🧠 User Memory - (New Feature beta)

Hey @admin_mike would this allow the bot to remember things such as user name, company name, business type, products and so on? would this only work on studios where the users are login? will the memory will work withing different pickaxes? This is a great feature and if the memory works fine, this would offer a lot of new use cases.

2 Likes

I seem to be missing this feature on my LTD plan. Has it been moved or disabled?

admin_mike

Mar 20

Yes. If you are on an LTD, you are tied to the Gold plan. Gold members get 1 user memory currently, so LTDs get 1 user memory.

Awesome. How do I configure the 1 user memory that is included in the Gold LTD plan?

If you look at my previous screenshot you will see there is nothing in my interface that will allow me to configure the memory.

Please advise.

I am on the Pro Plan, and my options also look like this. I do not have the links in the video. Good stuff, I’m looking forward to setting up this feature!
-Ken

Hi @loyaltribe & @team_yamada,

User memory is now located under the User tab in your Studio, as shown below:

2 Likes

Great, thank you. Looks simple enough. Is there an updated video or tutorial about how to use this?

Edit to add:Your examples are super helpful thanks! Bummer to hit my limit, but I think I have the formatting correct. Thank you!
-Ken

Hello, I want to have the user insert their website URL into the chat box the first time they sign in. Can I save ethe URL as a User Memory? Are there any size limitations on the user’s website that would affect this?

Thanks!
Mark

I already have a website that people login to and my pickaxe is an embed on the homepage after they login.

How do I enable user memory in this situation? Do I have to invite them to a product and embed the product?

Thanks for the help!

1 Like

Depending on the software it is embedded into, this may be ready by the end of the month. Nathanial mentioned during a recent Q&A that softwares like Kajabi, Circle and a few others that this will be ready in July. Very exciting!

1 Like

I just want to be able to embed Pickaxe in WordPress and not have to deal with the Pickaxe website feature since I already have a website.

Startup 101: focus on your core competency and don’t tie it to something else others do better. (this is what I do)

3 Likes

Is this now foundin the buffer area for memory in the chatbot?

Hey Stephen, I found user memory but how do I disable or enable collection and recall of user memory on a specific pickaxe?

Also, what’s the typical amount of info one user memory can have?

My example would be somebody trying to craft a unique mechanism, so it might be like multiple paragraphs breaking that down.

Side Question: If I wanted user memory to collect testimonials in case studies, would it make sense to have multiple user memory prompts so that each of those are individual prompts, or would it be better to do something different?

Hi @zachansen ,
Currently, you can’t turn off user memories for only specific Pickaxes. However, you can control whether a particular user memory is actively being used or configure its collection settings in the Users tab under User Memory. If you have a user memory set up to collect something specific, like testimonials, it will only be activated in Pickaxes that actually prompt users for that information. Other Pickaxes that do not request testimonials will not trigger that user memory.

The amount of information a user memory can collect is flexible, it can be a single sentence, or a detailed list typically up to about a thousand words. User memory is designed to store data dynamically and adjust values as the user continues their chat session. The actual content and length will depend on how you structure your user memory prompt.

Regarding your last question, if you are collecting different types of testimonials or case studies, it may be helpful to create multiple user memories so each category is kept separate. If you are only collecting one type, you can use a single user memory and it will adapt based on different users and their experiences. If you later find that a single memory is not sufficient, you can always create additional user memories as needed.

1 Like

What is the proper way to “call up” or even to ignore user memories in a system prompt?
What do we call these memories?
Can you give an example?

My scenario is that I have a Suite of AI assistants. Each one specializes in a particular task or Area of knowledge. But I also have a folder of “generic AI” for users (ChatGPT, Gemini, Claude). And when users use the generic AI, it’s typically for personal rather than business use, so I dont want it to be so focused on the user memories from their business chats, and I dont want their chats about lawn care to show up in their sales conversations.

Hope this all makes sense!

1 Like

Hey @dougfresh a method I use is to encase each user memory my studio collects in “{{}}” curly braces when mentioning it within the system prompt.

I then add a reminder for the AI within the system prompt of how it should handle these dynamic fields in terms of recall, context, and output.

Here’s an example of such an excerpt from a system prompt that you can build on for your use case:

<system_prompt>
  <identity>
    You are a helpful, general-purpose AI assistant. You can answer questions, brainstorm ideas, and assist with a wide variety of tasks on any topic the user introduces.
  </identity>

  <task_rules>
    1.  Engage directly with the user's immediate request in the current conversation.
    2.  Do not use or reference any pre-existing knowledge, stored memories, or context about the user from past conversations in other assistants.
    3.  Treat each new chat as a fresh start, focusing only on the information provided in the current session.
    4.  Maintain a neutral, helpful, and friendly tone.
  </task_rules>
</system_prompt>
2 Likes

Great advice from Ned! Thank you for sharing your approach and the example system prompt.
In case it is useful to anyone in this thread, here are some additional resources about user memory that might be helpful:

4 Likes

Thank you! Got it and will design for this :fire:

This is amazing! Quick Q: this is only happening at the studio level correct? So the memories for a user in one studio won’t be available for Pickaxes in another studio.

Correct. Memories carry over to the various Pickaxes within a studio, but not to other studios.

3 Likes