Assistant Memory Retention and Context Refresh (Retention)

Assistant Memory Retention and Context Refresh (Retention)

1. 01

   Set a 30-day review cadence for every client's assistant memory store

   Calendar the review as a recurring internal task tied to the retainer renewal date so it never slips past the billing cycle.

2. 02

   Pull the last 30 days of assistant-generated drafts and flag any that reached a client without human edit

   Unedited output is the fastest signal that the assistant's context has drifted from the client's current positioning or tone.

3. 03

   Compare stored context against the client's latest approved messaging and offer changes

   If the client pivoted a product line or changed pricing, the assistant's memory still reflects the old version and will draft against stale facts.

4. 04

   Purge or archive context older than 90 days that no longer maps to an active deliverable

   On-device tools like MyHandler and PHNTM One keep everything searchable by default, which means old quotes and superseded briefs stay retrievable long after they stop being true.

5. 05

   Re-ingest the current quarter's meeting transcripts and approved documents

   A notetaker that pipes transcripts directly to agents via MCP, such as Wispr Flow's free tier, reduces the manual cleanup between calls and memory refresh.

6. 06

   Run a spot-check query against the refreshed memory and verify the answer against source documents

   Ask the assistant a question the client would ask, then confirm the cited answer matches the actual contract or brief before trusting the store.

7. 07

   Log the refresh date, what was purged, and what was re-ingested in the client's account file

   This log becomes the audit trail if a client questions why an assistant drafted something that no longer reflects their business.