- who they are and where things stand;
- what they want;
- their concerns;
- the agreed next step;
- facts they told you (budget, timeline, preferences).

Turn it on
1
Open AI Texting
In the dialer or the main menu, open AI Texting and find AI Memory.
2
Switch it on
Read what it does and the price, tick I understand, and click Turn on.

Get the most out of it
- Turn on Memory on your AI voice agents too, so calls start with the profile.
- Keep notes on contacts. The profile reads them.
- Use the same calendar for voice and text agents.
- Read the profile in the Inbox before calling someone back.