Settings and storage
Agent settings let you choose how Agent works and manage the data saved on your device.
Use settings when you need to adjust model options, conversation size, display preferences, or local storage. The exact options available can vary by organization.
General settings
General settings may include the model, conversation size, and cost display options available to your organization. If a setting is unavailable, your administrator may manage it centrally.
Choose settings based on the task. Short reviews and simple edits usually need less context. Longer analysis, multi-step reviews, and conversations with attachments may need more context.
Conversation size
Conversation size controls how much prior chat and workbook information Agent can use at once. Larger sizes can support longer work sessions, but they may use more AI capacity or cost more depending on your organization's configuration.
If Agent forgets an earlier detail, restate it in your next message. If the conversation has become crowded with unrelated work, start a new conversation.
Local data and storage
Agent stores conversations, messages, saved outputs or artifacts, Skills, and some temporary files in browser storage on your device. This lets you return to prior work and reuse saved outputs without uploading the full workbook or attached files.
When Agent needs an AI response, it sends only the relevant information for that request. See AI Guidelines for more detail.
Clearing local data
Use the clear-all option only when you want to remove Agent data from the current device. This can remove local conversations, messages, saved outputs or artifacts, Skills, and temporary files. It cannot be undone.
Before clearing data, check whether you need to keep any saved outputs, conversation history, or custom Skills.
Tip
If storage looks high, review saved outputs, artifacts, and old conversations before clearing all local data.
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