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Memory

Open a Member's profile and select Memory to review saved facts about that Member. Use this when a fact is outdated or a preference needs correcting.

Add a memory​

  1. Select Add Memory.
  2. Enter a Key using lowercase letters, numbers, and hyphens, such as food-allergy.
  3. Enter a short Description of the fact. Add Detail if it needs more context.
  4. Set Priority from 0 to 100 if the fact should take precedence over other memories. Higher priorities are loaded first.
  5. Select Create and check the new entry in the list.

For example, add key food-allergy, description Peanut allergy, and detail Avoid peanuts when suggesting meals. Memory stores free-form context for the Agent; use a DataType for a structured CRM field such as preferred language.

Correct or remove a memory​

Select the entry's Edit memory button to change its description, detail, or priority, then select Update. The key cannot be changed while editing.

Select Show detail to read longer notes. Use Delete memory to remove an entry that should no longer be used; this control deletes it without a confirmation dialog.

See Members for the rest of the Member profile.