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Getting Started
Introduction
Documentation
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Getting Started
Introduction
Navigating Personal AI
Compliance
Tips and Tricks
Referencing Documents
Prompting
Customizing Your AI
Persona Directives
Publishing Your AI
Channel Directives
Messaging Defaults
Advanced Settings
Training Your AI
Training Studio: Memory Upload
Memory Stack
Memory Upload: Upload Library
Training Tools in the Document Editor
Processing Data: CSV
Memory Integrations: Google Drive
Memory Integrations: OneDrive
Memory Integrations: Gmail
Memory Integrations: Outlook
Personal AI Chrome Extension
Messaging Your AI
Send New Message
Conversation starters
Message Bar Features
Channel Creation Journey
Invite to Chat - Share Persona Settings
Profile Page
Multi-Memory
Workspace Settings - Owners/Admins
Settings for Workspace Owners
Channel Settings for Managers
Transfer Ownership of a Workspace
Collaborate on a Persona
Create a New Persona & Persona Template
Delete Owner Account
Manage Persona DMs - For Owners & Admins
Removal of Workspace Member/Admin
Settings for Workspace Admins
Manage and Transfer Ownership Role of Personas
Permissions and Roles in Workspace Settings
Workspace Settings - Member
Channel Settings for Workspace Members
Settings for Workspace Members
Workspace Settings - Persona-Level
Permissions and Roles for Persona-Level Settings
On this page
Overview
Core Components
AI Personas
Training Methods
1. Bulk Training (WebApp/Desktop)
2. Continuous Training (Mobile/WebApp)
Interaction Modes
Key Features
Memory Management
Communication Channels
Customization Options
Getting Started Steps
1. Create Your First Persona
2. Add Initial Training Data
3. Start Interacting
4. Expand and Optimize
Available Tools
Best Practices
Getting Started
Introduction
Welcome to Personal AI’s API and Product Docs
Overview
Personal AI helps you build customized AI personas trained on your proprietary data. This guide covers the essential concepts and features to help you get started.
Quick Start Guide
Create your first AI persona in minutes
Core Concepts
Understand the fundamental building blocks of Personal AI
Core Components
AI Personas
Each persona is a distinct AI identity with its own:
Segregated data and memory
Customizable purposes (personal use, professional tasks, public-facing)
Managed workspace capabilities
Training Methods
Personal AI offers two primary training approaches:
1. Bulk Training (WebApp/Desktop)
Upload documents (PDFs, Word docs)
Import website content
Connect cloud storage (Google Drive, OneDrive)
Process email data (Gmail, Outlook)
2. Continuous Training (Mobile/WebApp)
Save messages to AI memory
Edit and improve AI responses
Real-time learning through interactions
Interaction Modes
Autopilot
: AI responds automatically to queries
Copilot
: AI drafts responses for your review and approval
Personal Score
: Measures how accurately the AI’s response reflects your knowledge/style
Key Features
Memory Management
Memory Stack: Collection of all training data and learned information
Upload Library: Central repository for managing uploaded content
Memory Integration: Connect with external services
Communication Channels
Direct Messages: One-on-one conversations with your AI
Channels: Group conversations with multiple participants
Public Chat: Allow others to interact with your AI through a public interface
Customization Options
Persona settings (name, photo, identity)
Communication style and traits
Channel directives for specific use cases
Privacy settings and sharing controls
Getting Started Steps
1. Create Your First Persona
Choose a name and identity
Set communication style and traits
Define custom directives if needed
2. Add Initial Training Data
Upload relevant documents
Connect desired integrations
Begin saving important messages to memory
3. Start Interacting
Test different interaction modes
Refine responses through feedback
Monitor personal scores to gauge accuracy
4. Expand and Optimize
Create additional personas as needed
Fine-tune settings based on usage
Implement channel-specific directives
Available Tools
Chrome Extension
Easy web content saving and management
Mobile App
Train and interact on the go
Best Practices
Optimization Guidelines
Start with focused, high-quality training data
Use descriptive tags for better memory organization
Regularly review and update persona settings
Utilize both bulk and continuous training methods
Monitor personal scores to identify areas for improvement
Navigating Personal AI
Assistant
Responses are generated using AI and may contain mistakes.