Skip to content

What your agents remember

How memory works in your own chats and for returning visitors, and where you choose how far it reaches.

Last updated

Agents can draw on earlier conversations, so a returning customer doesn't have to repeat themselves and your own chats can build on past work. You choose how far that memory reaches: for your own chats in Chat settings, and for visitors in each deployment's Visitor memory.

In your own chats#

In AI Chat and agent test chats, open Chat settings below the message box and select Memory ("Use memory from"):

OptionWhat it can draw on
This chatThis conversation only
Your chats (default)Your own chats
Workspace chatsEveryone's chats in this workspace

Visitor conversations from your deployments are never part of this memory, even with Workspace chats. The line under the message box shows your choice, such as Memory: Your chats, and it's remembered in this browser for all your chats.

For visitors#

  1. Open Deployments and select the deployment.
  2. On the Chat widget tab, under Features, choose Visitor memory ("What the agent remembers about a returning visitor."):
OptionWhat the agent remembers
This conversation onlyNothing from the visitor's earlier conversations
This agent (default)The visitor's earlier conversations with this agent, on any of your deployments
All of your agentsThe visitor's earlier conversations with any of your agents
  1. Select Save changes.

help.ai applies this setting on its own servers, so the widget on your website can't change it. Deployments without a Chat widget tab, such as API deployments, use This agent.

Who counts as the same visitor#

A visitor is recognized by their browser, so the same person on another browser or device starts fresh. When you verify signed-in users (opens another site), their conversations and what the agent remembers follow them across devices, and the next person on a shared browser sees neither.

What you can't do#

You can't browse or edit what an agent has remembered in the dashboard. To limit memory, choose a narrower option above.

Choose This conversation only when visitors often share a device, or when conversations touch on personal matters. To tell the agent who the visitor is and which page they're on, without relying on memory, pass those details from your site.

Was this helpful?

Still need help?

Ask the community