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Docs/Features/Contact Memory

Contact Memory

Per-contact "AI memory" that summarises every interaction into a structured profile (industry, communication tone, pain points, buying signals, preferences). The AI Employees read this profile before drafting any reply.

![Contact Memory](/docs-img/contact-memory.png)

What It Does

  • Auto-generates a structured AI profile per contact.
  • Stores free-form memory notes you (or the AI) add over time.
  • Refreshes the profile from accumulated activity on demand.
  • Powers the "context" panel on the contact detail page.

    • When to Use

    Always-on. Anvil maintains the profile whether you look at it or not. You'll find yourself opening it before any high-stakes call.

    Memory Notes vs AI Profile

  • Memory notes: are atomic facts ("prefers WhatsApp over email", "decision-maker is the CFO, Maria"). Sourced from human input or extracted from messages.
  • AI Profile: is a summary computed from the notes + the contact's activity. Refreshes nightly or on-demand.

    • Refreshing the Profile

    curl -X POST https://api.anvilhk.com/api/v1/contacts/$CONTACT_ID/profile/refresh \
  -H "Authorization: Bearer $ANVIL_KEY" \
  -H "X-Tenant-ID: $TENANT"

    Costs 1 AI credit per refresh.

    API Endpoints

  • `GET /api/v1/contacts/:id/memory` — list notes.
  • `POST /api/v1/contacts/:id/memory` — add a note.
  • `DELETE /api/v1/contacts/:id/memory/:noteId` — remove a note.
  • `GET /api/v1/contacts/:id/profile` — get the structured AI profile.
  • `POST /api/v1/contacts/:id/profile/refresh` — recompute.

    • Pricing & Limits

    PlanMemory notes / contactAI profile refreshes / contact / month
    Starter505
    Pro500unlimited
    Enterpriseunlimitedunlimited

    Gotchas

  • Notes are NOT translated. If your AI Employee is replying in Japanese but your notes are in Chinese, the model still works but you'll see lower-quality drafts.
  • The AI profile is a summary, not source-of-truth. Always cross-check important facts (titles, addresses) against verified sources.
  • Erased contacts (GDPR Art. 17) wipe both notes and profile. There's no recovery.
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