Skip to main content

Chat Context, Memories & Library

Overview​

Attive’s Context and Library areas are where you manage the reusable building blocks that power Chat and Automations—so answers stay grounded, consistent, and repeatable across your team.

Usage​

General usage​

  • Use Memories to store reusable knowledge your team wants the assistant to remember.
  • Use Prompts to standardize common questions and workflows.
  • Use Tags & Categories to keep everything discoverable and easy to reuse.

Managing workspace context​

  • Browse and search

    • Search across memories and prompts.
    • Filter by category and tags.

  • Curate and govern

    • Create new items when you find repeating needs.
    • Edit items as your strategy and definitions evolve.
    • Remove or reject items you don’t want used.

Using Library items in other features​

  • In Chat

    • Attach memories to a message when you want to be explicit.
    • Run prompts to kick off structured conversations.

  • In Agents

    • Agents can be configured with pre-selected memories, prompts, folders, and tools.

Examples​

  • Define key terms

    • “When we say ‘healthy pipeline’, we mean opportunities with next steps scheduled within 14 days.”

  • Standardize recurring asks

    • “Weekly pipeline review prompt: stage conversion, velocity, and outliers.”

Features​

FeatureWhat it does
MemoriesCentral place to create and manage reusable knowledge.
PromptsLibrary of reusable questions/workflows that can include attached memories.
Tags & CategoriesOrganizational layer that keeps knowledge discoverable and reusable.
Bulk actionsSupports organizing and updating multiple items efficiently.