History for GPT Actions (AI Memory Key)

The GPT action now has the ability to retain and utilize history. The GPT actions will be able to produce more relevant and personalized responses based on the past interactions with GPT actions.


TABLE OF CONTENTS

Important Notes:

  • If "Enable Chat History" is toggled ON, then by default GPT 4 models will be selected.
  • History will only work for the "Custom" action type.
  • History will be independent for each contact.

Type of History


There are types of History that can be stored:


  1. This Workflow - Remembers all GPT conversation within the workflow where the History type is "This Workflow."

  1. Per Execution - Remembers all GPT conversation within the workflow for a single execution where the History type is "Per Execution."

  1. This Step - Remembers all GPT conversation for the specific action across multiple executions where the History type is "This Step."

  1. Custom - Let's the user create a custom History type that can be used within the same workflow or multiple workflows.

How to Use?


  • Select the "GPT Powered By OpenAI" action.
  • Toggle ON the "Enable Chat History" setting.



  • Select the "Chat History For" from the dropdown:




  • Add system instructions:

Advanced Options


  • System Instructions - User can add Instructions if required to give more information to GPT action to get more specific and desired output. These are the rules that can be added which will be followed by all the GPT actions.

  • Exclude instructions from chat history - This toggle can be used when user wants to exclude the System Instructions from the "history."

  • Exclude responses from chat history - If this is turned on then responses of this action will not be stored in the history. This is useful when the responses are sentiment (positive or negative) or any analytics that were received as output.


Example: Sending Recommendations to Current Customers


Scenario: Have a conversation with the customers based on their previous purchase, recommend new items to them, and check if they are interested in any other products.


Trigger Setup:

  • Workflow Trigger: Order Submitted
  • Name: Order Submitted

Workflow Actions:

  1. GPT Powered by OpenAI
    1. Add the GPT actions. All the actions will have History enabled and will have context of each others prompts and outputs. The action will be used to prepare the email and check the sentiment of the customer reply.
  2. Email
    1. The email action will be used to send the output of GPT actions to the customers
  3. Wait:
    1. Wait will be added to check if the customer has replied to the email or not.
  4. If/Else:
    1. The branches will be based on the sentiment of reply of the customer. If the sentiment is positive, then the system will continue the conversation. If the sentiment is not positive, then the contact will exit the workflow.

Outcome: This automation could potentially help engage the customer in the email, sending personalized responses to the customer to increase the chance of a sale.