19.5 History for GPT Actions (Workflow AI Memory)

(Applies primarily to the advanced Workflow AI - GPT action, which might be a premium or Beta feature - Check availability).

Concept:

Standard workflow actions are typically stateless, meaning each action executes independently without knowledge of previous interactions in that specific workflow run. The "History" or "Memory" feature associated with advanced AI workflow actions allows the AI model to retain context from previous steps or interactions within the same workflow execution for the same contact.

Setup (Within the Workflow AI - GPT Action Settings):

• Look for a toggle or setting labeled Enable History or Memory. Turn it ON.
• Define Scope: Choose the scope of the memory – how broadly should the AI remember context?
  • Sub Account: Remembers context across all interactions with this contact in any workflow within the account (broadest memory).
  • Workflow: Remembers context only from previous AI steps *within this specific workflow*.
  • Execution: Remembers context only from previous AI steps *within this particular run* of the workflow for this contact (most common/useful).
  • Step: Remembers context only from the immediately preceding AI step.
  • Custom Key: Define a specific key to group conversations for memory context (advanced).

Use Case Example:

Building a multi-turn qualification sequence using the AI action within a workflow.

1. Step 1 (AI Action): Ask "What is your timeframe for buying a home?" (History Enabled, Scope: Execution).
2. Contact replies: "Probably 3-6 months."
3. Step 2 (AI Action - Later in Workflow): Ask "Based on your 3-6 month timeframe, what's your approximate budget?" The AI, using the execution history, "remembers" the previously stated timeframe and incorporates it into the next question naturally.

This feature allows for more sophisticated, conversational AI interactions within automated workflow sequences. Check availability and documentation for this specific advanced action if interested.