
- profile data (company, segment, plan)
- user or account preferences
- relevant history for future interactions
- important notes about specific projects and cases
Why is it important?
- Real personalization: Tess responds taking into account the history (the memory), not just the current message.
- Less repetition: The user does not need to provide the same information at every interaction.
- Context for the team: Organized memories help both the AI and the human team maintain the same level of service, even when agents change.
- Work organization: you can organize your memories by team, by project, by client, or however you prefer, bringing versatility to the way you work with AI.
Setting Up and Managing Memories
- Open the Chat screen
- Locate the Memory Collections icon (atom) in the upper right corner
- Select an existing collection or create a new one, according to your needs
- Create memories and a collection
- Remember to activate the collection — a number will appear on the atom symbol and active collections will be highlighted in color
Setting Up Memories
In the Memories icon, you can:
- Activate or deactivate memory collections
- Create new collections segmented by use case
- Review, edit, or remove existing memories
Best Practices
- Clearly define what type of information can become a memory — and what should never be saved (for example, sensitive data, passwords, information that violates privacy or compliance policies).
- Use different collections for different contexts (one for support, another for sales, another for internal projects).
- Periodically review memories and collections to remove what is outdated or irrelevant, keeping only what truly helps with personalization and service quality.

