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Foundations and Architecture

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Lesson 3.1 · 40 minutes

Separate sessions, transcripts, and durable memory

Design session scope and memory handling so continuity does not become accidental disclosure across people, channels, or roles.

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Foundations and Architecture

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Verifiedon 2026.7.1-2

Action boundary

Before you act

Expected result
A scope decision explains which contacts share a session, what is retained, who can search it, and when a separate Gateway is required.
Failure mode
A shared DM session, transcript search, or persistent note is mistaken for a secure boundary between mutually untrusted people.
Rollback
Do not broaden access. Reset the test session, remove only the synthetic note, and escalate any uncertainty about existing private data to the Gateway owner.

Three things that should not be collapsed

A session selects a conversation context and lifecycle. A transcript is the recorded history for that session. Memory is durable Markdown in the agent workspace, with different files serving profile, long-term, and daily context. They interact, but they are not interchangeable—and none alone is a multi-tenant authorization system.

By default, direct messages can share a main session. That is convenient for a single trusted operator and unsafe as a multi-person assumption: people who can reach one shared session can inherit its context. Group chats and rooms have separate routing defaults; private recall and tool visibility have their own rules.

Lab: choose scope from a contact matrix

Classify these contacts: your own Telegram DM, your own WebChat thread, a team support room, and a contractor DM. For each, answer:

Question Evidence to record
Should this contact share context? Trust relationship and operational purpose
Could it contain another person’s private details? Yes/no and why
What session scope is appropriate? Main, per peer, per channel peer, or separate system
What memory is safe to retain? Durable fact, working note, or nothing

For the contractor case, the safe answer is not “use a carefully named session.” Use a separate trust boundary if they are mutually untrusted with the operator.

Checkpoint

Does incognito guarantee that no data leaves the host? No. It changes local session retention, not the normal scope of tools, model-provider processing, or diagnostic logging. Does a memory note enforce an approval rule? No. It can preserve context for a future turn, but hard controls belong in approval, tool, sandbox, and scheduling mechanisms.

Source provenanceVerification and sources

Review receipt rr_foundations_sessions_memory

Outcome
approved
Method
source-review
Reviewer
forge-independent-review
Reviewed

Evidence

Limitations

  • Primary-source editorial review; no private transcript or memory store was accessed.

Open the public evidence snapshot

Lesson checkpoint

Ready to move on?

Mark this lesson complete when you can apply its outcome without relying on the examples above.