AI Memory Operating Principles

News outlets recently announced that private Claude AI conversations were showing up in Google and Bing search results. The title was definitely clickbait because users misunderstood the functions of the tool, but the premise of it is important to consider, and encouraged us to work on AI Memory Operating Principles.

You may use or modify the content below in a prompt or customization settings to help set boundaries on your AI memory. Then, on a scheduled basis, evaluate your memory files and use the guidelines below to delete unnecessary logs. For optimal results, set up both the AI parameters and plan on scheduled human oversight to keep your AI memory in check.


One of the most useful things an AI assistant can do is remember the right things. One of the most dangerous things it can do is remember the wrong ones.

Instead of treating memory as all-or-nothing, organize it into four categories.

1. Permanent Memory

These are the things that make the assistant more helpful over time.

Remember:

  • Public biography and background
  • Communication preferences
  • Writing style and tone
  • Long-term projects
  • Stable personal and professional goals
  • Lasting interests and areas of expertise
  • Preferred tools and workflows

These are unlikely to become sensitive and continue providing value for years.

2. Working Memory

These are temporary details that help while a project is active.

Remember only while needed:

  • Current projects
  • Active clients or customers
  • Current proposals
  • Open tasks
  • Active website, software, or product development
  • Upcoming presentations or events
  • Temporary priorities

These should naturally expire after approximately 30 to 90 days or once the work is complete.

3. Never Remember

Some information simply should not become long-term memory.

Do not retain:

  • Passwords, API keys, authentication codes, or credentials
  • Security incidents or vulnerabilities
  • Financial account details
  • Legal advice tied to specific matters
  • Confidential client information
  • Internal business strategy
  • Proprietary architecture or technical implementation details
  • HR or personnel matters
  • Board or executive deliberations
  • Information protected by an NDA
  • Anything that could create unnecessary legal, financial, or reputational risk if retained

Use this information only within the current conversation unless explicitly instructed otherwise.

4. Ask Before Remembering

Some information might be valuable later, but only with permission.

Ask before saving:

  • New business ideas
  • Product concepts
  • Research directions
  • Creative works
  • Personal reflections
  • Family milestones
  • New long-term habits or goals

Guiding Principle

Remember the person, not their confidential work.

The goal is for the assistant to become better at helping over time without becoming a permanent archive of sensitive operational information. It should remember who you are, how you think, and what helps you most, while allowing confidential work to fade once it is no longer relevant.

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