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Personize Memory

Unified Customer Memory.
Built for AI agents.

Bring the details, documents, and relationships around each customer into a company-owned foundation your people and authorized agents can reuse.

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YOUR COMPANY'S MEMORY Company-owned
FORM 01Typed properties
FORM 02Evolving documents
FORM 03Connected graph
FORM 04Short memories

Connected across the business

Company
PeopleCompaniesContractsProjectsTasks

Illustrative model · Access depends on your organization’s rules

One customer, connected context

See the memory behind the relationship.

Follow Maya’s illustrative customer context across four forms of memory. Open the image to inspect the details, then see what each form does below.

Four complementary memories around Maya Chen: reusable typed properties extracted from conversations; evolving customer documents with section-level retrieval shared by agents; a graph linking people, company, contract, project and task; and concise short memories.
Four forms. One connected understanding. Illustrative customer model · Open image to inspect

Four complementary forms of memory. One connected understanding.

Four complementary forms

The right shape for what you need to remember.

Customer knowledge comes in different forms. Personize Memory brings them together, so detail can stay useful without treating every source as the same kind of data.

01

Typed properties

Turn useful details from conversations and other unstructured information into properties your systems can work with: priorities, preferences, roles, and current focus.

02

Evolving documents

Build AI-crafted customer documents that bring relevant context together over time. Retrieve the sections that fit a question or task instead of passing an entire file.

03

Connected graph

Link people to their companies, contracts, projects, and tasks so an agent can see how the work and relationship fit together.

04

Short memories

Keep concise observations that are useful in the next interaction, alongside the structured and document-level context.

Made to be reused

Less re-explaining.
More relevant next steps.

Compaction and retrieval help bring forward context that matters to a task, while keeping the underlying customer understanding available for future work.

Your organization owns this knowledge foundation and can make it available to its own agents through the APIs and MCP access configured for its use.

Explore private deployment

Give every customer relationship room to build on what came before.

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