Company context
Business Memory
Business Memory stores durable facts, preferences, style notes, and source-backed context so Maximo can reason with company knowledge instead of starting from zero each time.
- Business Memory is available to business owners and administrators only.
- Memory stores provenance: who the memory belongs to, who created it, whether it is company-wide or private, and what source record or chat produced it.
- Company memories should describe shared business facts; first-person or personal work memories stay private to the originating user.
- Create manual memory with title, content, type, visibility, review status, tags, importance, retention, and expiry.
- Memory can be company-visible or private, approved or pending review, pinned or normal, active or forgotten.
- Auto-captured and source memories can come from chats, clients, invoices, files, operations, and customer activity.
- Review pending memories before they become trusted context.
- Conflict detection highlights contradictory memory so the business can resolve what Maximo should trust, covering payment terms, tax, discount, currency, deposits, late fees, lead times, warranty, refund windows, and minimum orders.
- Retrieval uses a 2026 hybrid engine: semantic (pgvector) and keyword (full-text) search are fused with reciprocal rank fusion and HNSW indexes so it stays fast and accurate as memory grows.
- Ranking factors in confidence, feedback, usage, and freshness, so stale or superseded facts are pushed down and Maximo avoids confidently using outdated information.
- The memory Maximo sees by default is query-aware, surfacing memories relevant to your current message instead of only pinned and recent ones.
- Background dream runs use an arbiter that adds new memories, refines existing ones, supersedes outdated facts, or skips duplicates, so memory self-maintains instead of stacking near-duplicates.
- Admins can export a full, inspectable copy of business memory and can permanently purge forgotten memory, or all memory with explicit confirmation.
- Re-indexing reuses stored embeddings when source content is unchanged to save cost, and high-risk secrets like card numbers and API keys are redacted from captured memory while business contacts are preserved.
- Retention tools can forget expired memories and reindex stored memory chunks.
- Plan caps limit how many memory items the business can keep.
- Members, Viewers, and Employee Viewers cannot open the memory page, call memory APIs, receive selected memory in Maximo prompts, search memory from chat or voice, or have their chats silently captured into company memory.