User Memory vs Actions (to Pabbly or Make)?

General
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Hi there! I’m new to Pickaxe but am very hopeful (and so close) to getting it to do what I need for a big client project. There are two routes I can go and I’d love some advice from @admin_mike or any other experts :).

BACKGROUND: I’m building a series of bots that will help our clients to define their personal brands. Each bot is trained to guide them through defining key elements such as their audience, an avatar, a problem they solve, their uniqueness, etc. The information that they finalize in each bot needs to be referenced and used in all their future interactions.

USER MEMORY: On the surface, this sounds like the perfect use case for user memory and let me just say that this feature is AH-MAY-ZING! However, I am having a lot of trouble getting Pickaxe to capture information verbatim into memory and to resurface that information to a user on demand. It seems to be written ok (I can see it on the admin side when I look at the user memory) but the bot I created for the user to show them all their captured information routinely fails to retrieve the information. It will say it doesn’t know something when it clearly does have it in memory.

ACTIONS TO PABBLY: So, that led me to think that maybe I just need a combination of user memory and an action that would write all the user’s information off to a Google Sheet or some other database. The goal is for our clients to have a repository of finalized answers to all our predefined fields that could be viewed by our staff easily and could be used in other ways (example might be a canva template integration to generate a pretty brand summary or to generate notifications to our staff when clients have completed certain milestones in our program).

I have gotten a pabbly integration working and the data is getting passed through. I have the following questions:

QUESTIONS:

  1. Is there a way to pass the user’s email address in an action? I need to be finding/updating a user specific record each time - I could ask the user for their email but it would honestly be cleaner and more reliable if I could just pass it as a system variable.
  2. How could I start every bot conversation by having it retrieve the user’s saved record from Google Sheets or wherever is a suitable database for that information?
  3. Am I possibly doing something wrong with user memory that it isn’t always able to respond with the values it has clearly saved? I know this is a beta feature so I get that there might just be kinks for now.

This product is BRILLIANT - and I have been testing at least 5 others trying to find one that does what this one is capable of. WELL DONE, Pickaxe!

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I would go straight to an Airtable using the Airtable Action.

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Thanks! That definitely a viable option – do you know if it can UPDATE a record as well as creating one? And can we pull airtable data back into Pickaxe chats? Many thanks for the reply :slight_smile:

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@smarterhq if you send data to Make then you can search for a record in airtable and have a router with two paths: one for creating a new record and one for updating an existing one.

At the end of the scenario you need a webhook response module that returns the information needed into the Pickaxe

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@smarterhq

  1. when you create an action you can add the email as a variable. Pickaxe will them request it from the user before triggering the action. Unfortunately we can’t retrieve it from the pickaxe environment yet
  2. You can retrieve it as soon as the chat starts with the first user turn. So you can for example add an ice breaker (e.g. generate branding guidelines) and create an action that retrieves the data when the user request branding guidelines
  3. the user memory is used by the LLM when it thinks it is needed. You will need to work on your prompt but unfortunately it’s not an exact science
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We definitely need to improve user memory retrieval! Something we’re working on.

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Thanks, Mike. Are there any limits on user memory that I need to watch out for? Or is there a best practice to help the pickaxe always call up memory? Thanks!

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There are a few limits. We are releasing an updated version of the feature in a week or two.

As far as retrieval, it is the USERS message that will trigger user memory. So memories will be retrieved based on what the end-user mentions in the conversation.

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