01
Open the Memory tab
Select the virt, choose AI, and open Memory. Confirm the environment toggle so you edit the right workspace.
Memory and context
Memory settings decide how much of the previous dialog a virt reuses in each response and whether new turns are written to history. Tune them to balance cost, privacy, and quality.
Preconditions
- Agreement with legal on retention limits
- A test virt where you can replay dialogs
- Metrics that define when the virt should escalate to a human
Steps
02
Pick a context window
Set a short window (up to 20 messages) for FAQ flows, a medium window (30-50) for consults, or a long window when you troubleshoot complex issues. Remember that longer context increases spend and latency.
03
Configure context window and write mode
Use Last messages to cap how much recent context is retained per thread and keep spend predictable. If needed, enable read-only behavior so the virt can use existing memory but does not write new history during sensitive flows.
04
Test the new window
Send two or three linked questions in the preview channel and confirm the virt references earlier answers correctly. If context gets lost, either expand the window or update the instruction to restate key facts.
WARNING
Keep only the context you need. If policy requires minimizing personal data, reduce Last messages and enable read-only mode in sensitive flows.
Practical Example
Example
Practical Example
A fintech support virt keeps a 40-message window and enables read-only mode for sensitive flows. This preserves continuity while preventing unnecessary data from being written to history.