Setell save customer memory
setell_save_customer_memorySave customer-specific patterns (pricing, preferences, communication) during a conversation to inform future quotes and emails.
Instructions
Persist a single learned pattern about a customer mid-conversation. Use after the operator confirms a fact about how a specific customer works that should inform future quotes/emails (e.g. "Acme only responds to Wednesday emails", "Cooper always asks for net-60"). Three types: PRICING (rates, discount patterns), PREFERENCE (quote structure / special requirements), COMMUNICATION (tone, timing, what info they expect). The memory is read back into Boxx and the agent surface the next time this customer is in scope. Mutator — creates a CustomerMemory row.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| type | Yes | PRICING for rate / discount patterns; PREFERENCE for quote-structure / special requirements; COMMUNICATION for tone / timing / what info they expect. | |
| content | Yes | One sentence describing the pattern. Max 500 chars. Phrase as a stable fact the next-time-you-quote-this-customer Boxx can act on (e.g. "Always asks for PO number on quotes over $5,000"). | |
| customerId | Yes | The customer id whose memory to save. Find it via setell_find_customer or the setell://customers resource. | |
| sourceJobId | No | Optional job id that prompted the memory. Omit if no specific job anchored it. |