Managing agent memory

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Manage your agent memory by viewing stored information, enabling or disabling memory, editing memory items, and deleting information you no longer want retained.

The Agent memory pop-up displays active memory items.

Before you begin

Verify that the agent builder or administrator has set the memory_enabled parameter to true for the agent. If this parameter is not set to true, the agent will not save any memory even if you enable it in the chat interface.

Accessing agent memory

To access your agent memory:

  1. In the Orchestrate Chat, click Agent memory (Preview).
  2. The Agent memory pop-up opens, displaying your memory settings and active memories.

Enabling or disabling agent memory

Control whether the agent uses memory in your conversations. When you enable memory, the agent can store and recall information from your interactions. When you disable memory, the agent operates without using stored information.

Important: Disabling memory does not delete previously stored information. It only prevents the agent from using existing memory and storing new information. Your stored memory becomes available again if you re-enable memory.

To enable or disable agent memory:

  1. Locate the Use memories in conversations toggle.
  2. Set the toggle to:
    • On: Enable memory to allow the agent to save and use memories when responding
    • Off: Disable memory to prevent the agent from using or storing information
  3. The change takes effect immediately for all future conversations.

Default setting: Memory is disabled by default in the chat interface. You must explicitly enable it to start using agent memory.

Enabling agent memory in embedded chat

To enable the Agent memory in embedded chat, set the showAgentMemory parameter to true in your embed configuration. For more information about embedding chat and configuration options, see Embedding the agent with web applications.

Viewing active memory

Review all information that the agent has stored about you. The Active memories section displays individual memory items with their content.

To view your active memory:

  1. Scroll through the Active memories section to view active memory items.
  2. Each memory item displays the information the agent has stored.
  3. If no memories are saved, you'll see a message: "No saved memories - The agent uses conversation memories to personalize answers over time."

Searching memory

Find specific information in your active memory by using the search function.

To search your memory:

  1. Click Seach memories icon.
  2. Enter keywords to search for specific memory items in the Seach field.

The search function performs case-insensitive matching across all active memory content.

Editing memory

Update stored memory information to keep it current and accurate by telling the agent to update specific information in your conversation.

Tell the agent to update specific information:

Update my base location to Kochi

Change my role to Solution Architect

The agent recognizes these instructions and updates your memory accordingly, typically responding with a confirmation such as "Noted, I'll remember that."

Deleting memory

Remove information from agent memory when it's no longer relevant or accurate. You can delete individual memory items, clear all memory at once, or ask the agent to forget specific information.

Deleting individual memory items

To delete a specific memory item:

  1. In the Active memories section, locate the memory item you want to delete.
  2. Click the Options next to the memory item and click Delete
  3. Confirm the deletion when prompted.

The memory item is permanently removed and cannot be recovered.

Deleting all memory

To clear all active memory:

  1. In the Active memories section, click Delete All.
  2. Confirm that you want to delete all memory items.

Deleting memory through conversation

You can also ask the agent to forget specific information:

Forget my previous role as Customer Success Manager

The agent recognizes these instructions and removes the specified information from memory, typically responding with a confirmation such as "Sure, I'll forget that."

Troubleshooting

Memory is not being saved

If the agent is not saving memory even though you have enabled it in the chat interface:

  • Verify that the agent builder or administrator has set the memory_enabled parameter to true for the agent
  • Confirm that the memory toggle is enabled in the Agent memory tab
  • Check that you're providing information that the agent considers worth remembering
Note: New memory might not immediately appear in the active memories, but the agent will remember your preference in subsequent conversations. The system processes and ranks the memory before it is saved.

Memory is not being used in conversations

If the agent is not using your saved memory:

  • Verify that memory is enabled in the chat interface using the Use memories in conversations toggle
  • Verify that the memory_enabled parameter is set to true for the agent
  • Check that the memory items are relevant to your current conversation
  • Note that memory chunks are continuously updated and reinforced based on usage

What to do next