How memories work
- A memory has a short
name(up to 200 characters) and atext(up to 5,000 characters). - Each memory is tied to a contact and the contact’s phone number in your account.
- Before a conversation, the agent loads the contact’s current memories: memories for that contact, memories for the same phone number in the same agent, and, unless the agent turns off account-wide memories, memories for the same phone number from any agent in the account.
- Memories are versioned. Updating a memory creates a new version and marks the previous one
OUTDATED. Deleting marks itDELETED. OnlyACTUALmemories are used in conversations.
Memory object
string
Memory ID.
string
Short label, for example
Communication preference.string
The remembered fact.
string
ACTUAL, OUTDATED, or DELETED.string
Contact phone number (digits only).
string
Contact ID, when the memory is linked to a contact.
string
Agent ID where the memory was created. Also returned as
agentId.string
The version this memory replaced, if any.
string
ISO 8601 timestamp.
string
ISO 8601 timestamp.
Endpoints
The phone-number routes are convenient when your system knows the phone number but not the Callers contact ID. Pass the number as digits with an optional leading
+ (URL-encode the + as %2B). Adding a memory by phone number requires the contact to already exist in that agent.
Seed memories before the first call
Add what your CRM already knows so the agent doesn’t ask again.Read memories
status to get every version, including outdated and deleted ones.
Update a memory
PATCH /memories/{memoryId} with a new text. The response is the new version, with a new id and previousMemoryId pointing at the old one. Use the new ID for later updates.
409 Memory was modified concurrently. Re-read the contact’s memories and apply your change to the current version.
Delete memories
DELETED and are never used again in conversations.
Agent settings that affect memory
You can control memory per agent in the dashboard or through the agent fields inPOST/PUT /agents:
Best practices
- Keep each memory to one fact with a clear
name. The agent reads them as context, so short, specific facts work best. - Don’t store secrets or payment data in memories.
- Mirror memories into your CRM by reading them after
CALL_FINISHEDwebhooks, if your team needs them outside Callers.
Related
Contact memory in the dashboard
How agents use memory and how to review it per contact.
Manage contacts
Add and update the contacts memories belong to.