Articles on: Memory Chat

Memory Chat modes

Memory Chat works in five modes. Each one determines what the assistant consults to answer and the form of its reply. Picking the right mode means getting the type of answer you expect straight away.

Understanding the modes

The mode is chosen at the top of the screen, before you ask your question. The five modes don't tell Memo to look at the same thing: one focuses on a single person, another sweeps across your whole practice, another counts your activity, and the last two target a group or a company. Here's what each one is for in detail and when to use it.

Client mode

A conversation focused on one specific client. The assistant consults only that client's memory: their sessions, their summaries and your notes about them.

When to use it — to prepare a session or review an individual trajectory.
What it consults — the entire memory of the selected client, and that client only.
Specificity — you must first pick the client via Choose a client…. The client's consent is required: without consent, their memory can't be used and the picker says so ("No consent — memory unavailable"). Answers point back to their sessions through citations.
Example — "Where does Sophie stand on her relationship to authority?"

A client is only usable if they've given their consent. Without consent, no memory is available for them in Client mode.

Practice mode

A qualitative exploration across your whole practice, all clients combined. Ideal for stepping back and taking a broader view of your activity.

When to use it — to detect patterns, recurrences or themes that cut across several engagements.
What it consults — all of your sessions and clients. The header shows the scope analyzed ("Your whole practice", number of clients and sessions).
Specificity — citations are anonymized by default (labeled "Anonymized citations"), to stay GDPR-compliant when you reason across several clients at once.
Example — "What recurring blockers do my clients in transition share?"

Pilot mode

Volume and counter questions about your activity. This is the "numbers" mode of your practice.

When to use it — to learn quantities: number of sessions, of clients, workload over a period.
What it consults — your activity counters (sessions, clients, weekly load), not the qualitative content of the sessions.
Specificity — answers are numeric and without citations. Memo shows ready-to-use visuals: a Practice metrics block, a Breakdown by channel donut and a Weekly load chart. It does not, however, generate an export or a chart on request — if you ask for one, it tells you so ("Pilot answers in text only; export or charts aren't available").
Example — "How many sessions do I have this week?"

Group mode

A conversation focused on one group or workshop. The assistant consults the shared memory of that group's participants.

When to use it — to explore a group or workshop dynamic: themes that keep coming up, common ground, topics to work on collectively.
What it consults — the memory of the selected group's members.
Specificity — you first pick the group via Choose a group…. You can zoom in on a specific participant by mentioning them with @. The group is fixed for the current conversation: to change it, start a new conversation.
Example — "What themes keep coming up in this cohort?"

Company mode

A conversation focused on one client company, across all its people.

When to use it — to step back on coaching carried out within a single organization, across its different clients.
What it consults — the memory of all clients attached to the selected company.
Specificity — you first pick the company via Choose a company…. You can focus on a specific client by mentioning them with @. The company is fixed for the current conversation: to change it, start a new conversation.
Example — "How is the coaching progressing across this company?"

Which mode for which question

A question about one person (trajectory, session prep) → Client mode.
A cross-cutting question (trends, recurrences, "which clients…") → Practice mode.
A counting question (how many, how often, what load) → Pilot mode.
A question about one group or workshop (collective dynamic, shared themes) → Group mode.
A question about one client company (overall coaching within an organization) → Company mode.

💡 Tip: if an answer seems too broad when your question was about a single person, you're probably in Practice mode — switch to Client mode and select the client concerned.

Updated on: 18/08/2026

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