Memory

Memory is structured, persistent data the agent can use across tasks. It is useful when the agent needs facts that should survive beyond a single conversation.

What memory is for

• Customer context: Accounts, preferences, notes, or prior decisions.
• Operational records: Status tables, queues, classifications, and review history.
• Reference data: Lists, mappings, IDs, and other structured facts the agent should reuse.

When to use memory

Use memory for data that should be queried, filtered, edited, or reused. Use playbooks for written guidance and instructions for global behavior.

Best practices

• Keep schemas simple enough for humans to inspect.
• Use stable primary keys and descriptive column names.
• Store facts, not long prose, unless the table is explicitly for notes.
• Review edits before saving when changing production-like data.
• Keep sensitive values in Secrets instead of memory tables.