Personal Assistant Agents — Memory and Context
How to set up an agent for personal use so it remembers your past conversations across calls — whom you spoke to, what you decided, and what was committed.
What “personal assistant” means in TriLuna
A personal assistant agent is one that belongs to a single owner (you) and remembers context across calls. It’s the right setup when:
- The agent is for your own use — not shared with teammates or callers from outside.
- You want it to recall what you discussed last time without you re-explaining.
- The agent is reachable on a TriLuna phone number (often a standby pool number, which can rotate).
Personal assistant agents differ from receptionist or front-desk agents in two ways:
- Owner-scoped memory. Memory is keyed to your TriLuna user account, not to the phone number you’re calling from. This means the agent remembers you whether you call from your mobile, your desk phone, or the TriLuna app.
- No transcript bloat. Past calls are stored as structured per-conversation summaries (date, key decisions, action items) rather than verbose full transcripts. This keeps the agent fast and focused on what matters.
How to configure
Step 1: Set the agent category
- Go to My Agents and open the agent you want as your personal assistant.
- Find the Agent Category selector.
- Choose Personal Assistant.
This single change enables several behaviors automatically:
- Owner-scoped memory is turned on.
- The init-hook webhook is configured so each call starts with your prior context.
- Verbose call transcripts are no longer added to the agent’s knowledge base.
Step 2: Verify the two memory sections appear
Once you set the category to Personal Assistant and reload the agent page, you’ll see two new sections:
High-Level Summary
An evergreen narrative about you — your name, recurring themes across calls, overall context. This is short and stable. The agent reads it at the start of every call.
You can edit this directly in the UI. Use it for facts you want the agent to always know (e.g., “the owner runs a recruiting business and prefers concise answers”).
Per-Conversation Summaries
A table with one row per past conversation, showing:
- Date — when the call happened.
- Caller — who called (you, in most cases).
- Summary — what the conversation was about.
- Key decisions and action items — surfaced when you click a row.
This is what lets the agent answer questions like “what did we discuss on April 14th?” without loading full transcripts. Summaries are generated automatically after each call.
Step 3: Make a call and verify recall
- Call the agent.
- Mention something distinctive (e.g., “remember that I’m preparing a pitch for Web Summit”).
- End the call.
- Wait 2–3 minutes for the post-call pipeline to generate the summary.
- Refresh the agent page — the new conversation should appear in Per-Conversation Summaries.
- Call again. The agent should now recall the prior call without you re-explaining.
What lives where
| Section | What it contains | When it’s read | When it’s written |
|---|---|---|---|
| High-Level Summary | Evergreen narrative about you | Start of every call | Updated after each call from new context |
| Per-Conversation Summaries | One row per past call (date, summary, decisions, actions) | Start of every call (compact form) | Generated automatically 2–3 min after each call |
| Knowledge Base Documents | Reference material you upload (manuals, scripts, FAQs) | When the agent searches for it | Only when you upload it manually |
Older personal agents may have full call transcripts (named
call_conv_*) in their Knowledge Base. These bloat the agent's context window with raw dialogue and slow responses. For personal assistant agents, the structured summaries replace them — same recall ability, far less noise. Existing transcript documents in your KB can be safely deleted from the Knowledge Base section.
Common questions
Does my phone number need to be registered?
No. Owner identity is established by your TriLuna account, not your caller ID. You can call from any phone — including a number TriLuna has never seen — and the agent will recognize you. (This is the main difference from receptionist agents, which match callers by phone.)
Can I share a personal assistant agent?
Personal assistant agents are designed for a single owner. If you need a shared agent for a team (e.g., a receptionist), use the Receptionist category instead.
Can I edit the High-Level Summary directly?
Yes. Click Edit in the High-Level Summary section. Be careful — what you write goes verbatim into the agent’s system prompt at every call.
What if a summary is wrong?
Per-conversation summaries are AI-generated and occasionally miss details. You can’t edit them directly today, but you can:
- Override by adding the corrected fact to your High-Level Summary.
- Tell the agent during a call (“for the record, the meeting was Tuesday, not Wednesday”) — the next summary will reflect the correction.
Does this work for calls from the TriLuna mobile app?
Yes. App calls, web widget calls, and PSTN dial-ins all carry the owner identity correctly.