Agent Memory and Context

Agent Memory and Context

The AI Agent builds understanding of your portfolio and preferences over time through its memory system.

How Memory Works

The Agent remembers:

• Conversation history — Previous questions and answers within the current session.
• Long-term memories — Important facts and preferences saved across sessions.
• Portfolio context — Your properties, tenants, leases, and financial data.

What Gets Remembered

The Agent may save long-term memories about:

• Your preferred communication style (formal vs friendly).
• Frequently referenced properties or tenants.
• Your typical workflows and preferences.
• Important dates or deadlines you have mentioned.

Viewing Memories

1. Open the AI Agent settings.
2. Click Memory.
3. View all stored memories.
4. Delete any memories you no longer want the Agent to retain.

Context Within Conversations

Within a single conversation, the Agent maintains full context. You can:

• Ask follow-up questions without repeating details.
• Reference "that property" or "the tenant I just mentioned."
• Build on previous answers with deeper questions.

Starting Fresh

To start a conversation without previous context, click New Chat. Long-term memories still apply, but the conversation history is reset.

Tip: If the Agent seems to be using outdated information, check the Memory section and delete any stale entries.