Memory

Memory gives your Flows and Agents the ability to remember important details from past conversations. Instead of starting fresh every time someone interacts with a Flow, the AI can recall relevant context - like a user's name, preferences, or previous decisions - and use it to provide more personalized, helpful responses.

Memory is available when the Flow or Agent has a Knowledgebase attached.

How memory works

During a conversation, the agent saves information worth remembering - when the user asks it to remember something, or shares a notable preference or fact about themselves. This could be things like:

• A user's name or role
• A preference they mentioned ("I prefer short summaries")
• A decision that was made ("We decided to go with Option B")
• Important context about a project or request

Each piece of stored information is called a memory. Every memory has an importance score from 1 to 10 so the AI can prioritize the most relevant details when responding. Memories belong to the person they are about, so one user's memories are never recalled in another user's conversation.

Viewing your memories

1. Click Knowledgebase in the left sidebar.
2. Open the Memories tab.
3. Choose a view:
   • Mine - Memories agents have saved about you, plus any you added yourself.
   • End users - Memories agents have saved about your end users. This view is read-only.
4. Each entry shows:
   • The content - What was remembered.
   • Where it came from - Saved by an agent, added by you, or imported.
   • The associated conversation - A link to the conversation the memory came from, when there is one.

Use the search bar to find memories by their text, or switch on semantic search to find them by meaning instead.

Memory in action

When a user interacts with one of your Flows, the AI automatically looks for relevant memories before generating its response. Pinned memories are always included. The rest are recalled when they are relevant, weighing how closely they match, how important they are, and how recent they are. The agent can also search its memories on purpose when the user refers to something they said before.

For example, if a returning user previously told your support Flow their account type, it can reference that detail in future conversations without asking again.

Managing memories

From the Memories tab you can:

• Review stored memories to see what your Flows are remembering.
• Add a memory yourself with New memory, giving it an optional title, the memory text, and an importance score.
• Edit a memory that is incomplete or out of date.
• Pin a memory so it is always included in conversations.
• Archive a memory that is irrelevant, outdated, or incorrect. Archived memories are no longer used in conversations, but the record is kept, and you can restore it at any time. Turn on Archived to see them.

It is a good idea to review your memories occasionally to make sure the stored information is still accurate and useful.

Privacy

Memories are scoped to your organization. They are not shared across different organizations on FormWise. Only members of your organization can view stored memories.

Next steps

With knowledge sources, synced sources, and memory all set up, your Knowledgebases are ready to power smarter Flows. Head back to the Knowledgebases overview to review everything, or start building a Flow that puts your Knowledgebases to work.