Case Study

Pioneering Autonomous AI for High-Stakes Decision-Making

Athena Intelligence creates AI agents that adapt and excel in high-stakes decision-making across finance, healthcare, and enterprise.

Introduction

Athena Intelligence was founded to develop autonomous AI agents capable of handling high-stakes decision-making and operational workflows across finance, healthcare, and enterprise domains. Unlike traditional rule-based automation, Athena's AI agents are designed to dynamically adapt, synthesize knowledge from multiple sources, and interact with users in a way that mirrors human expertise.

Proven Gains

Results and Performance Gains

The integration of Zep’s memory system yielded measurable improvements across multiple dimensions:

Scalable knowledge retention

Tia’s memory graph expanded from a small test set to over 160 nodes and 220 edges in under three hours, showcasing rapid, adaptive learning.

97%

increase in contextual response accuracy, demonstrating the impact of structured memory retrieval.

91%

reduction in repeated user input, significantly improving efficiency for multi-session workflows.


45%

reduction in redundant task handling, freeing users from constantly re-explaining past interactions.

Tech Innovators

The Technical Team Driving Innovation

Led by Brendon Geils (Founder), Ben Reilly (Founding Platform Engineer), and Wilkie Stevenson (Platform Engineer), the Athena Intelligence team focuses on developing scalable AI systems that integrate long-term memory, enabling agents to adapt and retain critical context across interactions.


At the core of Athena’s product suite is Tia, an AI-powered assistant responsible for handling complex, multi-turn workflows such as compliance audits, financial reporting, and medical documentation. However, a fundamental challenge emerged: Tia had no persistent memory. Without the ability to retain knowledge across interactions, she struggled to manage long-term tasks, personalize responses, or build upon previous conversations. This technical limitation significantly hindered Tia’s ability to function autonomously, requiring users to reintroduce context continuously.


Athena Intelligence needed a scalable, structured memory system to enable long-term retention, contextual reasoning, and efficient recall of past interactions—a challenge that traditional database architectures and short-term context windows could not adequately solve.

Technical Problem Statement

Technical Challenges in 
Building Autonomous AI Agents

Athena Intelligence’s goal was to create AI agents that could operate with longitudinal context awareness, meaning they needed to dynamically retain and retrieve past interactions without degrading performance or producing redundant outputs. Several critical challenges arose:

1

Maintaining Context Over Extended Interactions

Tia was required to track evolving workflows, adapting to user inputs over days, weeks, or months. However, without memory, each interaction was stateless, forcing users to manually reestablish context. This lack of continuity made the AI unsuitable for long-term projects or multi-session tasks.

2

Dynamic Data

Traditional vector search techniques struggled with dynamically evolving datasets. Tia needed to recall specific, high-relevance details from past conversations, filtering out noise while maintaining accuracy. Standard embedding retrieval alone was insufficient, as it failed to capture temporal dependencies and evolving user preferences.

3

Balancing Memory Storage and Relevance

A naive implementation of long-term memory could lead to inefficient memory retrieval, where past data accumulates without intelligent organization. Athena needed a system that could prioritize recent and high-value interactions while ensuring historical context remained accessible when relevant.

Memory in Motion

Visualizing Memory in Action

A critical component of enabling Tia to maintain context across interactions was the construction of a structured knowledge graph. The image below illustrates the state of Tia’s knowledge graph, showcasing how episodic interactions are captured, structured, and linked to form a persistent, retrievable memory store. This visualization highlights the evolution of Tia’s knowledge from isolated user queries to an interconnected framework that informs real-time decision-making and response generation.

memory in motion
Zep Advantage

Why Zep?

Athena Intelligence integrated Zep’s memory layer to enhance Tia’s ability to retain and retrieve past interactions. Unlike conventional session-based storage, Zep employs a temporally-aware knowledge graph that structures information dynamically over time. This enables Tia to access relevant historical context while filtering out outdated or irrelevant information that may confuse the agent. By maintaining an evolving, organized memory structure, Zep ensures that Tia delivers more contextually accurate and coherent responses.

Temporal Knowledge Graph for Contextual Recall

Zep’s architecture enables Tia to track evolving workflows by maintaining relationships between past interactions rather than treating them as isolated data points. This allows for more precise memory retrieval and better handling of multi-step workflows without requiring users to repeat prior context.

Efficient Retrieval and Context Injection

Zep leverages a combination of semantic search, graph-based traversal, and retrieval ranking techniques to retrieve the most relevant past interactions dynamically. Rather than injecting full conversation histories into every query, Zep’s system selects and presents only the most relevant data, reducing token inefficiency and improving response latency.

Dynamic Knowledge 
Integration

Zep continuously integrates new information into Tia’s knowledge graph, allowing the agent to evolve in real time. Unlike traditional RAG systems limited to static retrieval, Zep ensures that new insights from user interactions are synthesized into structured knowledge without overwriting past context.

entity
Custom Entity Utilization

Leveraging Custom Entity Types

To further refine Tia’s memory and retrieval capabilities, Athena Intelligence is integrating custom entity types into its knowledge processing pipeline. While generic entity extraction allows Tia to identify broad categories like names, organizations, and locations, custom entity types provide a more structured and domain-specific approach to knowledge representation.

By defining core entity types such as Person and Company, Athena ensures that crucial business-related entities are consistently recognized and stored within Tia’s temporal knowledge graph. These core entities act as anchors, helping to organize and relate contextual data more effectively. However, the system remains flexible—additional entities can still be dynamically generated alongside these predefined types, preserving adaptability for various use cases.


By leveraging custom entity types, Athena Intelligence enhances its ability to structure, retrieve, and relate contextual information, ensuring that Tia delivers more precise, context-aware, and business-relevant insights across interactions.

Conclusion

Zep’s memory integration enabled Athena Intelligence to push Tia beyond the limitations of stateless AI, allowing for long-term, structured knowledge retention that directly improved response accuracy, workflow continuity, and user efficiency. By leveraging a temporally-aware knowledge graph, efficient retrieval ranking, and continuous knowledge integration, Athena Intelligence successfully delivered an AI agent that can autonomously manage multi-step tasks with minimal user intervention.

The implementation of Zep marks a pivotal step toward truly autonomous, self-improving AI agents—a necessity for any 
system designed to operate in dynamic, real-world environments.