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Documentation Index

Fetch the complete documentation index at: https://ai-kb.automationanywhere.com/llms.txt

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Memory Settings

Controls whether the agent can learn and remember user preferences from conversations.
SettingDescription
Enable MemoryAllow this agent to learn and remember user preferences from conversations. Enabled by default.
When memory is disabled, no new memories will be created. However, existing approved memories will still be used in conversations.

Memory Stats

The Memory Settings panel displays a live summary of the agent’s memory state:
StatDescription
Total MemoriesTotal number of memory records stored for this agent.
ApprovedMemories that have been approved and are actively used in responses.
PendingMemories awaiting approval before being used.
UsersNumber of distinct users with stored memories for this agent.

Memory Management Panel

The Memory Management panel lets you view, approve, reject, and delete memory records. Use the All Users filter to scope the view to a specific user or view all at once.

Viewing Memories

TabDescription
ApprovedMemories that are active and injected into the agent’s context during conversations.
PendingMemories detected from conversations that are awaiting review before use.

Approving or Rejecting Memories

1

Go to the Pending tab

Navigate to the Memory tab and select Pending.
2

Review each memory suggestion

Check the memory content, the original message that triggered it, and the confidence score.
3

Approve or reject

Click Approve to activate the memory or Reject to archive it.

Filtering Memories

  • By User — Use the All Users dropdown to filter memories for a specific user.
  • By Status — Switch between the Approved and Pending tabs.

Deleting Memories

1

Go to the Approved tab

Navigate to the Memory tab and select Approved.
2

Find the memory

Locate the memory record you want to remove.
3

Delete

Click the Delete icon and confirm the deletion.

Privacy and Security

Data Storage

  • Memories are stored securely and linked to a specific user and agent.
  • Memories are isolated per user — users cannot see each other’s memories.

Access Control

  • Only users with agent access can view memories.
  • Users can only see their own memories.
  • Admins can view all memories for their agents.

Data Retention

  • Approved memories persist until manually deleted.
  • Rejected memories are archived.
  • Expired pending memories are automatically removed.

Best Practices

For Administrators

  • Review regularly — Check pending memories periodically to maintain quality.
  • Quality control — Reject low-quality or irrelevant memories.
  • User privacy — Ensure stored memories comply with your organization’s privacy policies.
  • Monitor usage — Track memory statistics to optimize agent behavior over time.

For Users

  • Be explicit — Clearly state preferences and important information so the agent can detect them.
  • Provide context — Share relevant background when starting new workflows.
  • Update memories — Inform the agent when preferences change.

Memory Quality Tips

  • Be specific — Vague memories are less useful than precise ones.
  • Stay relevant — Focus on information that will genuinely improve future interactions.
  • Remove outdated memories — Delete memories that no longer reflect current preferences or facts.

Troubleshooting

Possible causes:
  • Memory is disabled for the agent.
  • Messages are too short (under 10 characters) or too long (over 2,000 characters).
  • No memorable information was detected in the message.
  • The memory is a duplicate of an existing one.
Solutions:
  • Verify that memory is enabled in the Memory Settings panel.
  • Ensure messages contain clear preferences or facts.
  • Review existing memories to check for duplicates.
Possible causes:
  • High message volume generating many candidates.
  • Pending memories not being reviewed regularly.
Solutions:
  • Set up a regular review schedule for pending memories.
  • Reject low-confidence or irrelevant candidates to keep the queue manageable.
Possible causes:
  • Memories are still in pending status.
  • Memory was rejected.
  • Memory is not enabled for the agent.
Solutions:
  • Approve pending memories in the Memory Management panel.
  • Check memory status in the Memory tab.
  • Verify that Enable Memory is toggled on.