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Introduction
  1. 1Getting Started
  2. 2Your Agent
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    • How memory works
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    • Performance and cost controls
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    • Compliance and guardrails
    • Improve response quality
  3. 3Knowledge & Sources
  4. 4Agent actions & Tools
  5. 5Agent Tasks
  6. 6WorkflowsBeta
  7. 7Channels
  8. 8Customers & Conversations
  9. 9Run Your Team
  10. 10Developer Tools
Developer reference →Showcase →
Guides2. Your AgentHow memory works
Chapter 2 · Your Agent

How memory works

Short-term, long-term, and persistent memory — what your agent remembers and for how long.

5 min read

Memory is what your agent remembers between messages, between conversations, and across channels. Getting it right is the difference between an agent that feels alive and one that feels like a goldfish.

Three levels of memory

1. Within a single conversation

Always on. Inside one back-and-forth, the agent remembers everything the customer has said. This is the context window — controlled by the model, not by you.

2. Across conversations with the same customer

Configurable under Settings → Memory. When on, the agent recognises a returning customer (by phone, email, or session ID) and brings forward what it learned about them last time.

  • Their preferences — language, tone, frequently asked topics
  • Their history — past purchases, past tickets, previously stated facts
  • Their identity — name, email, account number once collected
Tip
Cross-conversation memory is the single biggest "this feels human" upgrade you can give your agent. Turn it on for sales and support. Leave it off for fully anonymous, transactional bots.

3. Long-term knowledge (sources)

Things that are true about your business, not about a specific customer. These live in Sources — see the Sources overview.

Memory settings

  • Memory type — how memories are stored. Most teams use the default.
  • Context window size — how many tokens of past conversation the agent considers. Larger = more context, slightly more expensive per message.
  • State persistence — whether interrupted conversations resume where they left off.

How customer identity is matched

Memory only works if Chatzuri can recognise that two messages came from the same person. Identity is matched by, in order:

  1. Authenticated user ID (if you pass one in the embed)
  2. Phone number (WhatsApp, SMS, voice channels)
  3. Email address (Email channel, lead form)
  4. Session ID stored in the browser (Website widget)

A customer who messages from WhatsApp and then visits the website widget anonymously will be treated as two different people until you collect a shared identifier (an email, for example).

Heads up
Don't ask for identity too early. Let the conversation start, then capture an email or phone number naturally as context warrants — ideally via a built-in Agent Action.
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Chatzuri

AI-powered agents are transforming customer interactions by providing instant, intelligent responses around the clock. They help businesses reduce operational costs, improve response times, and scale support without compromising quality. These agents understand natural language, learn from conversations, and integrate with existing systems to offer personalized experiences that enhance customer satisfaction and loyalty.

Chatzuri

AI-powered agents are transforming customer interactions by providing instant, intelligent responses around the clock. They help businesses reduce operational costs, improve response times, and scale support without compromising quality. These agents understand natural language, learn from conversations, and integrate with existing systems to offer personalized experiences that enhance customer satisfaction and loyalty.

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