Marin Docs

AI Memory

Marin's AI Memory feature allows you to teach Marin about your preferences, business details, and communication style. The more Marin knows about you, the better it can assist you with personalized, context-aware responses.

What is AI Memory?

AI Memory is how Marin learns and remembers information about you and your business. Instead of repeating the same details every time, you can save memories that Marin will use automatically when helping you.

Think of memories as notes you give to a new assistant—they help Marin understand your preferences, know your commonly-used information, and respond in ways that match your style.

What Should You Save as Memories?

Business Information

  • Your business name and what you do
  • Your products or services
  • Your typical pricing or packages
  • Your business hours and availability
  • Your location or service areas

EXAMPLE MEMORY

"I run a boutique marketing agency called Bright Ideas Marketing. We specialize in social media management and content creation for small businesses. Our standard packages start at $2,000/month and we're based in Austin, Texas."

Communication Style

  • How formal or casual you prefer to be
  • Your email signature style
  • Phrases you commonly use or avoid
  • How you like to structure emails

EXAMPLE MEMORY

"I prefer a friendly but professional tone in business emails. I like to keep emails concise and end with 'Best regards'. I avoid corporate jargon and prefer straightforward language."

Common Scenarios

  • How you handle different types of inquiries
  • Standard policies (refunds, scheduling, etc.)
  • Frequently asked questions and your answers
  • Your process for onboarding new clients

EXAMPLE MEMORY

"When someone asks about my availability, I'm typically free for meetings on Tuesday through Thursday afternoons. I require a 50% deposit before starting new projects. My cancellation policy is 24 hours notice."

Personal Preferences

  • Your working hours and time zone
  • How you prefer to communicate (email, phone, video)
  • Tools and platforms you use regularly
  • Important dates or deadlines

EXAMPLE MEMORY

"I work Monday through Friday, 9am to 5pm EST. I prefer Zoom for initial consultations. I use Notion for project management and Google Drive for file storage."

How to Add Memories

There are two ways to add memories to Marin:

Method 1: Through the Dashboard

  1. Go to your Memories dashboard
  2. Click "Add Memory"
  3. Enter your memory (be as specific as possible)
  4. Save it

Method 2: Via Email

You can also add memories by telling Marin directly in an email:

"Remember: I prefer to schedule client calls on Tuesday and Thursday afternoons"
"Save this as a memory: My standard consulting rate is $150/hour"

How Marin Uses Memories

When drafting emails or responding to requests, Marin automatically references your saved memories to provide more accurate, personalized responses.

Example Scenarios

Scenario 1: Pricing Inquiry

Someone asks about your rates. Because you've saved your pricing as a memory, Marin can draft a response that includes your actual rates without you having to specify them each time.

Scenario 2: Scheduling Request

A client wants to schedule a meeting. Marin knows your preferred meeting days and times from your memories and can suggest appropriate times automatically.

Scenario 3: Service Description

When explaining what you do to a new inquiry, Marin uses the business description you've saved to provide consistent, accurate information.

Best Practice
Start with 5-10 key memories about your business, communication style, and common scenarios. You can always add more as you discover what information Marin needs most often.

Managing Your Memories

You can view, edit, or delete memories anytime from your Memories dashboard. Keep them updated as your business evolves.

  • Review your memories monthly to ensure they're still accurate
  • Update pricing, availability, or policies when they change
  • Remove outdated information that no longer applies
  • Add new memories as you discover gaps in Marin's knowledge

Privacy & Security

Your memories are private and secure. They're only used by Marin to assist you and are never shared with anyone else. You can delete any memory at any time.

Avoid storing sensitive information like passwords, credit card numbers, or confidential client data in memories. Use them for general business information and preferences only.

Getting Started with Memories

Here's a quick checklist of memories to add when you first set up Marin:

  • ✓ Your business name and what you do
  • ✓ Your primary products or services
  • ✓ Your preferred communication style
  • ✓ Your typical availability for meetings
  • ✓ Your standard pricing or packages
  • ✓ Any important policies (cancellation, refunds, etc.)
  • ✓ Your working hours and time zone

Next Steps