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What are Memories?

Memories let your agent remember caller-specific facts (e.g., name, preferences, past requests) across calls. Memories are stored and retrieved per Contact.
  • Saved automatically after calls (if enabled)
  • Retrieved during live calls to personalize responses (if enabled)
  • Visible in each Contact’s “Long-term Memories” section

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Requirements

  • Memories are linked to a specific Contact. The caller must:
    • Match an existing Contact, or
    • You enable “Automatic contact creation” in Contact Settings.
  • This feature is available on paid plans.

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Enable Memories (Agent Dashboard)

In the Agent dashboard, scroll down to “Memory Settings”:
  • Save conversation memories: When enabled, the agent will save new/updated memories after each call.
  • Use conversation memories: When enabled, the agent will retrieve relevant memories during a live call.
Contacts Memories Configuration
Memories are saved and retrieved per Contact. If no matching Contact exists, enable “Automatic contact creation” in Contact Settings so the caller is captured as a Contact.

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How it Works (under the hood)

  • Save (post-call): The call transcript is analyzed to extract caller-specific facts, and those are saved as long-term memories scoped to that Contact.
  • Use (during call): The agent retrieves relevant memories scoped to that Contact and uses them as internal context to improve responses. This information is not read aloud to the caller.

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View Memories in Contacts

Open “Contacts” → select a Contact → scroll to “Long-term Memories” to see the saved memories and when they were last updated.

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Tips

  • Turn on both:
    • Automatic Contact Creation (in Contact Settings)
    • Save conversation memories (in Memory Settings)
  • Keep using “Use conversation memories” for personalization and faster task completion.
  • You can revisit memories per Contact to curate and audit what the agent knows.