Agent Memory allows agents to collect, store, and share user facts across different conversations and agents within your application. This creates a more personalized experience where agents can remember user preferences, information, and context from previous interactions.

Important Note: Agent Memory is currently in BETA and is subject to change. Fact collection guidance is experimental, and effectiveness may vary.

Step 1: Enable Beta Features

  1. Navigate to the Beta section in the left sidebar of your Agent Management Studio dashboard.
  2. Locate Agent Memory in the list of available beta features.
  3. Toggle the switch to ON to enable Agent Memory for your application.
  4. Click Save on the top right corner.

Step 2: Configure Global Agent Memory Settings

This step configures Agent Memory and fact collection across all agents. This section is only available when the Agent Memory beta feature is enabled.
  1. Go to Agents > Global Agent Configuration in your dashboard.
  2. Find the switch labeled Enable Fact Collection Globally.
  3. Toggle this switch to ON.
  4. Add Global Policy Guidance to set boundaries for fact collection. This ensures consistent data handling across all agents.
Example Guidance: Never collect personal addresses, age, or bank information.

Step 3: Enable Memory for Individual Agents

This step configures memory for a specific agent and determines how it handles shared memory.
  1. Navigate to your Agents list.
  2. Select the agent you want to enable memory for (or create a new test agent).
  3. A new Memory tab will appear at the top of the agent configuration.
  4. Click the Memory tab.
  5. Configure the memory settings with the following options:

Memory Configuration Options

  • Contribute to Shared Memory (Fact Collection)
    • Toggle ON to allow this agent to collect and store user facts.
    • Facts are stored in a shared pool accessible by other memory-enabled agents.
  • Read Shared Memory
    • Toggle ON to allow this agent to access previously collected user facts.
    • This enables more personalized responses across agents.

Agent-Specific Fact Collection Guidance

  • Example: “Focus on collecting career-related information.”
  • Example: “Record user’s food preferences when mentioned.”

Monitor and Manage User Facts

  1. Navigate to Humans > All Humans.
  2. Select a user who has interacted with memory-enabled agents.
  3. Click on the Agent Memory tab to view collected facts.

Available Actions

  • View all facts collected about the user.
  • Edit individual facts if corrections are needed.
  • Delete specific facts that are no longer relevant.
  • Export all facts for data portability (GDPR compliance).
  • Delete all facts to completely clear a user’s memory profile.
  • Disable fact collection for individual users using the toggle switch.

Important Notes

Privacy and Compliance

  • All users currently have fact collection automatically enabled when Agent Memory is turned on.
  • Admins can opt individual users out.
  • User opt-in/opt-out functionality is planned for future releases.
  • The Agent Memory tab remains visible on user profiles (even if disabled) for compliance purposes.

Memory Persistence

  • Facts are shared across all memory-enabled agents per user (not across different users).
  • If you disable Agent Memory, previously collected facts remain accessible for compliance.
  • The Memory tab disappears from agent configurations when memory is disabled globally but remains on user profiles.

Troubleshooting

Memory tab missing from agents
  • Ensure the Beta feature is enabled.
  • Check that the Global Agent Config switch is turned on.
Facts are not being collected
  • Verify both Beta and Global switches are enabled.
  • Ensure the agent has Contribute to Shared Memory enabled.
  • Look for the lightbulb indicator during conversations.
Facts not shared between agents
  • Ensure both agents have memory enabled.
  • Check that the receiving agent has Read Shared Memory enabled.