should I save?</strong></summary>

These work well for recurring, implicit preferences that finance teams tend to carry around but rarely write down. Once a preference is saved, you do not need to restate it at the start of every session, or correct Aura's output and hope it sticks next time.

</details>

<details>

<summary><strong>Where do saved memories apply?</strong></summary>

Saved memories are picked up automatically in both **Aura Assistant** and **Aura Agents**, so a preference you save once carries through everywhere you use Aura, without needing to set it up separately in each surface.

</details>

### See Also

To learn more about Aura in **Rillet**, review these articles:

* [**Getting Started with Aura Assistant**](/EjmEP4KZ9BVp9j2ho4Mh/getting-started/aura-ai-assistant/getting-started-with-aura-assistant.md)
* [**Aura Command Center**](/EjmEP4KZ9BVp9j2ho4Mh/getting-started/aura-ai-assistant/aura-command-center.md)
* [**Agents**](/EjmEP4KZ9BVp9j2ho4Mh/getting-started/aura-ai-assistant/agents.md)
* [**Assistant vs Agent**](/EjmEP4KZ9BVp9j2ho4Mh/getting-started/aura-ai-assistant/assistant-vs-agent.md)
* [**Aura AI Prompt Examples**](/EjmEP4KZ9BVp9j2ho4Mh/getting-started/aura-ai-assistant/aura-ai-prompt-examples.md)


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