User Memory [πŸ“²π™‹π™§π™€π™™π™ͺπ™˜π™©]

Added by Justin Sheehan Justin S.
Column
Review
Assigned to
Troy Pastoral Troy P.
Notes

A personalized memory layer that helps Ambassador Way AI understand each user’s preferences, role, goals, and recurring context.

  • Remembers useful preferences and working patterns.
  • Improves continuity across conversations.
  • Helps personalize responses without users repeating context.
  • Needs clear controls for visibility, editing, and deletion.
Troy Pastoral
Troy Pastoral AI Whisperer

Non-Technical QA Checklist β€” Chat Memory (PR #64)


Test as a regular user in the preview. Check each box as you go.


1. Opt-in is off by default

  • Sign in as a fresh/existing user, go to Profile β†’ Preferences.
  • Confirm the Memory section is visible with a toggle that is OFF.
  • Start a new chat and say: "Remember I'm the COO of Acme."
  • Open a new chat and ask: "What's my role?" β†’ Daryle should NOT know. βœ… Expected.


2. Turning memory ON

  • Go back to Profile β†’ Preferences and switch Memory ON.
  • Start a new chat and say: "I'm the COO of Acme Corp. My main goal this quarter is hiring a VP of Sales. I prefer concise, bulleted responses."
  • Wait ~10 seconds after Daryle replies (extraction runs in background).
  • Refresh Profile β†’ Preferences. Confirm new rows appear under:
    • Role: COO of Acme Corp
    • Goal: Hire a VP of Sales
    • Preference: Concise, bulleted responses


3. Memory carries across chats

  • Open a brand new chat.
  • Ask: "What's my role and current priority?"
  • Daryle should reference COO / hiring VP of Sales without being re-told. βœ…


4. Chit-chat is NOT remembered

  • New chat. Say: "Hey, how's your day?" then "What's the weather like?"
  • Wait 10s, refresh Preferences. No new rows should be added. βœ…


5. Editing memory rows

  • In Preferences, click a memory row and edit the text. Save.
  • Start a new chat and ask about that fact β†’ Daryle uses the edited version.


6. Deleting a single row

  • Delete one row via the trash icon.
  • Confirm it disappears immediately.
  • Ask Daryle about that fact in a new chat β†’ it should no longer know.


7. Delete all

  • Click Delete all β†’ confirm the warning dialog.
  • All rows clear.
  • New chat β†’ Daryle has no memory of prior facts.


8. Turning memory OFF again

  • Toggle Memory OFF.
  • Start a new chat and share a durable fact.
  • Wait, refresh Preferences β†’ no new rows saved. βœ…


9. Limits (sanity)

  • With memory ON, verify the section shows at most ~50 rows even after many chats.
  • Very long facts get truncated (~300 chars) without breaking layout.


10. Nothing else broke

  • Web search still works with memory ON (toggle web, ask a current-events question).
  • Chat streaming is not visibly slower than before.
  • Sidebar chat list still renders correctly.



Pass criteria: All boxes checked. If any fail, note the chat URL + step number and share back.