Let Qix remember notes

Keep a note

1. Tell Qix something lasting, such as which account pays your rent or what you'd like to be called.
2. When Qix shows a card with checkboxes, untick anything you don't want kept.
3. To reword a note or change who it's for, select Edit, change the words, and choose Whole business or Just me. Select Cancel to go back.
4. Select the button that saves them, such as Remember 2 notes. Select Not now to keep nothing, or Don’t ask about this to stop Qix offering the same note on this device.

A fact about how the business works is used in everyone's answers. When a staff member suggests one, it waits for an owner to approve it. A preference belongs to the person who saved it and only changes wording; owners can see it.

Qix doesn't keep amounts, tax IDs, card or bank numbers, passwords or health details. Amounts always come from your books. A note can't change figures, permissions, approvals or what Qix may show. When an answer relies on a note, Qix says so at the end, with a Manage notes button.

Review or forget notes

Warning

Forgetting a note can't be undone.

1. In the chat window, open Discussions, then Notes Qix keeps, to see the business facts and your own notes.
2. Select Forget beside one of your notes to remove it.

Manage every note (owners)

1. Open Settings, then Qix AI, and go to What Qix remembers. When staff have suggested facts, Settings shows how many are waiting.
2. Under Waiting for you, select Approve or Reject for each suggested fact.
3. To change a saved fact or your own preference, select Edit, change the words and select Save note. Another person's preference can only be forgotten.
4. Select Forget to remove one note, or Forget all notes to remove every note for everyone.

A business can keep up to 50 notes. When an owner saves the same fact a staff member suggested, it's approved.