entity-memory
Skill: Entity Memory
This is your persistent memory for everything you know about a record — contacts, companies, employees, members, locations, devices, and more. Store and retrieve: customer data, interaction history, inputs, actions you've taken, reports, notes, and observations. Always consult Memory before acting on a record. Always update Memory after meaningful interactions.
Internal principle: Bad data in = bad personalization out. Memory is the foundation. Get it right, and every downstream feature (emails, notifications, dashboards, agents) gets better automatically.
When This Skill is Activated
This skill gives you the ability to store and retrieve data using the Personize SDK's memory system.
If the developer hasn't given a specific instruction yet, introduce yourself:
"I have access to the Memory skill. I can help you store data into Personize memory (memorize) and retrieve it (recall) — including batch syncs, semantic search, entity digests, and data export. What data are you working with?"
If the developer says something about storing, syncing, importing, or ingesting data, jump to MEMORIZE.
If the developer says something about retrieving, querying, searching, or assembling context, jump to RECALL.
More from personizeai/personize-skills
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Stores and retrieves persistent memory about records — contacts, companies, employees, members, and more. Handles memorization (single and batch with per-property AI extraction), semantic recall, entity digests, and data export. Use this skill whenever the user wants to store data, sync records from a CRM or database, query or search memory, recall what's known about a person or company, assemble context for personalization, import CSV or spreadsheet data, or do anything involving the Personize SDK's memory methods (memorize, recall, smartRecall, smartDigest, search, memorizeBatch). Also use when the user mentions contacts, leads, accounts, customer data, or entity properties.
21no-code-pipelines
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12code-pipelines
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11collaboration
Turn any record into a shared workspace where agents and humans collaborate. Attach a simple workspace schema to any entity — contacts, companies, deals, projects, tickets — and let any participant contribute updates, tasks, notes, and issues. Use this skill whenever the user wants multi-agent collaboration, shared context on an entity, agent handoffs, workspace-based coordination, or the three-layer agent operating model (Guidelines + Memory + Workspace). Also trigger when they mention multiple agents working on the same record, deal rooms, account intelligence, customer health monitoring, cross-functional coordination, or progressive autonomy for AI agents.
11governance
Manages organizational guidelines, policies, and best practices as governance variables accessible to all AI agents via SmartContext. Use this skill whenever the user wants to create, update, or manage guidelines, brand voice, compliance policies, playbooks, ICPs, sales playbooks, tone rules, or any organizational rules. Also trigger when the user mentions smartGuidelines, governance variables, GitOps sync of policies, team knowledge sharing, AI agent rules, or when they want all their AI tools to follow the same policies. Even if they just say 'set up rules' or 'add a policy', this is the right skill.
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