Unified Customer Memory

Capture, structure, and recall customer truth across every agent and workflow.

Personize turns scattered customer history into a persistent, governed memory layer so AI agents stay accurate, consistent, and useful across time and tools.

Highest accuracy extraction
Multi-source ingestion
Governed by your rules
Delivered via MCP and API
Production Ready

Enterprise-grade accuracy

AI memory fails when it is inconsistent, unstructured, or not grounded in record-level truth. Personize is designed to keep memory accurate across extraction, recall, and ongoing updates.

Memorization

Extract every insight that exists in your data—nothing skipped, nothing lost.

Recall

Surface the right memories at the right time for each task.

Governance

Built-in PII redaction, tiered data access, and full audit trails for compliance.

Record Consistency

Same customer = same facts, no matter how many memories exist.

Agent Consistency

Every agent sees the same truth, every time, across every task.

Deduplication

Same insight, one record — no matter how many sources mention it.

Dual Memory Architecture

Structured for workflows. Rich for personalization.

Most customer insights belong in structured fields that workflows can act on. The rest belongs in high-signal context that improves relevance.

Schema-Enforced

  • Schema-enforced attributes with types and allowed values
  • Queryable fields for segmentation and filtering
  • Predictable formats for workflow automation
deal_stage:Negotiation
sentiment:Declining
budget_range:$50k-$100k

Free-Form

  • Details that don't fit a schema
  • High-signal context that improves relevance
  • The human stuff AI usually forgets
Prefers morning calls due to evening commitments.
Concerned about Q2 timeline because of team bandwidth.
Champion, needs executive buy-in.
Evidence-Based

Memory Quality — Where We Stand

We combine an industry-standard benchmark with proprietary experiments to prove — not claim — that our memory works.

LoCoMo Benchmark

LoCoMo (Snap Research, ACL 2024) is the industry's most rigorous benchmark for long-term conversational memory. It tests whether a system can recall specific facts, connect information across separate conversations, understand temporal order, reason beyond what was explicitly said, and know when to say "I don't know" — the way a trusted colleague would over dozens of sessions.

Our overall accuracy is ~75% and improving. We already exceed human-level performance on open-ended inference. Comparable systems score 42–67%.

A detailed paper with final results will accompany our formal launch.

LoCoMo Overall Accuracy

Human Baseline
87.9%
Personize (ours)
~75%
Mem0
64–67%
LangMem
55–58%
OpenAI Memory
53%
Zep
42–66%
13 Experiments

What Only We Measure

Beyond LoCoMo — 13 controlled experiments with no industry equivalent.

95%

Fact Extraction

Across call notes, documents, chat, transcripts, and email.

87%

Combined Recall

Structured + unstructured memory working together.

Zero

Cross-Entity Leak

Client A's data never appears in Client B's context.

9 in 10

Governance Routing

Right rules applied to the right situation, every time.

30–70%

Token Savings

Progressive context reuse in multi-step workflows.

Zero false positives

Deduplication

Memory stays lean and accurate as data grows.

Memory Economics

See the difference structured, compressed, intelligently retrieved memory makes to your AI costs.

Traditional Approach

Every interaction re-processes full unstructured context—verbose, redundant, and expensive.

Full conversation history dumped into every prompt
No distinction between relevant and irrelevant context
Redundant information repeated across interactions

Costs scale linearly with every interaction

Personize Memory

Structured, compressed memories retrieved adaptively—only relevant context, in the right format, at the right depth.

Raw data distilled into structured, atomic facts
Governed retrieval delivers 4x higher context density than standard similarity matching
Context grows smarter, not larger, over time

Costs stay flat as knowledge deepens

Dramatically Lower Costs

with higher output quality—because less noise means better answers

AI-Powered Precision

Optimized recall, not just storage

1

Reflection-expanded recall

Personize expands a simple question into a complete, expert-level retrieval plan so agents do not miss what matters.

2

Guided usage

Return the relevant policies and best practices alongside memory so agents know how to apply context correctly.

3

Continuous quality

Monitor memory accuracy, detect drift, and tune extraction rules — before it impacts customers.

Universal Delivery

Delivered to any agent

MCP and API delivery so any AI tool or framework can use the same customer memory.

Any agent framework
Any model provider
MCP and REST API
No lock-in

Turn customer history into action

Capture insights once. Use them across every GTM workflow.

Generate new pipeline
Prevent churn
Activate expansion and referrals