> ## Documentation Index > Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt > Use this file to discover all available pages before exploring further. # AI Memory: Kick off a Mind & connect agents > Seed a new Mind with starter facts using the Kick off wizard, then connect the Mind to your MCP-aware agents so they Remember, Recall, and Ask across sessions. This page covers two features that build on top of the core Minds system: the **Kick off** wizard and the **Connect to agents** modal. If you haven't set up AI Memory yet, start with [AI Memory overview](/partner-portal/ai-memory). ## Kick off a Mind A brand-new Mind is empty — Recall and Ask have nothing to work from. **Kick off** is a short guided wizard that collects a few stable facts about the customer (or agent) and remembers them in one go, so the very first interaction is useful. ### Where to find it Select a Mind first, then use the **Kick off** button on the Mind detail panel: * **Partner portal** — `/partner/memory` → select a customer → select a Mind → **Kick off**. * **Customer portal** — `/whitelabel/memory` → select a Mind → **Kick off**. The 'Kick off this Mind' wizard modal showing a three-segment progress bar and the Profile step ('The essentials your agents should always know') with questions: Who is this and what do they do, Main services or products, Opening hours, Location / service area, Key policies — each with example chips below the input — and Back / Skip / Next buttons. ### How it works The wizard — titled **Kick off this Mind** — is a **3-step stepper**: 1. **Profile** — *"The essentials your agents should always know."* Questions cover identity and what they do, main services or products, opening hours, location / service area, key policies, and anything the agent must always or never do. 2. **Preferences** — *"How your Mind should communicate."* Pick a preferred tone (Friendly / Professional / Warm / Concise), best times or channels to reach them, language or accessibility needs, and when it should hand off to a human (Urgent issues / Billing / Complaints / Anything unusual). 3. **Review & remember** — *"These facts will be saved into the Mind. Go back to edit anything."* A summary of everything you answered. Click **Remember facts** to store them all in one operation. Navigation buttons are **Back**, **Skip**, and **Next** (the Next button becomes **Review** on the Preferences step). #### Design notes * **Entirely optional** — every question can be skipped. If you reach Review without answering anything, it shows *"Nothing to save yet — go back and answer a few questions."* * **Choice questions** render as clickable chips (e.g. tone, hand-off triggers) — no typing required. * **Text questions** show a short input with example chips you can click to insert common answers (e.g. *+ Boiler repair*, *+ Mon–Fri 9–5*). * Questions adapt to the Mind's **scope** — a Customer Mind asks about the business; an Agent Mind asks about the agent's role and boundaries. **Remember facts** charges credits, the same as any [Remember](/partner-portal/ai-memory#remember) operation (partner Knotie Credits, plus customer AI Credits when enabled). Skipping the wizard or closing it before Review charges nothing. ## Connect a Mind to your agents **Connect to agents** generates an MCP connection so any MCP-aware agent — Claude Code, Codex, OpenCode, Cursor, n8n, and more — can Remember, Recall, and Ask against the Mind. ### Where to find it * **Partner portal** — `/partner/memory` → select a customer → select a Mind → **Connect to agents**. * **Customer portal** — `/whitelabel/memory` → select a Mind → the **Connect to my agents** card. The 'Connect to my agents' modal — intro text about using the Mind inside Claude Code, Codex, OpenCode, Cursor, n8n; a 'WHAT CAN THIS CONNECTION DO?' choice between 'Minds only (recommended)' and 'All my apps + Minds'; the MCP server URL https://mcp.knotie-ai.pro/api/mcp; and a 'Generate connection' button. ### How it works 1. **Choose what the connection can do:** * **Minds only** *(recommended)* — just the memory tools (Remember, Recall, Ask). Safe to hand to an agent; it can't touch your other connected apps. * **All my apps + Minds** — memory plus every other app you've connected, so the agent can both remember and act. 2. Click **Generate connection**. A one-time bearer token is created and the **Set up your agent** section appears. 3. **Pick your framework** from the tabs — Any MCP agent, Claude Code, Codex CLI, OpenCode, Cursor, VS Code, n8n, OpenClaw, Hermes, or Pi. Each shows the exact setup for that client. 4. **Copy the connection.** You get both the raw details (MCP server URL, `Streamable HTTP` transport, and an `Authorization: Bearer …` header) and a ready-to-paste **`mcpServers` config (JSON)** block. The token is **shown once — copy it immediately.** It carries no password and can be revoked anytime from your [MCP tokens](/partner-portal/ai-agents/mcp/tokens). ### Teach your agent (optional) The modal also offers two optional helpers for Claude Code users: * **Download skill (SKILL.md)** — a skill file that teaches your agent *when* to Remember, Recall, and Ask. Save it to `~/.claude/skills/-mind/SKILL.md`. * **Get slash commands (installer)** — installs `:status`, `:remember`, `:recall`, and `:ask` slash commands for the Mind. ### Customer-scoped vs agent-scoped Minds | Type | Scope | Who can access | | ----------------- | ----------------------------------- | -------------------------------------- | | **Customer Mind** | Tied to a customer record | Any agent serving that customer | | **Agent Mind** | Tied to a specific agent + customer | Only that agent + customer combination | For most use cases a **Customer Mind** works best — all of a customer's agents share the same memory pool, so facts learned by one agent are available to the others. ## Troubleshooting | Symptom | Likely cause | Fix | | -------------------------------------------------------- | -------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------- | | **Kick off** / **Connect to agents** buttons are missing | No Mind is selected | Select (or create) a Mind from the Minds list first | | Kick off answers don't appear in Recall | Profile derivation is asynchronous | Wait a few seconds and Recall again | | Lost the connection token | Tokens are shown only once | Revoke the old token and generate a new connection | | Agent can't reach memory on calls | AI Memory is disabled for the customer | Enable **AI Memory (Mind)** in the customer's Features & Add-ons (see [AI Memory](/partner-portal/ai-memory#enabling-ai-memory-for-a-customer)) | ## Related pages * [AI Memory overview](/partner-portal/ai-memory) — enable Memory, create Minds, and use Remember / Recall / Ask * [Subscription plan features](/partner-portal/settings/subscription-plan-features) — enable AI Memory at the plan tier level * [MCP tokens](/partner-portal/ai-agents/mcp/tokens) — manage and revoke the tokens that Connect to agents generates * [MCP memory tools](/api-reference/mcp/memory-tools) — the Remember / Recall / Ask tools your agent calls