# Account memory keeper

Reads an account's recent conversations and saves the durable facts (preferences, processes, risks) to the account's memory, each with the quote it came from.

Category: Customer success. For: Customer success, Sales.

## What it's for

What the team learns about a customer is remembered, with evidence, for every person and agent.

Suited to:

- Customer success teams
- Accounts with several people talking to them

## What you get

- Memory facts on the account, each citing the conversation it came from

## When it runs

- When you run it
- When a conversation lands on the account

## What it uses

- Your Closefinch records

When you run it yourself, you choose (an event fills these in):

- Account

## Its steps

1. Recent conversations
2. Find durable facts (the model works this out)
3. Save to memory

## Approvals

Saves facts inside the platform; nothing leaves it.

## Checked before release

The template's eval suite must pass these:

- Saves quoted facts as memory
- Drops facts whose quote isn't in the conversation

## Questions

**Can it save something wrong?**

Each fact needs an exact quote from the conversation; anything it can't quote is dropped. You can retract a fact on the account.

Use this template: https://app.closefinch.com/app/agents/templates/account-memory-keeper (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).