Agent memory
Memory is what the agent knows about you and your business between chats. It lives under Memory.
Something said in passing applies until the end of that chat. Something said with "remember" works tomorrow and in the next conversation too.
How to store a rule
Say it plainly in the chat:
Remember: the marketplace commission is 14% below 100, 20% below 300, 42% above.
Remember: we do not do warranty exchanges or refunds.
Remember: always check for duplicates before adding a contact and warn me if you find one.
The agent saves it as a separate note and applies it from then on.
What is worth storing
- your legal entities, shops, warehouses and accounts;
- discount, commission and markup rules;
- what your reports are called and what goes into them;
- the tone of client communication and the email signature;
- what must never be done.
The sign a rule belongs in memory
You are explaining the same thing a second time. If a rule had to be repeated in a new chat, its place is memory, not the conversation.
Checking and correcting
Everything stored is visible under Memory, where you can edit the wording or delete a note. If the agent is relying on an outdated rule, fix the note rather than arguing in the chat.
Notes that go untouched for a long time are eventually cleaned up, so keep the important ones written down explicitly instead of relying on "we discussed this in spring".
What never reaches memory
In incognito mode nothing is stored — neither chat history nor memory. It is meant for a one-off sensitive question, not for accumulating working rules.