Conversation memory

When you use a reply from the reply helper, Invollo can remember that exchange with the client: a short summary of what the client wrote and the reply you used. The next time you draft a reply to the same client, Invollo AI reads the last few exchanges first, so it does not ask again for things the client already told you.

What is saved

• Only summaries: the AI's short summary of the client's message, and the reply you copied, inserted or saved (with your own edits). Whole chats are never saved.
• Before saving, usernames become "the client", order numbers become "the order", and email addresses, links, phone numbers and @handles become [email], [link], [phone] and [handle].
• A turn is saved only when you click Copy reply, Insert into reply box or Save, and only while Remember conversations is on.
• In the browser extension, a conversation is matched to the client by a one-way code made from the chat (for example the Fiverr username or the WhatsApp chat name). The name itself is not sent to Invollo.

How long it is kept

Summaries are kept for 90 days after the last message in that conversation. Each new message starts the 90 days again. After that the conversation is deleted automatically.

Plans

• Free keeps 3 conversations at a time (conversations with a message in the last 90 days). To remember a new client, delete one or wait until one ends.
• Pro and Business keep unlimited conversations.

See, rename, link or delete conversations

1. Open Invollo AI and select Conversations.
2. Choose a conversation to see what was said, oldest first.
3. Use Rename to change its name, and link it to a Marketplace order, an inquiry or a client.
4. Click Delete conversation to remove one, or Delete all my conversations to remove all of yours.

Your conversations are yours: team members do not see them. The workspace owner and admins can see and delete the workspace's conversations, but the reply helper only ever uses your own.

Turn it off

Remember conversations is on by default and set for each person. Turn it off on Invollo AI → Conversations, in Settings → AI settings (owners and admins), or in the AI tab of the browser extension. Nothing new is saved while it is off; delete what was saved if you want it gone.