Skip to content
Workflows

History for GPT actions (AI Memory Key)

Introducing History for GPT actions..!! TABLE OF CONTENTS What's New ? Type of History Advanced Options How to use? Points to be noted What's New ? -…

2 min read349 words4 explained images
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. What's New ?
  2. Type of History
  3. How to use?
  4. Advanced Options
  5. Points to be noted

Video 1 Open in a new tab

Introducing History for GPT actions..!!

TABLE OF CONTENTS

What's New ?

- We're excited to announce a significant enhancement to our GPT action: the ability to retain and utilize history. The GPT actions will be able to produce more relevant and personlized responses based on the past interactions with GPT actions.

Type of History

There are 5 types of History that can be stored

  • This Sub Account - Remembers all GPT conversation across all workflows in the sub account where the History type is "This Sub Account"
  • This Workflow - Remembers all GPT conversation within the workflow where the History type is "This Workflow"
  • Per Execution - Remembers all GPT conversation within the workflow for a single execution where the History type is "Per Execution"
  • This Step - Remembers all GPT conversation for the specific action across multiple executions where the History type is "This Step"
  • Custom - Let's the user create a custom History type that can be used within the same workflow or multiple workflows

How to use?

  • Enable the option in Labs
  • Select the "GPT Powered By OpenAI" action
  • Switch on "Enable history"
How to use? (image 1 of 4) What this shows Enable the option in Labs Select the "GPT Powered By OpenAI" action Switch on "Enable history" What this shows Illustrates the "How to use?" section of "History for GPT actions (AI Memory Key)". This screenshot appears in the "How to use?" section of "History for GPT actions (AI Memory Key)". The text alongside this image reads: Enable the option in Labs Select the "GPT Powered By OpenAI" action Switch on "Enable history". This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Select the "History for" from the dropdown. Image 1 of 4 What to chooseEnable the option in Labs Select the "GPT Powered By OpenAI" action Switch on "Enable history"
Fields in this part of the guide Enable the option in Labs
Next stepSelect the "History for" from the dropdown
All 3 steps in this procedure
  1. Enable the option in Labs
  2. Select the "GPT Powered By OpenAI" action
  3. Switch on "Enable history"
  • Select the "History for" from the dropdown
How to use? (image 2 of 4) What this shows Select the "History for" from the dropdown What this shows Illustrates the "How to use?" section of "History for GPT actions (AI Memory Key)". This screenshot appears in the "How to use?" section of "History for GPT actions (AI Memory Key)". The text alongside this image reads: Select the "History for" from the dropdown. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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…. Image 2 of 4 What to chooseSelect the "History for" from the dropdown
Fields in this part of the guide Enable the option in Labs
Next stepSystem 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 history - This toggle can be used when user wants to exclude the System Instructions from the "history" Exclude responses from 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.
All 3 steps in this procedure
  1. Enable the option in Labs
  2. Select the "GPT Powered By OpenAI" action
  3. Switch on "Enable history"
How to use? (image 3 of 4) What this shows Select the "History for" from the dropdown What this shows Illustrates the "How to use?" section of "History for GPT actions (AI Memory Key)". This screenshot appears in the "How to use?" section of "History for GPT actions (AI Memory Key)". The text alongside this image reads: Select the "History for" from the dropdown. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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…. Image 3 of 4 What to chooseSelect the "History for" from the dropdown
Fields in this part of the guide Enable the option in Labs
Next stepSystem 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 history - This toggle can be used when user wants to exclude the System Instructions from the "history" Exclude responses from 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.
All 3 steps in this procedure
  1. Enable the option in Labs
  2. Select the "GPT Powered By OpenAI" action
  3. Switch on "Enable history"
  • Add system instructions
How to use? (image 4 of 4) What this shows Select the "History for" from the dropdown What this shows Illustrates the "How to use?" section of "History for GPT actions (AI Memory Key)". This screenshot appears in the "How to use?" section of "History for GPT actions (AI Memory Key)". The text alongside this image reads: Select the "History for" from the dropdown. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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…. Image 4 of 4 What to chooseSelect the "History for" from the dropdown
Fields in this part of the guide Enable the option in Labs
Next stepSystem 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 history - This toggle can be used when user wants to exclude the System Instructions from the "history" Exclude responses from 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.
All 3 steps in this procedure
  1. Enable the option in Labs
  2. Select the "GPT Powered By OpenAI" action
  3. Switch on "Enable history"

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

Points to be noted

  • If Enable History is switched on then by default GPT 4 models will be selected.
  • History will only work for "Custom" action type
  • History will be independent for each contact

Frequently asked questions

What's New ?
- We're excited to announce a significant enhancement to our GPT action: the ability to retain and utilize history. The GPT actions will be able to produce more relevant and personlized responses based on the past interactions with GPT actions.
How to use?
Enable the option in Labs Select the "GPT Powered By OpenAI" action Switch on "Enable history" Select the "History for" from the dropdown Add system instructions

Was this guide helpful?

Related guides

Create Task Event In Campaigns1 min readWorkflow Trigger - Contact Tag2 min read · 7 imagesWorkflow Action - Edit Conversation3 min read · 6 imagesWorkflow Action - Update Contact Field4 min read · 4 images