Conversation Memory
このコンテンツはまだ日本語訳がありません。
Conversation Memory
Section titled “Conversation Memory”Conversation Memory lets your AI assistant remember durable facts about each verified customer — their name, preferences, recurring issues, purchases, and feedback — so future conversations feel personal instead of starting from scratch.
How extraction works
Section titled “How extraction works”When a conversation is resolved (closed by an agent or admin), Clienta.ai runs a durable background job that:
- Generates a short AI summary of the conversation.
- Extracts structured facts using a fast, low-cost language model.
- Stores the facts, linked to the verified contact.
Extraction is non-blocking — resolving a conversation is instant; the memory work happens asynchronously and never delays your agents.
What gets remembered
Section titled “What gets remembered”Each fact has a category and a short key:
| Category | Examples |
|---|---|
personal | Name, timezone |
preference | Preferred language, contact channel |
issue | Recurring problem (“billing via PromptPay”) |
purchase | Product or plan owned |
feedback | Stated likes / dislikes |
Sensitive data is filtered out — payment card numbers, government IDs, and similar patterns are discarded before anything is stored. Facts below a confidence threshold are also dropped.
How the AI uses memories
Section titled “How the AI uses memories”On a returning conversation with a verified customer, the AI is given a compact, read-only customer context block (capped to a small token budget). It references this data to personalize greetings and responses — for example, addressing the customer by name or recalling a prior issue.
Retention policy
Section titled “Retention policy”Memories expire automatically. Each organization sets a retention period (default 365 days) under Settings → AI Settings. A daily cleanup job hard-deletes any memory past its expiry.
- Re-extracted facts upsert by
(contact, category, key)— the newest value always wins. - Withdrawing consent immediately wipes all of that contact’s memories.
See Privacy & Compliance for export, erasure, and consent controls.