Memory, consent and identity
Choose what an assistant remembers and keep history, recording and optional voice matching separate.
Open Advanced → Recognition & memory. Choose call-only context or persistent facts with visitor consent.
Configure persistent facts
Enable persistent memory, choose assistant or organisation scope, set retention and select allowed fact types. Default persistent retention is 30 days; the range is 1–365 days.
Visitors opt in through available channel controls. Browser and verified-account history have separate identities and are not automatically merged. Without persistent consent, context lasts only for the current call.
Memory retrieves permitted facts such as a stated preference. It is separate from Knowledge and cannot establish evidence for validated-document answers.
Distinguish consent choices
| Choice | What it permits |
|---|---|
| Microphone permission | Audio capture for the current conversation. |
| Recording and analysis consent | Configured artifacts and follow-up analysis. |
| Remember me | Persistent facts within the allowed scope and retention. |
| Voice enrollment and comparison | Optional matching against the signed-in account's own enrolled voice profile. |
Consent to one purpose does not grant the others. Configure artifacts and retention separately.
Optional voice recognition
Voice recognition defaults off. Where enabled for supported dashboard or homepage browser calls, an email-verified user separately consents to enrollment and comparison. It compares that user's profile; it does not identify anonymous callers or authenticate someone by voice.
Phone, WhatsApp, SDK and simulation calls do not enroll or compare profiles. Caller ID and a spoken name are also not identity verification. Use an appropriate verification workflow for sensitive account actions.
Forgetting history
Forget my history revokes the selected identity's consent and removes its organisation facts. A voice request also clears prior context in that call. Delete my voice profile is separate.
Test remembered facts, declined consent, expiry and forgetting. A missing fact may reflect changed consent or retrieval rather than a new visitor.