Agent Memory & Context
An agent with no memory starts cold on every message. Give it three kinds of memory — the live conversation, a long-term recall of your records, and a shared memory across a team of agents — all grounded, scoped to what the user may see, and governed with retention you control.
Overview
Memory is what makes an agent coherent instead of forgetful. Working memory keeps the thread of the current task; long-term memory recalls what it learned from your data; shared memory lets a team of agents act from one version of the truth.
Every recall is grounded in your records and gated by the same field-level permissions as the rest of the platform — so an agent remembers what it should, surfaces where the answer came from, and forgets what your retention rules say it must.
Explore AI Intelligence Layer →- ✓ Working conversation memory
- ✓ Long-term vector memory of your data
- ✓ Shared memory across a team of agents
- ✓ Grounded recall with a cited source
- ✓ Permissioned to the user it serves
- ✓ Retention & forgetting rules you set
How agents remember
Conversation memory
Holds the thread of the current interaction, so customers and staff never have to repeat what they already said.
Long-term memory
A vector memory of your records the agent can recall across sessions, built on the same RAG layer as AI Knowledge.
Shared team memory
A common, governed memory so a supervisor and its specialist agents work from one source of truth.
Grounded recall
Recalls from your data and shows the source record, so every remembered fact can be checked, not guessed.
Permissioned recall
An agent recalls only what the person it is serving is allowed to see — the same privileges that govern your records.
Retention rules
Decide what is remembered, for how long, and what is purged — per object, per field, per team.
From this message to the whole account
Each tier has a different lifetime and a different scope — and all three stay governed.
Working memory
The live context of the current task — the messages so far, the records in play and the steps already taken. It keeps a long interaction coherent and is cleared when the task ends.
Long-term memory
A durable, vector-indexed memory of your data and past outcomes. The agent recalls the relevant slice on demand instead of relearning it, and cites the record it came from.
Shared memory
A governed memory many agents read and write, so a team stays consistent across a handoff instead of each agent starting from a blank page.
Live in four steps
Capture context
The interaction and the records it touches are captured as the task runs.
Store & index
Working and long-term memory are indexed for fast, grounded recall.
Recall relevant
The agent pulls only what matters to the task, inside the user’s permissions.
Ground the answer
It answers from memory, with the source — and the recall is logged.
How the agent works with Agent Memory
The Flow-Cognition Agent runs a real loop on your data — grounded in your records, governed and logged.
Sense
Reads the live conversation and the stored memory relevant to the task.
Decide
Decides what to recall, and what to write back, for the work at hand.
Act
Grounds the response in that memory — permissioned, cited and logged.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Memory stays inside the rules
Giving an agent memory should never widen what it can see. Every tier obeys the same controls as the rest of the platform.
Scoped to the user
Recall respects field-level privileges, so an agent never remembers a record on behalf of someone who could not open it.
Retention & purge
Set how long each kind of memory lives and when it is forgotten — honouring DPDP and your own data policies.
Logged & reviewable
What an agent recalled, and when, is written to the audit trail alongside every other action.
Where teams put it to work
Coherent support
Customers stop repeating themselves because the agent remembers the earlier tickets and conversation.
Long sales cycles
Recalls the full deal history across months and reps, so the next touch picks up where the last one left off.
Agent teams
A shared memory keeps a supervisor and its specialists consistent through every handoff.
Questions, answered
Three: working memory for the current task, long-term vector memory of your data, and shared memory across a team of agents.
Recall is grounded in your records and cites its source. If nothing relevant is stored, the agent says so rather than guessing.
Yes. An agent recalls only what the person it serves is allowed to see, using the same field-level privileges as your records.
Yes. You set what is remembered, for how long and what is purged — per object, field and team, in line with DPDP.
Several agents read and write one governed memory, so they stay consistent across a handoff instead of starting over.
Yes. What an agent recalled and when is written to the audit trail with the rest of its actions.
Give your agents a memory
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