Notes

Notes are a powerful way to store persistent information that your AI agents can access and remember. Unlike knowledge sources (which are typically documents and files), notes are dynamic, easily editable content that serves as your agent's long-term memory.

What are Notes?

Notes are text-based knowledge entries that you create and manage within MindPal. They function as a persistent memory layer for your AI agents, allowing them to:

• Remember important information across conversations
• Access dynamic content that changes frequently
• Store preferences, facts, and context about your business
• Maintain consistent knowledge that doesn't need document uploads

Notes vs Knowledge Sources

How Notes Work

1. You create notes with specific information you want agents to remember
2. You assign notes to agents that need this information
3. Agents automatically access assigned notes during conversations
4. Notes update instantly - changes are reflected immediately in agent responses

Creating and Managing Notes

Creating a Note

1. Go to "Assets" → "Notes" in your workspace
2. Click "+ Create note" or the create button
3. Add a Title - make it descriptive so you can find it later
4. Write your Content using the rich text editor
5. Add Categories (optional) to organize your notes

Rich Text Editor Features

The note editor supports:

• Headings - Structure your content with H1, H2, H3
• Formatting - Bold, italic, underline, strikethrough
• Lists - Bullet points and numbered lists
• Links - Add hyperlinks to external resources
• Tables - Organize structured information
• Code blocks - Format technical content

Organizing Notes with Categories

Use categories (tags) to organize notes by topic:

• product-info - Product details and specifications
• company-policies - Internal guidelines and rules
• customer-preferences - Client-specific information
• faq - Frequently asked questions and answers

You can filter and search notes by category in the sidebar.

Assigning Notes to Agents

Method 1: From Agent Settings

1. Open your agent's configuration
2. Scroll to the Notes section
3. Click "Add notes"
4. Select the notes you want to assign
5. Save your agent

Method 2: From the Notes Library

1. Open a note
2. Click the share/assign button
3. Select which agents should have access

Use Cases

1. Product Information

Store product details, pricing, and specifications that agents need to reference:

Title: Product Pricing 2024

## Standard Plan
- Price: $49/month
- Features: 5 users, 10GB storage

## Pro Plan
- Price: $99/month
- Features: 25 users, 100GB storage, priority support

2. Company Policies

Keep agents informed about company guidelines:

Title: Refund Policy

We offer a 30-day money-back guarantee on all plans.

Conditions:
- Request must be within 30 days of purchase
- No partial refunds for unused time
- Refund processed within 5-7 business days

3. Client Preferences

Store client-specific information for personalized interactions:

Title: Client: Acme Corp

Contact: John Smith (john@acme.com)
Preferred communication: Email
Time zone: EST
Special requirements: All deliverables need legal review

4. FAQ Responses

Pre-write answers to common questions:

Title: Common Support Questions

Q: How do I reset my password?
A: Click "Forgot Password" on the login page, enter your email, and follow the reset link sent to your inbox.

Q: What payment methods do you accept?
A: We accept all major credit cards and PayPal.

Agent Memory Tools

When you assign notes to an agent, the agent gains special abilities to work with that information:

Automatic Access

Agents automatically see and use assigned notes - no special prompting required.

Memory Tools (Advanced)

Agents can also create, update, and delete notes during conversations:

• Create notes - Save new information from conversations
• Update notes - Modify existing information
• Delete notes - Remove outdated information

This enables agents to maintain a learning memory that grows over time.

Sharing Notes

Notes can be made public for sharing:

1. Open the note you want to share
2. Click the "Make Public" toggle
3. Copy the shareable link

Public notes are accessible via a unique URL without requiring MindPal login.

Best Practices

Keep Notes Focused

Each note should cover one topic. Instead of one massive "Company Info" note, create separate notes for:

• Company Overview
• Product Details
• Pricing Information
• Contact Information

Use Clear Titles

Make titles descriptive and searchable:

• "Refund Policy - 30 Day Guarantee"
• "Product: Enterprise Plan Features"
• "Client: ABC Company Preferences"

Update Regularly

Notes are meant to be dynamic. Review and update them when:

• Prices change
• Policies update
• New products launch
• Client preferences change

Organize with Categories

Use consistent category naming across your workspace:

• Use lowercase with hyphens: product-info, client-data
• Be specific: pricing-2024 instead of just pricing
• Limit to 2-4 categories per note