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Memory is what makes your AI assistant truly personal. Unlike typical chatbots that forget everything after each conversation, Invent remembers every important detail about your customers forever. Memory Overview

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How Memory Works

Every time your assistant has a conversation, it automatically identifies and stores important information about the customer:
  • Names and preferences
  • Past purchases or inquiries
  • Specific requests or issues
  • Personal details they’ve shared
  • Conversation context and history
This information persists across all conversations, even when customers return days, weeks, or months later, and even through different channels.

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Why Memory Matters

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Personalized Experiences

When a customer messages your WhatsApp number for the first time in weeks, your assistant already knows:
  • Their name
  • What they bought last time
  • Any issues they had
  • Their preferences
No awkward “How can I help you?” when they’re following up on something specific.

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Consistent Across Channels

A customer chats on your website, then messages on Instagram a week later. Your assistant remembers everything from both conversations. The customer doesn’t need to repeat themselves.

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Building Relationships

Memory transforms routine interactions into relationship-building moments:
  • “Welcome back, Sarah! How did the yoga class go last Tuesday?”
  • “I remember you mentioned you prefer morning appointments.”
  • “Last time you asked about our premium plan, still interested?”

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What Gets Remembered

Your assistant automatically identifies and stores:
  • Contact information: Names, emails, phone numbers
  • Preferences: Favorite products, preferred times, communication style
  • History: Past purchases, previous issues, conversation summaries
  • Context: Ongoing projects, pending requests, follow-up items
You don’t need to configure anything. Memory works automatically.

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Viewing Customer Memory

In the Inbox, select any conversation and open the Contact Panel on the right. The Memories section lists everything your assistant remembers about this customer, organized by type (Facts, Preferences, Goals, Experiences). You can view and delete individual memories from here.

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Privacy and Control

Memory respects customer privacy:
  • Customers can request their data be deleted
  • You can clear memory for any contact
  • Sensitive information (like payment details) is handled securely
  • Memory only stores what’s relevant to customer service

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Memory in Action

Here’s a real example of memory working: First conversation (Monday):
Customer: “Hi, I’m looking for a yoga class for beginners”
Assistant: “Great! We have beginner classes Tuesday and Thursday at 6 PM. Would you like to book one?”
Customer: “Tuesday works. My name is Maria.”
Assistant: “Perfect, Maria! You’re booked for Tuesday at 6 PM.”
Second conversation (Following week):
Customer: “Hey”
Assistant: “Hi Maria! How was your first yoga class last Tuesday? Ready to book another session?”
The assistant remembered Maria’s name, that she’s a beginner, and when her class was, all without being asked.

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Best Practices

  1. Let it work automatically: Memory handles itself, no configuration needed
  2. Review occasionally: Check what your assistant remembers about key customers
  3. Trust the process: The more conversations, the smarter your assistant becomes
  4. Respect privacy: Delete memory when customers request it