Documentation Index

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Agent Memory and Context Retention

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The chatbot uses agent memory to store and retrieve essential information, enabling personalized, efficient interactions.

Core Features

  • Agent Memory: Remembers key workflow fields (e.g., approver, workgroup, priority). Updates automatically with latest values.

  • Transaction History: Retains session-based history, accessible on demand. Cleared after logout or expiry.

  • Preference Cache: Stores user preferences (e.g., language, format) per session. Applies automatically and updates dynamically.

  • On-demand Retrieval: Provides stored transactions or preferences when requested, with clear messaging if none exist.

  • Context Retention: Maintains conversation context within a session, even after chat reset. Cleared at logout or timeout.

  • Security and Performance: Enforces access rules, protects sensitive data, and ensures efficient storage/retrieval.

A diagram of a chatbot

Description automatically generated

Figure: Enhancing Chatbot Interactions