Memories

Teach your AI agent to remember specific information about each user across conversations—automatically.

Memories allow your AI agent to learn and retain structured information about your users over time. Instead of treating every conversation as a blank slate, your agent can remember things like a user’s name, company, preferences, or any custom data field you define.

This is especially useful for building personalized experiences at scale—your agent greets returning users by name, picks up where the last conversation left off, and avoids asking for information it already knows.

Memories are collected automatically by the agent during conversations. You define what to collect and how—the agent handles extraction and storage on its own.

How Memories work

You create Memory Configurations, each of which defines:

• A name and goal (what this configuration is trying to learn)
• One or more fields (the specific data points to capture)
• The channels where this configuration is active

When a user interacts with your agent on an assigned channel, the agent automatically identifies and saves the defined fields whenever they appear in the conversation. If the user provides updated information later, the stored value is overwritten.

You can create up to 10 Memory Configurations per agent.

Creating a Memory Configuration

1. Go to Memories

   Navigate to AI Agent > Design > Memories in the left sidebar.

2. Create a new configuration

   Click New Configuration and give it a descriptive name (e.g. User Profile) and a goal that guides the agent (e.g. Capture the user's name, company, and role to personalize future interactions).

3. Add fields

   For each piece of information you want to capture, add a field with:

   • Field name — what you’re collecting (e.g. full_name, company, email)
   • Data type — text, number, date, or boolean
   • Prompt instructions — how the agent should extract this field (e.g. Extract the user's full name if they introduce themselves or sign off)
4. Assign channels

   Select the channels where this memory configuration should be active. The agent will only collect memories on conversations happening through those channels.

5. Save

   Click Save to activate the configuration. The agent will start collecting data on new conversations immediately.

Field types

Type	Description
Text	Free-form string (name, company, preferences)
Number	Numeric value (age, account ID, order number)
Date	Date value (last purchase, renewal date)
Boolean	True/false flag (is a premium user, opted in for updates)

Viewing collected memories

You can see the memories collected for any specific user from the Contacts section. Open a contact and view their stored memory fields under the memory tab.

Write clear and specific prompt instructions for each field. The more precisely you describe what to look for, the more reliably the agent will capture the right data.

Key notes

• Memories are stored per user, per agent—different agents maintain separate memory stores.
• If a user provides conflicting information in a later conversation, the most recent value wins.
• Memories are only collected on the channels assigned to each configuration.
• You can edit or delete configurations at any time without affecting previously collected data.