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Layest does not require a separate “memory training” screen. Finlay and your agents work with the workspace information they are allowed to access: Data Collections, records, relationships, files, configured sources, and conversation context.

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What becomes useful knowledge

Data Collections

Structured business records with clear fields and relationships.

Files

Documents stored in Layest or attached to a conversation or run.

Configured sources

The projects, collections, and inputs selected in an agent’s Setup.

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Make answers more reliable

  • use clear collection and field labels
  • publish reviewed records
  • connect relationships instead of repeating names as free text
  • keep important dates and currencies structured
  • remove outdated duplicates
  • attach only the files relevant to the question
  • explain workspace-specific terminology in the request or agent instructions

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Context follows the task

When you ask Finlay a question, Layest uses the available workspace context and may show matching records in a table. When you work inside an agent, that agent’s configured Setup and persistent instructions apply. For reports, the selected source remains authoritative. Attached files and folders can add context for one report without changing the saved Setup. For imports, the destination selected in Setup or the current target determines where approved records belong.
Access remains permission-aware. A user should not expect Finlay to use information that their role cannot access.

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Keep humans in the loop

AI context is only as useful as the underlying data. Review important answers, reports, imports, and financial decisions against their sources before relying on them.