Skip to main content

Manage Memory and Context

Memory and conversation context help Siesta AI produce more relevant answers. Memory is a long-term knowledge base organized into collections and pages; conversation context is the current thread, selected agent, uploaded files, and recent messages.

Context​

Context comes from the current conversation, selected agent, uploaded files, data collections, tools, and previous messages. If you want the answer to use a specific source, name it directly.

Memory​

Memory contains Collections and nested Pages. Collections can be private or shared with a team or the organization. Pages can contain headings, lists, links, and code blocks. Agents can be linked to specific Memory sources.

Good Memory content includes company contacts, product terminology, internal processes, HR policies, sales playbooks, or support FAQs.

If the right system tools are enabled, an agent may help create Memory pages from approved sources. For example, it can read a website, use a prepared skill or instruction set, and draft a structured Memory page about your company, product, strategy, terminology, or process.

Treat agent-created Memory as a draft until a responsible person reviews it. Once approved, link the page or collection to the relevant agent so it can reuse the knowledge in future conversations.

Practical Guidance​

If the answer uses the wrong context, correct it directly. Say which source to use, which source to ignore, and what output you expect.

Use this simple rule when choosing a source: Data is for files and source collections; Memory is for maintained knowledge. Data is best for uploaded documents, synced records, exports, and source material that may be inspected or processed. Memory is best for curated policies, playbooks, FAQs, terminology, and internal pages that should stay useful over time.

You do not need to understand chunks, retrieval limits, sync internals, or indexing behavior for normal use. If an answer looks incomplete or uses the wrong source, name the expected Data collection or Memory page directly, then ask an admin to review processing or retrieval settings if the problem continues.

Examples:

  • Use the Sales Playbook Memory collection, not the uploaded CSV.
  • Answer only from the HR Policy page and cite the section names.
  • Ignore earlier brainstorming in this conversation and use the attached file as the source of truth.

Memory Recipes​

Create Knowledge An Agent Can Use​

  1. Open Memory.
  2. Choose or create a collection.
  3. Create a page with a clear title.
  4. Use headings and bullet points so the agent can retrieve the right section.
  5. Link the Memory collection or page to the relevant agent.
  6. Test with a question that should be answered only from that source.

Fix Wrong Context​

Use direct correction:

That answer used the wrong source.
Use only the Customer Support FAQ Memory collection.
Ignore the uploaded CSV and previous brainstorming.
Return the answer with section names from the source.

Keep Memory Useful​

Store durable knowledge in Memory: policies, playbooks, process steps, terminology, contacts, and FAQs. Do not use Memory for temporary notes that belong in a conversation, task, or uploaded file.