Summary strategy
The SummaryStrategy is responsible for generating condensed, real-time
summaries of conversations within a single session. It captures key topics, main tasks, and
decisions, providing a high-level overview of the dialogue.
Steps in the strategy
The summary strategy includes the following steps:
Consolidation – Determines whether to write useful information to a new record or an existing record.
Strategy output
The summary strategy returns XML-formatted output, where each <topic> tag represents a distinct area of the user's memory. XML lets multiple topics to be captured and organized in a single summary while preserving clarity.
A single session can have multiple summary chunks, each representing a portion of the conversation. Together, these chunks form the complete summary for the entire session.
These summary chunks can be retrieved using the ListMemoryRecords operation with namespace filter, or you can also perform semantic search over the summary chunks using the RetrieveMemoryRecords operation to retrieve only the relevant summary chunks for your query.
Examples of insights captured by this strategy include:
-
A summary of a support interaction, such as "The user reported an issue with order
#XYZ-123, and the agent initiated a replacement." -
The outcome of a planning session, like "The team agreed to move the project deadline to Friday."
By referencing this summary, an agent can quickly recall the context of a long or complex conversation without needing to re-process the entire history. This is essential for maintaining conversational flow and for efficiently managing the context window of the foundation model.
Default namespace
/strategy/{memoryStrategyId}/actor/{actorId}/session/{sessionId}
Note
sessionId is a required parameter for summary namespace since summaries
are generated and maintained at session level.
