# AI Conversation Source: https://docs.personal.ai/api-reference/endpoint/ai-conversation POST https://api.personal.ai/v1/conversation Retrieve conversation history from a channel ## Overview API endpoint for retrieving conversation history from a channel or session. This endpoint allows you to access previous interactions with your AI. ## Authorization Your Personal AI API key ## Headers Must be set to application/json ## Body The hyphenated text below the AI's name when clicked into a Persona. DomainName ```json Example Request theme={null} "DomainName": "product-demo-jebzrhw" ``` Session identifier to retrieve specific conversation history ```json Example Request theme={null} "SessionId": "dd3ec564-5948-4da0-8ab6-94b23f92705b" ``` ## Example Request Array of conversation messages, including both user messages and AI responses ```json Example Request theme={null} { "SessionId": "dd3ec564-5948-4da0-8ab6-94b23f92705b", "DomainName": "product-demo-jebzrhw" } ``` ## Example Response ```json Example Success Response theme={null} [ { "ai_message": "what is a personal AI", "ai_score": 0.0, "ai_name": "AI Name", "ai_picture": null, "raw_message": "what is a personal AI", "timestamp": "2024-09-16T03:52:40.821Z", "SessionId": "98bf4dd5-5ab0-4d28-a439-d2f2d18d5443", "Metadata": {} }, { "ai_message": "A personal AI is a digital extension of your mind...", "ai_score": 0.0, "ai_name": "AI Name", "ai_picture": null, "raw_message": "A personal AI is a digital extension of your mind...", "timestamp": "2024-09-16T03:52:40.822Z", "SessionId": "98bf4dd5-5ab0-4d28-a439-d2f2d18d5443", "Metadata": {} } ] ``` ## Example cURL ```bash cURL theme={null} curl --location 'https://api.personal.ai/v1/conversation' \ --header 'Content-Type: application/json' \ --header 'x-api-key: ' \ --data '{ "SessionId": "dd3ec564-5948-4da0-8ab6-94b23f92705b", "DomainName": "product-demo-jebzrhw" }' ``` ## Error Codes | Code | Description | | ---- | --------------------------------------------- | | 403 | Forbidden - Check that API key is invalid | | 404 | Not Found - Conversation or session not found | # AI Instruction Source: https://docs.personal.ai/api-reference/endpoint/ai-instruction POST https://api.personal.ai/v1/instruction?cmd={cmd} Send instructions to your AI for specific actions ## Overview API endpoint for sending specific instructions to your AI. This endpoint allows you to interact with different AI models and execute specific commands. ## Authorization Your Personal AI API key ## Headers Must be set to application/json ## Query Parameters * chatgpt * search ```url Example theme={null} https://api.personal.ai/v1/instruction?cmd=chatgpt ``` ```url Example theme={null} https://api.personal.ai/v1/instruction?cmd=search ``` ## Body Text instruction to send to your AI ```json Example theme={null} "Text": "who is Einstein" ``` Additional context for the instruction ```json Example theme={null} "Context": "Respond in 2 sentences or less." ``` The hyphenated text below the AI's name when clicked into a Persona. DomainName ```json Example theme={null} "DomainName": "product-demo-jebzrhw" ``` Name of the user sending the request ```json Example theme={null} "UserName": "Leila" ``` Session identifier for maintaining conversation context ```json Example theme={null} "SessionId": "d5e9f208-937c-4a9c-92bf-5fb90ce68ff6" ``` Source application name ```json Example theme={null} "SourceName": "slack" ``` Flag to indicate if the instruction should be treated as a message ```json Example theme={null} "is_message": true ``` ## Example Request ```json Example theme={null} { "Text": "who is Einstein", "Context": "Respond in two sentences or less.", "DomainName": "product-demo-jebzrhw", "UserName": "Leila", "SessionId": "d5e9f208-937c-4a9c-92bf-5fb90ce68ff6", "SourceName": "slack", "is_message": true } ``` ## Example Response The AI's response to the instruction Confidence score of the AI's response The name given to the AI persona The Id of the conversation that was passed or automatically generated The source from which the request was initiated from as specified in the original API request ```json Example Success Response theme={null} { "ai_message": "Einstein was a renowned physicist who developed the theory of relativity. He is considered one of the most influential scientists of the 20th century.", "ai_score": 95.5, "ai_name": "AI Name", "SessionId": "d5e9f208-937c-4a9c-92bf-5fb90ce68ff6", "source_app": "api" } ``` ## Example cURL ```bash cURL theme={null} curl --location 'https://api.personal.ai/v1/instruction?cmd=chatgpt' \ --header 'Content-Type: application/json' \ --header 'x-api-key: ' \ --data '{ "Text": "who is Einstein", "UserName": "Leila", "DomainName": "product-demo-jebzrhw", "SourceName": "slack", "SessionId": "d5e9f208-937c-4a9c-92bf-5fb90ce68ff6", "is_message": true }' ``` ## Error Codes | Code | Description | | ---- | ------------------------------------------------------- | | 403 | Forbidden - Check that API key is invalid | | 503 | Processing Failure - Instruction could not be processed | ```json Example Error Response theme={null} { "detail": "AI instruction api unauthorized." } ``` # Memory API Source: https://docs.personal.ai/api-reference/endpoint/ai-memory POST https://api.personal.ai/v1/memory Upload text memories to your memory stack ## Overview The Memory API enables you to create text memories programmatically in your memory stack. ## Authorization Your Personal AI API key ## Headers Must be set to application/json ### Body Plain text memories to upload to your stack ```json Example theme={null} "My first memory with Personal AI" ``` Time (including timezone) of the memory. Defaults to current time if not specified. ```json Example theme={null} "Wed, 28 Jul 2021 13:30:00 PDT" ``` The source or application of memory to help you recall where it is from ```json Example theme={null} "Notes" ``` The formatted text that can be stored as it is ```json Example theme={null} "My first memory with Personal AI" ``` The hyphenated text below the AI's name when clicked into a Persona. DomainName ```json Example theme={null} "product-demo-jebzrhw" ``` Comma delimited list of tags for the memory ```json Example theme={null} "pet,dog,woof woof" ``` ### Example Responses Type of response (memory) Array containing the memory data ```bash cURL theme={null} curl --location 'https://api.personal.ai/v1/memory' \ --header 'Content-Type: application/json' \ --header 'x-api-key: {{user_api_key}}' \ --data '{ "Text": "my cat is born in #2000", "DomainName": "product-demo-jebzrhw", "RawFeedText": "My cat is born in 2000", "Createdtime": "Wed, 19 Sep 2023 13:31:00 PDT", "SourceName": "Twitter", "Tags": "pet,cat,meow two" }' ``` ```json Response theme={null} { "type": "memory", "payload": [ { "data": [ { "type": "MEMORY", "memlevel": "MEMBLOCK", "memlabel": "my cat is born in #2000", "start_time_utc": "2023-09-19T20:31:00.000+00:00", "source": { "type": "text", "name": "Twitter" }, "topics": [ { "value": "pet" }, { "value": "cat" }, { "value": "meow two" } ] } ] } ] } ``` # AI Message Source: https://docs.personal.ai/api-reference/endpoint/ai-message POST https://api.personal.ai/v1/message Send a message to your AI and receive a response ## Overview API endpoint for interacting with your AI through messages. This endpoint allows you to have conversations with your AI and receive responses based on your AI's training. ## Authorization Your Personal AI API key ## Headers Must be set to application/json ## Body Message to send to your AI for a response ```json Example theme={null} "What is an SLM?" ``` Message to add additional context to the AI for a response (Similar to Reply function) ```json Example theme={null} "Context": "Reply in one sentence." ``` The hyphenated text below the AI's name when clicked into a Persona. DomainName ```json Example theme={null} "DomainName": "product-demo-jebzrhw" ``` Name of the user sending the request ```json Example theme={null} "UserName": "Leila" ``` Use the same sessionId to continue conversation on that session ```json Example theme={null} "SessionId": "d5e9f208-937c-4a9c-92bf-5fb90ce68ff6" ``` Name of the document you want to refer to in your AI's Upload Library. This functions in the same way as the colon function does in the Personal AI platform. ```json Example theme={null} "Event": "How to train your AI" ``` Name of the source app of the inbound message, required if using with triggers ```json Example theme={null} "SourceName": "slack" ``` Flag to also add the user message (Text) to memory. Defaults to false if nothing is entered. ```json Example theme={null} "is_stack": true ``` Flag to create a copilot message for the AI. Defaults to false if nothing is entered. ```json Example theme={null} "is_draft": true ``` ```json Example theme={null} { "Text": "What is an SLM?", "Context": "Reply in one sentence.", "DomainName": "product-demo-jebzrhw", "UserName": "Leila", "SessionId": "d5e9f208-937c-4a9c-92bf-5fb90ce68ff6", "Events": "How to train your AI", "SourceName": "slack", "is_draft": true, "is_stack": true, "Metadata": { "key": "value" } } ``` *** ## Example Responses The AI's response message Confidence score of the AI's response Session identifier for the conversation ```json Example Success Response theme={null} { "ai_message": "SLMs or PLMS PLMs are artificial intelligence (AI) models capable of understanding and generating information within the domain of an individual user. ", "ai_score": 47.18898852308854, "ai_name": "AI Name", "ai_picture": "https://example.com/picture.jpg", "SessionId": "d5e9f208-937c-4a9c-92bf-5fb90ce68ff6", "source_app": "api" } ``` ```json Example Error Response theme={null} { "detail": "AI message api unauthorized." } ``` *** ## Examlpe cURL ```bash cURL theme={null} curl --location 'https://api.personal.ai/v1/message' \ --header 'Content-Type: application/json' \ --header 'x-api-key: ' \ --data '{ "Text": "What is an SLM?", "DomainName": "product-demo-jebzrhw", "UserName": "Leila", "SourceName": "slack", "is_draft": true, "SessionId": "d5e9f208-937c-4a9c-92bf-5fb90ce68ff6", "Events": "How to train your AI" }' ``` *** ## Error Codes | Code | Description | | ---- | ---------------------------------------------------------------- | | 403 | Forbidden - Check that API key is invalid | | 503 | Threshold Failure - Generated AI message is below user threshold | # Get Document Source: https://docs.personal.ai/api-reference/endpoint/get-document POST https://api.personal.ai/v1/document?size= Retrieve a list or specific documents from a persona. Works in conjunction with the Update Document endpoint. ## Overview API endpoint for retrieving a specific document or list of documents from a persona. This endpoint allows you to access any document by name or pulling a series of documents using the query parameters for response size. ## Authorization Your Personal AI API key ## Headers Must be set to application/json ## Query Parameters Your desired number of documents to be returned. ## Body The hyphenated text below the AI's name when clicked into a Persona. DomainName ```json Example Request theme={null} "DomainName": "product-demo-jebzrhw" ``` Document name to retrieve a specific document. Leave blank if you want to retrieve mulitple documents. ```json Example Request theme={null} "Text": "Python Reflection" ``` ## Example Request Array of conversation messages, including both user messages and AI responses ```json Example Request theme={null} { "Text": "Python Reflection", "DomainName": "product-demo-jebzrhw" } ``` ## Example Response ```json Example Success Response theme={null} [ { "id": "66c6706fe6fffd040957a7a3", "title": "Python Reflection", "text": "**Title: Reflecting on Python: My Journey Through a Language Revolution** When I first encountered Python, it was like meeting an old friend who instantly felt familiar and welcoming. I remember divin", "type": "Document", "timestamp": "2025-03-17T17:24:44.874+00:00" } ] ``` ## Example cURL ```bash cURL theme={null} curl --location 'https://api.personal.ai/v1/document?size=5' \ --header 'x-api-key: ' \ --header 'Content-Type: application/json' \ --data '{ "Text": "Python Reflection", "DomainName": "product-demo-jebzrhw" }'' ``` ## Error Codes | Code | Description | | ---- | ----------------------------------------- | | 403 | Forbidden - Check that API key is invalid | # Update Document Source: https://docs.personal.ai/api-reference/endpoint/update-document PUT https://api.personal.ai/v1/update-document?feed_id= Update a specific docuemnt using the feed_id (document ID) of that document. ## Overview API endpoint for updating a specific document in a persona's memory. This endpoint allows you make changes to the document, but it's important to note that the entire text must be passed, not just the updates as the previous content will not be reloaded in. ## Authorization Your Personal AI API key ## Headers Must be set to application/json ## Query Parameters The ID associated with the document you want to update. This can be retrieved using the Get Document endpoint. ## Body The hyphenated text below the AI's name when clicked into a Persona. DomainName ```json Example Request theme={null} "DomainName": "product-demo-jebzrhw" ``` Entire updated text you want to pass for replacing the existing document. ```json Example Request theme={null} "Text": "This is the updated text." ``` ## Example Request ```json Example Request theme={null} { "Text": "Python Reflection", "DomainName": "product-demo-jebzrhw" } ``` ## Example Response ```json Example Success Response theme={null} {"id":"","type":"MEMORY","memlevel":"MEMBLOCK","memlabel":"This is the updated text.","feedTextRaw":null,"ownerDnsName":"PAI Developers","start_time_utc":"2024-08-21T22:55:43.294+00:00","end_time_utc":null,"creator":{"name":"Developers of Personal AI","identity_id":138309,"domain_id":0,"propertyBag":{"email":{"key":"email","value":"demo+developer@personal.ai"},"picture":{"key":"picture","value":"XY8M57SPA1SKWVJIFLVOCT3L37ERTO.jpg"}}},"owner":[{"name":"Developers of Personal AI","identity_id":138309,"domain_id":288254,"propertyBag":{"email":{"key":"email","value":"demo+developer@personal.ai"},"picture":{"key":"picture","value":"XMIU370OIQEBBG398JNWPHAE5B3LYA.jpg"}}},{"name":"Pippa Codewell, Python Developer","identity_id":138309,"domain_id":288255,"propertyBag":{"email":{"key":"email","value":"demo+developer@personal.ai"},"picture":{"key":"picture","value":"FIYMFXG2INQZQI5LA41SRNTM8YVX7Z.jpg"}}}],"follower":{"name":"Developers of Personal AI","identity_id":138309,"domain_id":0,"propertyBag":{"email":{"key":"email","value":"demo+developer@personal.ai"},"picture":{"key":"picture","value":"XY8M57SPA1SKWVJIFLVOCT3L37ERTO.jpg"}}},"source":{"type":"text","name":"WebApp","device":"desktop","propertyBag":{"source_app":{"key":"source_app","value":"Memory"}}},"participants":[{"name":"PAI Developers","identity_id":138309,"domain_id":288254,"propertyBag":{"email":{"key":"email","value":"demo+developer@personal.ai"},"picture":{"key":"picture","value":"XMIU370OIQEBBG398JNWPHAE5B3LYA.jpg"}}}],"location":null,"feed_event":[{"id":null,"name":"Python Reflection","type":null,"propertyBag":{}}],"topics":[{"value":"doc1"}],"contexts":[],"scope":"PERSONAL","visibility":"PRIVATE","internal_parent_mem_ids":["0d197c5331cc4126a63050b011265785"],"external_parent_mem_ids":[],"embedUrls":[],"scores":{},"metadata":{"title":" Python Reflection","feed_text":"This is the updated text.","request_id":"0d197c5331cc4126a63050b011265785","original_text":"

**Title: Reflecting on Python: My Journey Through a Language Revolution** When I first encountered Python, it was like meeting an old friend who instantly felt familiar and welcoming. I remember diving into my first Python project, a simple script to automate a repetitive task, and feeling a profound sense of relief. Here was a language that didn’t just get out of my way but actively helped me write clear, concise, and elegant code. Over the years, Python has become more than just a tool for me; it's been a companion in my journey through the world of programming. **The Allure of Simplicity** One of the things that drew me to Python was its emphasis on simplicity. The language's syntax is clean and intuitive, allowing me to focus on solving problems rather than getting bogged down in complex syntax rules. The phrase There should be one—and preferably only one—obvious way to do it,which is a guiding principle of Python, resonates deeply with me. It’s a principle that’s made my coding life smoother and more enjoyable, and I often find myself reflecting on it when tackling new challenges.**A Community Like No Other** Python’s true magic lies not just in its design but in its community. I’ve been fortunate to engage with Python’s diverse and passionate user base through forums, conferences, and local meetups. There’s a sense of camaraderie among Python developers that’s both inspiring and motivating. It’s a community that thrives on collaboration and knowledge sharing, making it easier for newcomers and seasoned developers alike to grow and contribute.

","is_processed":"true"},"is_session":true,"is_draft":false,"is_edited":true} ``` ## Example cURL ```bash cURL theme={null} curl --location --request PUT 'https://api.personal.ai/v1/update-document?feed_id=66c6706fe6fffd040957a7a3' \ --header 'x-api-key: ' \ --header 'Content-Type: application/json' \ --data '{ "Text": "", "DomainName": "" }' ``` ## Error Codes | Code | Description | | ---- | ------------------------------------------ | | 503 | Authorization Failure - API key is invalid | ```json Example Error Response theme={null} { "detail": "AI conversation api unauthorized." } ``` # Upload Document Source: https://docs.personal.ai/api-reference/endpoint/upload-document POST https://api.personal.ai/v1/upload-text Upload a text document to your memory ## Overview API endpoint for uploading text documents to your memory. This allows you to add longer form content directly to your AI's knowledge base. ## Authorization Your Personal AI API key ## Headers Must be set to application/json ### Body Body of text to upload to the memory. This should be as clean as possible. ```json Example Request theme={null} "Text": "This is a long document that is consumed into the document view!" ``` Title of the uploaded document ```json Example Request theme={null} "Title": "New Document" ``` The hyphenated text below the AI's name when clicked into a Persona. DomainName ```json Example Request theme={null} "DomainName": "product-demo-jebzrhw" ``` ISO timestamp string indicating start time (UTC) ```json Example Request theme={null} "Starttime": "2024-10-09T10:00:00.000Z" ``` ISO timestamp string indicating end time (UTC) ```json Example Request theme={null} "Endtime": "2024-10-10T10:00:00.000Z" ``` Comma delimited list of tags for context and reference ```json Example Request theme={null} "Tags": "documents,blog,draft" ``` Boolean to specify whether to add the document to memory. Defaults to true. ```json Example Request theme={null} "is_stack": true ``` ```json Example theme={null} { "Text": "This is a long document that is consumed into the document view.", "Title": "Personal AI", "DomainName": "product-demo-jebzrhw", "Tags": "#doc1", "is_stack": false, "Starttime": "2023-07-09T10:00:00.000Z", "Endtime": "2023-07-09T10:00:00.000Z" } ``` ### Exmaple Responses Success or error message ```json Example Success Response theme={null} { "message": "doc accepted and processing" } ``` ```json Example Error Response theme={null} { "detail": "AI document upload unauthorized." } ``` ### Example cURL ```bash cURL theme={null} curl --location 'https://api.personal.ai/v1/upload-text' \ --header 'Content-Type: application/json' \ --header 'x-api-key: ' \ --data '{ "Text": "This is a long document that is consumed into the document view.", "Title": "New Document", "DomainName": "product-demo-jebzrhw", "Tags": "documents,blog,draft", "is_stack": true }' ``` ### Error Codes | Code | Description | | ---- | ----------------------------------------------------------- | | 403 | Forbidden - Check that API key is invalid | | 400 | Invalid Request - Missing required fields or invalid format | # Upload File Source: https://docs.personal.ai/api-reference/endpoint/upload-file POST https://api.personal.ai/v1/upload-file?DomainName={DomainName} Upload a file to your memory ## Overview API endpoint for uploading files (PDF, DOCX, etc.) to your Personal AI memory. ## Authorization Your Personal AI API key ## Headers Must be set to application/json ## Query Params The hyphenated text below the AI's name when clicked into a Persona. DomainName ### File The file to be uploaded A JSON-encoded string containing additional request parameters ```json Example message_request theme={null} {"DomainName": "product-demo-jebzrhw", "Title": "Uploaded Files"} ``` ### Body Title of the uploaded document ```json Example Request theme={null} "Title": "My Document" ``` ISO timestamp string indicating start time (UTC). Defaults to current time. ```json Example Request theme={null} "Starttime": "2024-10-09T10:00:00.000Z" ``` ISO timestamp string indicating end time (UTC). Defaults to current time. ```json Example Request theme={null} "Endtime": "2024-10-10T10:00:00.000Z" ``` Comma delimited list of tags for context and reference ```json Example Request theme={null} "Tags": "documents,developers,coding" ``` Boolean to specify whether to add the document to memory. If false, upload shows up as draft in Documents. Defaults to true. ```json Example Request theme={null} "is_stack": true ``` ### Example Responses Success or error message ```json Example Success Response theme={null} { "message": "file accepted and processing" } ``` ```json Example Error Response theme={null} { "detail": "AI memory api unauthorized." } ``` ### Example cURL ```bash cURL theme={null} curl --location 'https://api.personal.ai/v1/upload-file?DomainName={DomainName}' \ --header 'x-api-key: ' \ --form 'file=@"/path/to/file.pdf"' \ --form 'message_request="{\"DomainName\": \"product-demo-jebzrhw\", \"Title\": \"My Document\"}"' ``` ### Error Codes | Code | Description | | ---- | ----------------------------------------- | | 403 | Forbidden - Check that API key is invalid | # Upload URL Source: https://docs.personal.ai/api-reference/endpoint/upload-url POST https://api.personal.ai/v1/upload-url Upload content from a URL to your memory ## Overview API endpoint for uploading content from URLs to your memory. Supports various types of content including public Youtube URLs, LinkedIn profiles, news articles, and blogs. ## Authorization Your Personal AI API key ## Headers Must be set to application/json ### Body URL to upload (includes public Youtube URLs, LinkedIn profiles, news articles, blogs, etc) ```json Example Request theme={null} "Url": "https://www.youtube.com/watch?v=-9F20HckH8w" ``` Title of the uploaded content ```json Example Request theme={null} "Title": "Personal AI Company Overview (2024)" ``` The hyphenated text below the AI's name when clicked into a Persona. DomainName ```json Example Request theme={null} "DomainName": "product-demo-jebzrhw" ``` ISO timestamp string indicating start time (UTC) ```json Example Request theme={null} "StartTime": "2024-10-09T10:00:00.000Z" ``` ISO timestamp string indicating end time (UTC) ```json Example Request theme={null} "EndTime": "2024-10-10T10:00:00.000Z" ``` Comma delimited list of tags for context and reference ```json Example Request theme={null} "Tags": "personal ai,youtube,company,overview" ``` Boolean to specify whether to add the content to memory. Defaults to true. ```json Example Request theme={null} "is_stack": true ``` ```json Example theme={null} { "Url": "https://www.youtube.com/watch?v=-9F20HckH8w", "Title": "Personal AI Company Overview (2024)", "DomainName": "product-demo-jebzrhw", "Tags": "personal ai,youtube,company,overview", "is_stack": true, "StartTime": "2024-10-09T10:00:00.000Z", "EndTime": "2024-10-10T10:00:00.000Z" } ``` ### Example Responses Success or error message ```json Example Success Response theme={null} { "message": "url accepted and processing" } ``` ```json Example Error Response theme={null} { "detail": "AI url upload unauthorized." } ``` ### Example cURL ```bash cURL theme={null} curl --location 'https://api.personal.ai/v1/upload-url' \ --header 'Content-Type: application/json' \ --header 'x-api-key: ' \ --data '{ "Url": "https://personal.ai", "Title": "Personal AI", "DomainName": "product-demo-jebzrhw", "is_stack": false }' ``` ### Error Codes | Code | Description | | ---- | ------------------------------------------------------- | | 403 | Forbidden - Check that API key is invalid | | 400 | Invalid URL - URL cannot be accessed or is invalid | | 422 | Processing Error - Content cannot be extracted from URL | # Advanced Settings Source: https://docs.personal.ai/documentation/customization/advanced-settings The Advanced Settings allows you to clear your AI persona's memories or delete the persona entirely. Advanced Settings Note, these actions cannot be undone. **Clear memories** Clear memories clear **all** memories associated with that particular AI persona. **Delete AI Persona** Delete memories clears all memories associated with that particular AI persona. # Channel Directives Source: https://docs.personal.ai/documentation/customization/channel-directive * **Channel directive settings** are created and configured within the **Channel Settings** (previously set in each **Persona's** settings page). * Channel directives will override custom directives and Persona directives when they are enabled. Channel Directive * If you have multiple channel directives, you can enable or disable the ones you want to use. * You can also edit the channel directives directly from this settings page. Multiple Channel Directives * If enabled, the **channel directive** will override any **Persona directives** in that particular channel. Multiple Channel Directives # Messaging Defaults Source: https://docs.personal.ai/documentation/customization/messaging-defaults The **Messaging Defaults** section allows you to customize the interaction style and behavior of your AI persona in chats and channels. **Default AI** * This setting will make the Persona the default AI in new messages and channels. **AI Mode** * AI Mode sets the default mode your AI will be on when you or others engage with your AI in Direct Message or Public Chat. * **Autopilot**: Setting your AI Mode to Autopilot means your AI will automatically respond to users' prompts. * **Copilot**: Setting your AI Mode to Copilot means your AI will draft a response for you but will not automatically respond until you approve and send the message. * You can also control the AI Mode for individual chats and channels. Changes made to AI Mode within a chat or channel only apply to that specific chat or channel. **AI Response Threshold** * Set the default AI response threshold for this persona in new workspaces, persona DMs, and new owned channels. The threshold determines whether a response is sent; if it doesn't meet the set threshold, it won't be sent. **Preset Welcome Message** * A preset welcome message is the first message other users will see when they enter Public Chat or engage in a Direct Message with your AI. Messaging Default **Fallback Auto-Reply** * Fallback Auto-Reply defines the default response when the AI doesn't know an answer or it provides a low-confidence reply (personal score). **Default Voice Response Setting** * Default Voice Response allows you to enable or disable the voice response feature for Copilot and Autopilot messages. You can also toggle Voice Response on and off inside each individual chat and direct message. Changes made to Voice Response within a chat or channel only apply to that specific chat or channel. **Reference Documents in Persona DMs** * Allow workspace members to reference a specific document upload when chatting with this persona in Persona DMs using the colon command. This helps narrow the conversation to one document (e.g., “Tell me about :Q4 Financials”). **DM Name Display Preference** * Choose whether your profile name and picture, or the name and photo of this AI persona when it is assigned to a DM, are displayed when sending messages in a DM and in the DM preview. This setting applies to both new and existing DM conversations. **Conversation Starter Preference** * Decide how conversation starters function when clicked for this persona. “Send Immediately” will start the conversation with the pre-written prompt right away. “Edit Before Sending” will fill the message bar with the starter text, allowing you to modify it before sending. Messaging Default # Persona Directives Source: https://docs.personal.ai/documentation/customization/persona-settings Persona Directives are alternate instruction sets that adjust how a single persona responds across different channels or DMs—without needing to create new personas. * To create or edit **persona directives**, go to **Persona Settings** under the **Training Studio** tab. * For example, if you have a custom directive set for a Store Productivity Analyst Persona, you can add additional instructions under Persona Directives by scrolling down in the Persona Settings. * These can be deployed in **DMs** and **Channels** depending on the audience the persona is intended for or the task it needs to handle there. Persona Directive Setting in AI Controls * In DMs, you can assign a **different Persona directive** to each workspace member based on their role and engagement needs with the AI. Persona Directive Setting in AI Controls * Enable this by clicking on the **AI Control** menu in the top right corner, then click **Default AI**, and scroll down to select which persona custom directive to apply. Persona Directive Setting in AI Controls * In **Channels**, these directives are useful if you want to customize each persona's directive based on the purpose of the channel or the audience engaging in it. * Enable this by clicking on the **AI Control** menu in the top right corner, then click **Default AI**, and scroll down to select which persona custom directive to apply. Persona Directive Setting in AI Controls # Publishing Your AI Source: https://docs.personal.ai/documentation/customization/publishing-your-ai Under Persona Settings > Configure > Publishing & Sharing, you can choose your privacy settings to make your persona either discoverable in your workspace or accessible by invite only. Publishing * **Invite Only**: Only people you explicitly invite can view and interact with your persona. It won’t appear throughout your workspace when people search for Personas. Publishing * **Shared**: Your persona is discoverable to others in your workspace. When someone searches in "DM Persona," they’ll be able to find and direct message the persona. Publishing # null Source: https://docs.personal.ai/documentation/getting-started/compliance Personal AI is fully compliant with GDPR and HIPAA, and holds certifications for SOC 2 and ISO 27001. It is securely hosted on Google Cloud, with data encrypted both at rest and in transit. To ensure a secure sign-in experience, Personal AI offers passwordless authentication supported by two-factor authentication (2FA). We maintain full GDPR compliance through comprehensive data protection measures and privacy controls. For Enterprise customers, we offer a robust Data Processing Agreement (DPA) that outlines our commitment to data protection and details our data handling practices in accordance with GDPR requirements. To initiate the DPA signing process or discuss specific data protection needs, please reach out to your Personal AI point of contact, or send us an email at [enterprise-support@personal.ai](mailto:enterprise-support@personal.ai). They will guide you through the process and ensure all necessary documentation is properly executed. How Personal AI collects, uses, and protects personal data. Use of cookies and similar technologies on our platform. Rules and conditions for using Personal AI products and services. Permitted and prohibited behaviors when using our services. Central resource for security, privacy, compliance, and transparency. Third-party vendors authorized to process data on our behalf. Notices about additions or changes to our subprocessors list. How users can access, correct, or delete their personal data. Availability and performance metrics for our systems. ## Frequently Asked Questions We use secure data transmission protocols to encrypt all confidential and sensitive data when transmitted over public networks. Our SSL certificates ensure end-to-end encryption, and we maintain documented cryptography policies that govern all data transmission security measures. Our production systems can only be remotely accessed by authorized employees using multi-factor authentication (MFA). We maintain strict access control policies that document requirements for adding, modifying, and removing user access. All privileged access to critical systems like firewalls and encryption keys is restricted to authorized users with documented business need. We use intrusion detection systems for continuous network monitoring and early detection of potential security breaches. We perform quarterly vulnerability scans on all external-facing systems, with critical and high vulnerabilities tracked to remediation. Our log management tools identify events that could impact our security objectives. Yes, we maintain SOC2 compliance and are working toward ISO 27001 certification. We undergo regular third-party security audits and assessments to ensure we meet industry standards for data protection and security controls. # Introduction Source: https://docs.personal.ai/documentation/getting-started/introduction Welcome to Personal AI's API and Product Docs Hero Light Hero Dark *** ## 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. Create your first AI persona in minutes 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 Easy web content saving and management Train and interact on the go *** ## Best Practices * 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 Source: https://docs.personal.ai/documentation/getting-started/navigating-personal-ai Personal AI's interface is divided into different areas. 1. **Sidebar** - access your AI personas, messages, and channels. 2. **Top bar** - search and access help Main Interface * The My AI tab leads to My Personas, Pinned Personas, and Shared Personas. Main Interface * The **Messages** tab leads to DMs and Channels. Main Interface * In the **Messages** tab, the **All** section displays both DMs and Channels in a single list. Main Interface * The **DMs** tab includes both Persona DMs and direct messages with other members in the workspace. Main Interface * The **Channels** tab includes both shared and private channels. You can also favorite channels to pin them to the top of the list for easy access. # Channel Creation Journey Source: https://docs.personal.ai/documentation/messaging/channel-creation New Channel * To create a new channel, click the pen icon in the **Messages** tab and select **New Channel**. Step 1 * Step 1 is to provide a name for the channel. Step 2 * Step 2 is to select the privacy settings for the channel. They can choose between **Shared**, where anyone in their workspace can join without approval, or **Invite Only**, where only invited users can join. Step 3 * Step 3 is to choose the **Default AI Persona** for the channel. * Once the Persona is selected, it can be set to **Autopilot**, **Co-pilot**, or **Off**. * The user can also adjust the AI Response Threshold before completing the channel setup. Step 3 * Once the channel is created, users can always return to the channel settings to update the initial settings or modify other options. * Under the **About** tab, the channel name and privacy settings can be modified. Channel Default AI * By scrolling down in the **About** tab, the channel description and guidelines can be configured. Channel Default AI * Under the **Default AI** tab, the default AI can be switched. Settings such as AI reply preferences, mention-based responses, default messages, fallback suggestions, voice responses, and AI response threshold can also be configured. Channel Default AI * Advanced settings, including image and voice responses, can also be configured. Channel Default AI * Under the **Personas** tab, additional Personas can be added to the channel to utilize the AI mentions feature. Channel Default AI * Under the **Members** tab, workspace members can be added to the channel. Use the dropdown menu to assign roles; granting a member the **Manager** role allows them to modify channel settings. Channel Default AI * Channel Default AI ### Adding New Members to a Channel - From an Existing Channel * To add a new member to an existing channel, navigate to the button in the top right corner of the channel. Channel Default AI * From this settings page, you can search for or invite members to the existing channel by clicking the message icon next to their name. Channel Default AI * Before inviting a new user to the channel, you can assign their **Persona-level role**, choosing between **Owner**, **Manager**, or **Collaborator**. Channel Default AI ### Adding a User to a Channel - From the User Profile Name * To invite a user to a specific channel, you can also do so directly from their profile page within any DM or channel conversation you have with them. * You can do this by pressing their profile icon and selecting **Invite to Channel**. Channel Default AI * From there, you can view the channels you've joined that are available for adding others. * Select the channel you want to add the user to by clicking the icon next to their name. Channel Default AI * Once the invitation is sent, you will receive a notification confirming that the action is complete. Channel Default AI * The invited user will receive a notification about the channel invite, along with a pending invitation at the top of their channels, where they can accept it. Channel Default AI # null Source: https://docs.personal.ai/documentation/messaging/conversation-starters Conversation starters help bring your personas to life by guiding users toward meaningful, high-value prompts right from the message bar. Conversation Starters * A CEO persona becomes especially useful when paired with tailored conversation starters that guide users toward high-impact interactions. Conversation Starters * To create conversation starters, simply hover over the purple icon located above the message bar. Conversation Starters * Clicking the icon opens a menu where you can add and customize conversation starters. Conversation Starters * You can organize starters by category, with up to three suggested prompts per category. Conversation Starters * For example, a CEO persona might include categories like Strategic Planning, Team Management, and Fundraising, each with three relevant questions. Conversation Starters -Once added, the first 3–4 conversation starters will appear just above the message bar for quick access and one-click sending. Conversation Starters * In your persona settings under "Messaging Defaults," you can choose whether clicking a starter sends it immediately or allows you to review and edit it first, depending on your workflow and preferences. Conversation Starters * You can return at any time to the purple icon to update or refine your conversation starters. # Invite to Chat - Share Persona Settings Source: https://docs.personal.ai/documentation/messaging/invite-to-chat **Invite other users to connect and chat with your Persona** * To invite another user, click the three dots that appear in the top-right corner of your Persona when you hover over it. * Invite users in your workspace to chat with your Persona by searching for their name. * Below the search bar, view a list of users currently shared with your Persona. * From the list, you can also remove users who currently have access to your Persona by clicking the three dots to the right of their name. * You can also view the members you've shared the Persona with under the "Shared with" tab. * If a member attempts to share their Persona by inviting a new user who is not in the workspace, they will be advised to contact the workspace owner to add the user to the platform. * If an admin or owner attempts to share their Persona by inviting someone as a new user, they can enter the person's email address and click "Invite." * A pop-up screen will confirm that the invitation has been sent. * On the People page in Organization Settings, the invitation will appear as 'Pending' until the user accepts it. # Message Bar Features Source: https://docs.personal.ai/documentation/messaging/message-bar-features ### AI Instructions AI Instructions are found in the messaging bar. To use AI Instructions, begin typing in the message bar and you will notice the buttons highlight for your use, which will look like this: AI Instructions ### Draft with my AI Draft With my AI The **Draft with my AI** option will allow you to draft a variety of different types of content using the memories contained in your AI. In the message bar, you can use prompts such as "Draft me an email for..." or "Draft me an excerpt for the book I'm writing about..." or "Give me caption for my Instagram post about...". Once you've decided on a prompt for your draft, click the *Draft with my AI button* and within seconds you will notice a draft created inside the message bar. ### Draft AI Image[](#draft-ai-image) Draft AI Image The **Draft AI Image** option will allow you to convert natural language into an image. Begin typing a complex description in the message bar of what you want the image to be, click the Draft AI Image and within seconds your image will be created in the message bar. See the example picture below: Draft Image Output Red Car The resulting image will be created along with an AI-generated description of the image. ### Describe my Image Describe my Image The **Describe my Image** option generates an AI description of any image of your choosing. You can either upload an image using the file uploader next to the message bar, or paste an image into the message bar. Once you've selected your image, use the AI instructions button to select "Describe my Image". Within seconds and comprehensive description of the image you chose will be generated by AI. See the example below: Describe my Image Output Dodgers Stadium ### Ask ChatGPT[](#ask-chatgpt) Ask ChatGPT Use this option to prompt ChatGPT. A response to your prompt will then be generated by ChatGPT inside the messaging bar. ### Ask Google[](#ask-google) Ask Google Similar to "Ask ChatGPT", the Ask Google button will generate a response to your prompt directly from Google. ### More Messaging Bar Features[](#more-messaging-bar-features) Text Editor Our text editor can be located here on the messaging bar. This text editor can (from right to left) create the following: Bold Text, Text in Italics, and Underline Text. Formatting options include creating a bullet point list and a numbered list. You can also embed links, upload images from your computer, and send emoticons! ### Using Tags in Prompts or Messages You can tag a person included in a channel by typing "@" followed by the person's name. When you type "@" in the messaging bar, you will notice a list of people to choose from, when you begin typing the name it will continue to filter the list. Then click on the name you want.[](#using-tags-in-prompts-or-messages) Using Tags While Messaging You can also use tags in your prompt when talking to your AI. To make reference to specific documents included in your memory, use ":" followed by the title of the document. When you see the document name you want, click on it to make reference to it. Colon Delimiter Once you've selected the document title of your choosing, the reference in the message bar will look like this: Title Reference The exact same method works when making references to tags included in your documents. Just use "#" to make references to tags. ### # Multi-Memory Source: https://docs.personal.ai/documentation/messaging/multi-memory # Channel Multi-Memory With Multi-Memory, your AI Persona delivers seamless, personalized interactions by effortlessly switching contexts, maintaining consistency, and automatically applying relevant information, ensuring natural and efficient communication. Multi Memory **How to Enable Multi-Memory** * To enable this feature, navigate to the desired channel and locate your AI controls in the top-right corner. * Open the Settings tab, scroll down to **Advanced Settings**, and toggle on **Multi-Memory**. Multi Memory **Messaging Using Multi-Memory** * When activated, your Persona accesses the most relevant memories and knowledge for each situation, ensuring it understands the current context of your conversation. * As you chat, it continually updates its understanding, growing smarter with every interaction. Multi Memory # Send New Message Source: https://docs.personal.ai/documentation/messaging/new-message * To send a message to another member within your workspace, simply click on "New Message" to get started. * You can view the list of current members or search for specific individuals in your workspace by entering their name or email address. * To send a message to a Persona, you can select from three tabs: **All**, **Shared**, or **Any Existing Persona**. * The Personas you have access to interact with will display a message icon, while others will show a plus symbol, indicating that you can add them (if you have the necessary access). * To send a message in a channel, click on the channel tab on the left-hand side. * Channels you have access to will display a message icon, while those you don't have access to will show a plus icon. ### New Message - in Channels * To send a message in a **channel** to another member within your workspace, simply click on **New Message** to get started. * You can view the list of current members or search for specific individuals in your workspace by entering their name or email address. * Click the message bubble to the right of the member's name to start a conversation. * To access the option to "Invite to Channel", click the three dots next to the message icon. * Once you've selected a member to invite, you'll be able to view the channels where you can extend an invitation. * The invited members will be able to see the channels they have access to under the "Channels" section. ### **Invite External People by Email (only possible for owners/admins)** * Owners and admins can also invite external users by entering their email addresses. * A pop-up screen will confirm that the invitation has been sent. * On the People page in Organization Settings, the invitation will appear as 'Pending' until the user accepts it. # Profile Page Source: https://docs.personal.ai/documentation/messaging/profile-page ### Enable Persona Chatting on Profile Page * Persona Chatting on the Profile Page lets anyone start a conversation with your Personas—no sign-up required. * Once enabled, visitors to your Profile Page will see the option to "Public Chat." * To turn this on, click Workspace Settings to enable this feature. Toggle "on" on the Profile Page section. Profile Page * After that, go to you Persona Settings, click Configure, and navigate to the Publishing & Sharing section. * From there, you can view your Profile Page and copy the link to share with others. Profile Page * When users navigate to the Profile Page, they can chat with any of the Personas you've made visible through the profile page. Profile Page * Once a user selects a Persona, a chat window with that specific Persona will open. Profile Page Chat DMs * To monitor and manage profile page messages, navigate to the Profile Page Chat DMs under the Messages tab within the Persona you want to view. * From here, you can monitor the responses your AI sends. If the AI is set to Copilot mode, you’ll have the option to approve messages before they’re sent. If you choose to edit a response, the edited version will be reflected on the user’s end as well—just make your changes, and they’ll see the updated message. * Furthermore, just like a regular DM with a contact, the settings you apply in this conversation will function the same way. For example, if you assign a personal score threshold, the user will only see a response when it meets or exceeds that score. So, if your AI isn't responding, make sure it's set to Autopilot and that no threshold is preventing replies. Example Image # null Source: https://docs.personal.ai/documentation/tips-and-tricks/prompting Effective prompting is essential for getting accurate, useful, and consistent responses from your AI Personas in **Personal AI**. This guide outlines best practices, common mistakes, and practical examples to help you optimize prompts for everything from quick queries to complex workflows. Prompting ### Why Prompting Matters AI output quality depends heavily on the input it receives. Clear, structured prompts enable your AI Personas to return focused and actionable responses. * Think of each prompt as a task assigned to a capable assistant: * The clearer the instruction, the better the result. Prompting ### Prompting Guidelines Use the following best practices to improve prompt quality and AI output: #### 1. Be Clear and Specific * Analyze trends in Q1 SaaS churn by customer tier. #### 2. Provide Context * Based on our 2024 customer survey, summarize satisfaction scores by team. #### 3. Break It Into Steps * Step 1: Identify top 3 drivers of churn. * Step 2: Suggest retention strategies. #### 4. Include Examples or Templates * Create a performance review summary like this: \[insert example/template]. #### 5. Set Format Expectations * Give results in a 3-column table: Segment | Conversion Rate | Growth YOY. Prompting ### Prompting Tips for Personal AI Enhance results by applying these additional strategies: **Specify Timeframes** * Compare Q1 and Q2 2025 onboarding completion rates. **Quantify the Ask** * List top 5 insights from customer NPS feedback in Q4 2024. **Define Output Format** * Summarize in bullet points with key metrics bolded. **Set Parameters for Problem-Solving** * Propose 3 solutions to improve employee retention under budget constraints. Prompting ### Common Prompting Issues and Fixes | Issue | Problematic Prompt | Suggested Fix | | ------------------- | -------------------------------------------------------- | ------------------------------------------------------------------ | | **Too Vague** | Help with marketing. | Draft a 3-email campaign targeting first-time users in healthcare. | | **Overloaded** | Write a strategy and compare Q1 and analyze sentiment... | Break the task into multiple focused prompts. | | **Missing Context** | What’s our churn? | What was Q2 2025 churn rate for SMB customers based on CRM data? | Prompting ### Recommendations To help your team get started faster: * Create and share **prompt templates** within your workspace. * Use them as conversation starters or onboarding guides. * Encourage consistent prompting practices across teams. # Referencing Documents Source: https://docs.personal.ai/documentation/tips-and-tricks/tagging-files Personal AI enables seamless interaction with uploaded documents, allowing your AI personas to reference and respond based on specific files — including PDFs, spreadsheets, presentations, and more. This guide outlines how to reference documents effectively using the : (colon) syntax during conversations. Referencing Documents #### Referencing a Specific Document To reference an uploaded file: * Type a colon : anywhere in your message. * A dropdown menu will appear, showing all files associated with the active persona. * Begin typing the name of the file; the list will filter in real time based on your input. * Select the desired file from the filtered list. Referencing Documents * Note: The colon can appear at any point in your message — beginning, middle, or end — and your AI will still correctly identify and use the selected document. Referencing Documents #### Referencing Multiple Files by Keyword To reference multiple files at once: * Type a colon : and enter a keyword (e.g., :price update). * In the dropdown list, select the **top row**. This option aggregates all documents that contain the keyword. * The AI will pull context from all matching files, with relevant terms highlighted in bold for clarity. This method is ideal for gathering information that spans multiple versions or sources (e.g., “price updates” across several monthly reports). Referencing Documents #### Referencing Multiple Documents in One Prompt To use multiple documents in a single input: * Include two (or more) colons in the same message, each referencing a different file. Example: * "Summarize the action items from :March All Hands Meeting Transcript: and rewrite them using our :Follow-Up Email Template:." * This enables the AI to synthesize content from both sources in one response, enhancing output relevance and formatting. Referencing Documents #### Use Cases Here are common situations where referencing documents enhances AI responses. * Data analysis: Reference specific reports or spreadsheets. * Template usage: Pull in formatting or language from pre-approved documents. * Follow-ups: Use past meeting transcripts alongside communication templates. * Context switching: Pull insights from different documents without losing context. By using the colon : syntax, you can precisely control which documents your AI persona references, improving accuracy, efficiency, and context-awareness in every interaction. # null Source: https://docs.personal.ai/documentation/tips-and-tricks/toolbar The document toolbar in Personal AI is designed to streamline your AI training workflows by offering powerful tools for reformatting content, assigning files to personas, and refining memory blocks directly from the editor. This guide outlines how to use each feature effectively. Toolbar #### Toolbar Overview You can access the document toolbar in two primary locations: * Straight from the Upload Library or Memory Upload * Within each uploaded document These tools support core workflows such as formatting content for training, assigning documents to specific AI personas, and enhancing semantic accuracy. Toolbar #### Reformat Tool **Function:** Automatically structures raw content into clear, labeled memory blocks and Q\&A pairs. **How to Use**: 1. Navigate to the **Memory Upload** or **Upload Library** section. 2. Locate the file and click the **purple wand icon** on the file's toolbar. 3. The file will be automatically reformatted—no need to open the text editor. Toolbar **What It Does**: * Transforms free-form content into structured memory blocks. * Organizes data into Q\&A pairs where possible. * Displays a confirmation banner with the option to revert changes. Toolbar * Updated structure is reflected in the Memory Blocks view. Toolbar #### Assign to Persona **Function:** Link uploaded files to one or more AI personas in your workspace. Toolbar **How to Use**: 1. In the document toolbar, click the **three-dot menu** on the right. 2. Select **Assign Persona**. 3. Choose one or more personas to associate with the file. Toolbar **What It Does**: * Enables persona-specific AI training. * Ensures content is routed to the correct AI profile for memory indexing. #### In-Editor AI Training Tools The in-document editor includes a toolbar for AI-powered tools that assist in rephrasing, cleaning, tagging, and structuring content for memory optimization. **Accessing the Tools** **How to Use**: 1. Go to **Persona Settings** > **Memory Upload** or **Upload Library**. 2. Open a file to view it in the document editor. 3. The AI tools toolbar is located at the top of the editor. 4. Highlight any portion of text to activate tools. #### Available Tools **1. Generate Q\&A** **Purpose:** Create question-and-answer pairs from selected content. * **How to Use:** Highlight text > Click the **Q\&A icon**. * **Output:** Preview displays generated Q\&As. * **Actions:** Click **Add Suggestion** to append, or **Copy** to clipboard. Toolbar **2. Rephrase to First Person** **Purpose:** Rewrite text in the first-person voice for personalized AI training. * **How to Use:** Highlight text > Click the **first-person icon**. * **Output:** Preview shows a rewritten version. * **Actions:** Append to the document or copy as needed. Toolbar **3. Clean Text** **Purpose:** Standardize formatting, correct grammar, and remove unwanted characters. * **How to Use:** Highlight text > Click the **Clean Text icon**. * **Output:** Cleaned version appears in preview. * **Actions:** Append or copy cleaned text. Toolbar **4. Generate Hashtags** **Purpose:** Add tags to improve memory indexing and AI search capabilities. * **How to Use:** Highlight text > Click the **Hashtag icon**. * **Output:** Suggested tags appear in preview. * **Actions:** Accept to add tags at the top of the document. Toolbar #### Summary The document toolbar and in-editor tools are essential components for refining your content and training more accurate, persona-specific AI models. Whether you're cleaning imported data, generating structured Q\&A, or assigning files to personas, these features help accelerate your workflow and increase training precision. # Personal AI Chrome Extension Source: https://docs.personal.ai/documentation/training/chrome-extension The Chrome extension is designed to simplify the process of uploading information to your AI's memory while you browse the internet. **The Value of the Personal AI Chrome Extension** * This innovative Chrome extension seamlessly integrates Personal AI capabilities into your web browsing experience. With a simple click, the tool allows you to instantly save web page URLs to your AI's memory, creating a curated knowledge base tailored to your interests and needs. * As you surf the web, you can effortlessly bookmark important articles, websites, research papers, or any other online resources you want your AI Personas to remember and reference in future interactions. * By building this personal repository of web links, you can enhance your AI's understanding of your preferences, work, and learning journey, ultimately leading to more relevant and intuitive AI-powered insights. ### **Installing the New Personal AI Chrome Extension** **Step 1:** Go to [https://personal.ai/chrome](https://personal.ai/chrome) **Step 2:** Click “Add to Chrome”. Add to Chrome **Step 3:** Install the extension by clicking “Add extension”. Add Chrome Extension **Step 4:** Once that is completed, you will see “Installed” in green. Extension Installed **Step 5:** Once installed, you will be notified that it is added to your Chrome. Persona Settings Light **Step 6:** For easy access to our plugin, we recommend pinning our extension to your Chrome toolbar. Simply click the pin icon (highlighted in blue below) next to our extension in the Chrome menu. Once done, you'll see our logo appear on the right side of your search bar. Pin Extension to Chrome Toolbar ### **Using the Personal AI Chrome Extension** Before you begin saving your URLs or uploading files to specific personas, you first need to connect the Chrome extension to Personal AI by adding your API key and a Persona domain name. Connect Chrome Extension to Personal AI * Here’s how it works. Start by navigating to your account setting in Personal AI. * Locate your API Key close to the bottom of the page. Your API key will look something like this: AIzaSyCwEro-FHowsjfe-DyJp3t2E * Copy this API Key and paste it into the field saying “API Key” in your Chrome extension. API Key * Next, you need to locate your Persona Domain Name for the specific Persona you want to save the URL or upload files to. Don’t worry, you only need to complete this step once per persona and the Chrome extension will save the information for the next time you browse the web. * You do this by clicking “Publishing & Sharing” under the Configure tab in Personal AI. Publishing and Sharing * Once you are in the Publishing & Sharing tab, locate the “Brand Page Link” section. * For example: If I would like to save a URL page or upload a file to the “VP of Strategy, Marcus” persona, I would copy the domain “tjxcompanies-marcus.personal.ai” and paste only the “tjxcompanies-marcus” into the field “Domain Name” in the chrome extension. Brand Page Link * Once you are done copying and pasting the API Key and Persona domain name into the Chrome extension, it should look like this: Persona Domain * Remember to press “Save Settings” before you exit the settings page. * If you would like to add multiple personas to the extension, you simply need to copy and paste their Persona domain name into the domain name field. Press the “+” sign to add multiple personas at one time. Always remember to “Save Settings” before exiting the settings page. Add Personas to Extension * You are now ready to save URLs and upload files directly from your Google Chrome browser to your Personal AI Persona! ### **Saving to Your AI Memory: Save URL** * Whenever you browse the web and find something you would like to save, simply click our logo in the Chrome extension section to “Save URL”. * If you have added multiple personas to the extension, you can choose which one you want to save it to by choosing from the list in the “Select a Persona” dropdown menu. * There will be pre-populated titles and hashtags when you add a new URL. If you want to modify either of them, you can edit directly in the Chrome extension before saving to your AI memory. * To add your own tags, simply type in the tag field and hit enter/return on your keyboard for each new tag. Save URL * Once you are done adding tags and selecting your Persona, make sure to hit the “Save to Memory” button. You will be met with this screen, indicating that your file has been successfully saved: Save to Memory * You now have the option to return back to the upload screen or go to Personal AI to see your new memory. ### **Saving to Your AI Memory: Upload Files** * With our Chrome extension, you can also drag and drop any file to quickly save to your AI Memory while browsing the web. * Similarly to the upload URL function, you can select which persona you want to save the file to by choosing from the list in the “Select a Persona” dropdown menu. Upload Files # Processing Data: CSV Source: https://docs.personal.ai/documentation/training/csv-processing ## Tips for Formatting CSVs Before Uploading Here are some possible reasons why the upload might **not** work. * The total # of words in the document is over \~200,000 * The total # of words in a row is over \~500 * The number of columns in the CSV is over \~40-50 columns * The total number of rows in the CSV is over \~10,000 * Cells in the CSV that are empty (this can cause inaccuracy, fill empty cells with "-") * The first row of the CSV is empty * There are multiple tables within one spreadsheet * There are multiple header rows within one spreadsheet * There are images in the spreadsheet * The file is XLSX format and not CSV format ## What happens after the CSV is uploaded? Once the CSV upload is initiated, the file will undergo a preprocessing stage to ensure it's uploaded correctly. Below is a flowchart that outlines how each row is processed, broken down, and populated with natural language. CSV processing Here’s how the CSV is divided into different memory blocks in your memory stack. Each row is assigned its own block, which optimizes data retrieval when querying your spreadsheets. CSV memory blocks # Memory Integrations: Gmail Source: https://docs.personal.ai/documentation/training/gmail The Gmail integration lets you sync emails directly from your inbox, automatically uploading data to your persona. These uploads will update dynamically as you make changes in Gmail labels. * To connect your Gmail, click the purple **Connect** button. Gmail Integration * To log in, you'll be redirected to an authentication pop-up. Follow the prompts to complete the login process and grant access. Gmail Integration * Once connected, you'll be directed to your Gmail, where you can select the labels you'd like to sync to your persona's memory. Gmail Integration * After selecting the labels you want to sync, click **Sync** in the bottom-right corner. Gmail Integration * Once synced, the emails will begin uploading automatically to your persona. Gmail Integration * If you synced a label, any new emails added to it in Gmail will be automatically uploaded to your persona. Gmail Integration * In the top-right corner, you'll see timestamps showing when the last sync occurred and when the next one is scheduled. Gmail Integration # Memory Integrations: Google Drive Source: https://docs.personal.ai/documentation/training/google-drive The Google Drive integration lets you sync files and folders directly from your Google Drive, automatically uploading data to your persona. These uploads will update dynamically as you make changes in Google Drive. * To connect your Google Drive, click the purple **Connect** button. Google Drive Integration * To log in, you'll be redirected to an authentication popup. Follow the prompts to complete the login process and grant access. Google Drive Integration * Once connected, you'll be directed to your Google Drive, where you can select the folders or files you'd like to sync to your persona's memory. Google Drive Integration * After selecting the files or folders you want to sync, click **Sync** in the bottom-right corner. Google Drive Integration * Once synced, the files will begin uploading automatically to your persona. Google Drive Integration * If you synced a folder, any new files added to it in Google Drive will be automatically uploaded to your persona. Google Drive Integration * In the top-right corner, you'll see timestamps showing when the last sync occurred and when the next one is scheduled. Google Drive Integration # Memory Stack Source: https://docs.personal.ai/documentation/training/memory-stack **What is the Memory Stack?** The **Memory Stack** is a collection of all the individual memory blocks created from your uploads. These blocks represent the data and information you've added to your Personal AI through uploads like messages, documents, or account integrations. Over time, this collection grows and becomes the foundation of your AI's performance. Memory Stack ### **Key Features** #### **Persona-Specific Memory Stacks** * **Focused View for Each Persona:** When working within a specific persona, the Memory Stack will only display memory blocks tied to that persona. This gives you a clear view of the information relevant to each persona without mixing in other personas' data. * **Unified View for Primary Persona:** By switching to your **Primary Persona**, you can see the entire collection of memory blocks across all personas. This is especially useful if you want a comprehensive view of all the data your AI has learned. #### **Building Your AI's Knowledge** * **Memory Blocks from Uploads:** Each memory block stems from an upload you've made. This can be a message, a document, an integration, or any other form of content you’ve added. These blocks are stored and organized in the Memory Stack, creating a personalized dataset for your AI. * **Continuous Learning:** The more you add to your Memory Stack, the smarter and more tailored your AI becomes. The information within the Memory Stack helps your AI recall relevant details, make connections, and assist you in more meaningful ways. #### **Exploring Your Memories** You can browse and explore all your recorded memories within the Memory Stack page of your Personal AI. It's a visual representation of everything your AI has learned, organized and filtered by persona for easy navigation. # Memory Upload Source: https://docs.personal.ai/documentation/training/memory-upload The Memory Upload section is where you upload information and data for your AI to process and integrate into its memory. This can include files, URLs, text, or media. Your AI will use this information to improve future interactions, provide more relevant responses, and better understand the specific needs or context of your prompts. [Watch the Loom Video](https://www.loom.com/share/e6847bb9b00749bebf7d7dafb9b036ff?t=0) *** ### Navigating to Memory Upload To upload content to your AI's memory: 1. Go to **My AI**. 2. Navigate to the **Memory Upload** option under the **Train** section in the menu. Navigating Memory Upload *** #### Uploading Content Once in the Memory Upload section, there are multiple options for uploading your data: **1. Files** Upload local files from your computer or device and access your previously uploaded documents. **2. URLs** Add web links for your AI to process and learn from. **3. Text** Manually input text to be stored in your AI’s memory. **4. Media** Upload media content such as images, audio, or videos for your AI to process. # Memory Integrations: OneDrive Source: https://docs.personal.ai/documentation/training/one-drive The OneDrive integration lets you sync files and folders directly from your OneDrive, automatically uploading data to your persona. These uploads will update dynamically as you make changes in OneDrive. * To connect your OneDrive, click the purple **Connect** button. OneDrive Integration * To log in, you'll be redirected to an authentication popup. Follow the prompts to complete the login process and grant access. OneDrive Integration * Once connected, you'll be directed to your OneDrive, where you can select the folders or files you'd like to sync to your persona's memory. OneDrive Integration * After selecting the files or folders you want to sync, click **Sync** in the bottom-right corner. OneDrive Integration * Once synced, the files will begin uploading automatically to your persona. OneDrive Integration If you synced a folder, any new files added to it in OneDrive will be automatically uploaded to your persona. OneDrive Integration In the top-right corner, you'll see timestamps showing when the last sync occurred and when the next one is scheduled. OneDrive Integration # Memory Integrations: Outlook Source: https://docs.personal.ai/documentation/training/outlook The Outlook integration lets you sync emails directly from your inbox, automatically uploading data to your persona. These uploads will update dynamically as you make changes in Outlook labels. * To connect your Gmail, click the purple **Connect** button. Gmail Integration * To log in, you'll be redirected to an authentication pop-up. Follow the prompts to complete the login process and grant access. Gmail Integration * Once connected, you'll be directed to your Outlook, where you can select the folders you'd like to sync to your persona's memory. Gmail Integration * After selecting the folders you want to sync, click **Sync** in the bottom-right corner. Gmail Integration * Once synced, the emails will begin uploading automatically to your persona. Gmail Integration * If you synced a folder, any new emails added to it in Outlook will be automatically uploaded to your persona. Gmail Integration * In the top-right corner, you'll see timestamps showing when the last sync occurred and when the next one is scheduled. Gmail Integration # Training Tools in the Document Editor Source: https://docs.personal.ai/documentation/training/training-tools-in-the-document-editor We now offer training tools inside our document editor. Instead of using Claude 3 separately for basic data cleaning, you can now use training tools fully integrated with Claude 3. ### Accessing Training Tools * To view our training tools, navigate to our **Documents** page located directly underneath the memory stack then click on a document you want to clean or make edits to. * Once you're inside the document editor, highlight any section of text within the editor and you should see the training tools shortcut bar pop up below the highlighted text as shown: Training Tools * Notice the 4 purple icons that show up on the shortcut bar. These are the Claude 3 integrated training tools. ### Generate QnA Generate QnA Tool [](https://app.gitbook.com/o/nbVBaUyixnBYw8JgeVIt/s/dbMN7r709l6jIY1z4OHN/training-your-ai/training-tools-in-the-document-editor#generate-qna) * The first option you will see is the chat icon with the question mark in the middle. This is the "Generate QnA" tool. You can also use the shortcut Crtl+O to use this tool. When selected, you will get a pop-up beneath the highlighted text with a set of Q\&As based on the text you highlighted. See the example below: Generate QnA Example * Notice that the generated Q\&A pops up in another window. You can either click "add suggestion" which will append the QnA to the end of the document without getting rid of the original highlighted text. On the bottom right of the window, you click on this option to simply copy the text to your clipboard. ### Rephrase First Person Rephrase First Person Tool * The next option is to rephrase a highlight set of text into first person. This feature is useful when training an AI that is acting as another version of yourself. Keeping things in first person will help the AI speak to others as *another version of you.* * When selecting this option, a similar event to **Generate QnA** happens as seen below Rephrase First Persona Example * Adding suggestions will append the text to the end of the document without replacing the original text. You can also copy it to your clipboard. ### **Clean Text** Clean Text Tool * The next training tool is our "Clean Text" feature. This feature is useful for eliminating unwanted characters within the text, fixing grammar, as well as many other cleaning options that Claude 3 offers. Clean Text Example * Notice that the selected example text included unwanted characters because the document was converted from a weirdly formatted PDF. These unwanted characters were removed and wordiness was fixed. This will greatly improve the recall accuracy of the AI. Same as before, either add the suggestion to append the text to the end of the document without replacing the original text or copy it to your clipboard. ### Generate Hashtags[](#generate-hashtags) Generate Hashtags Tool * The next training tool offered on our shortcut bar is to Generate Hashtags from the given highlighted text. This feature is useful to add tags to your document which will greatly increase the recall accuracy of the AI. Tags are used by the AI to categorize memory within the document. When a keyword is used in a prompt that matches a tag in a set of documents, the AI will focus on these documents to generate an answer which is how the accuracy is improved. Generate Hashtags Example * Notice that the tags generated are related to the text that was highlighted. When clicking "add suggestion", the tags will be added to the tag section at the top of the document # Memory Upload: Upload Library Source: https://docs.personal.ai/documentation/training/upload-library The **Upload Library** is a centralized space where you can view and manage all the uploads you've made for your various personas. Whether you're working with one persona or across many, the Upload Library helps you keep track of your uploads easily. Upload Library ### **Key Features** #### **Unified Upload History for Primary Persona** * **All Uploads in One Place:** When using your **Primary Persona**, you'll be able to see every upload across all your personas. This provides a complete, unified view of everything you've uploaded, making it easier to manage all your uploads in one location. In the primary you can also filter by persona or personas giving you full control over the history. Upload Library #### **Persona-Specific Upload History** * **Focused View for Each Persona:** When working within a specific persona (other than the Primary), the **Upload History** only shows uploads tied to that individual persona. This allows you to focus on content that’s directly relevant to that persona. * **No Overlap:** Uploads from other personas won’t appear here, ensuring a clean and persona-specific view. #### **Filtering Options** You can filter your uploads by: * **All:** Displays every upload or draft associated with the persona you're currently working in. * **In Memory:** Shows uploads that have been added to memory. * **Drafts:** Lists uploads that were not added to memory (ex: if you X out of a document it will turn into a draft) #### **Upload Dates for Easy Tracking** You can easily see the **upload date** for each item in the Upload Library, making it simple to track when a file was uploaded and find recent uploads. **Search Bar** Use the **search bar** to quickly find older uploads by searching for the **title** of the document. This makes it easy to locate specific uploads, even if they were added a while ago. # Channel Settings for Workspace Members Source: https://docs.personal.ai/documentation/workspace-settings/channel-settings-member ### Channel Settings - Members * **Channel Members** (users who are neither **Owners** nor **Managers**) have **view-only access** to all channel settings. They can see the list of members in the channel but cannot invite new members or make changes to settings. Channel Members for Members ### Channel Settings - Personas * Channel Members can also view and search for **Personas** within the channel. Channel Personas for Members # Channel Settings for Managers Source: https://docs.personal.ai/documentation/workspace-settings/channel-settings-owners Channel settings for **Managers** allow them to manage **Personas, members, and various settings**. ### Channel Settings * To access the channel settings, click the **top right corner** to open **AI controls**. Channel Settings ### Channel Settings - Default AI * From here, you can select which AI should be the **default AI** for the channel. * Below, you can manage the default AI's response settings, including **Autopilot, Co-pilot, or Off**, and enable or disable features such as **reply on mention, default messages, fallback suggestions, and voice responses**. * Additionally, you can adjust the **AI response threshold**, which determines whether the Persona should respond based on the personal score. If the score does not meet the set threshold, the AI will fall back to a preset message instead of generating a response. Default AI ### Channel Settings - Personas * In the next tab, you can access **Persona settings**, where you can find or invite other Personas to join the channel. Channel Persona Setting * Find and invite new Personas by entering their names and clicking **Invite**. Add Persona to Channel * By clicking the three dots next to a Persona's name, you can access additional settings, including managing their **AI mention mode** (Autopilot, Co-pilot, or Off). Channel Settings for Personas * As well as controlling which **Persona directive** it should follow (this setting is only available if the **channel directive** is disabled). Channel Persona Directive ### Channel Settings - Members * In the next tab of **Channel Settings**, you can manage current members, view their details, and invite new members to join the channel. * To manage current members, click the three dots next to their name to **transfer channel ownership** or **assign/reassign their role** as a **Channel Manager**. * When inviting new members, you can assign roles such as **Channel Manager** or **Member**. Hover over the **"i"** symbol to view more details about each role and its permissions. # Create a New Persona & Persona Template Source: https://docs.personal.ai/documentation/workspace-settings/create-new-persona Create New Persona * To create a new Persona, navigate to the **My AI** page and click **Create New** under the Persona section. A pop-up window will appear, prompting you to enter a name and define a role for the Persona. Create New Persona * Next, select an owner for the new Persona. You can assign it to yourself or any other member of your workspace organization. * Use the dropdown menu to browse through the list of eligible members in your workspace. If you select another user to be the owner, they will be prompted to complete the Persona template journey. Create New Persona * If you make yourself the owner, you can either create a custom Persona from scratch or choose from a selection of pre-made Personas depending on the use case. Create New Persona * The Persona template will be automatically pre-filled, with all fields populated based on the name and role you assigned to the persona or selected from the library template. Persona Template * The **Custom Directive** is a detailed guide that defines an AI Persona’s role, behavior, and performance. * To edit specific sections of the directive or any other fields, simply click the pen icon on the right-hand side of the page. Persona Custom Directive * **Persona Guidance** is a resource to help guide you to get the most out of this type of Persona. They are not settings that affect your Persona. Persona Guidance * The **Persona Directive** allows you to create multiple custom directives for your persona. This is useful for deploying the persona across different channels with unique instructions. You'll also be able to enable it in Persona DMs, allowing workspace users to have tailored interactions based on the directive set for them. Persona Directive * Once your new Persona is configured, click "Save" in the bottom right corner. The Persona will then appear among the other Personas. Create New Persona # Delete Owner Account Source: https://docs.personal.ai/documentation/workspace-settings/delete-owner-account If an **Owner** wants to delete their account, they can do so from **Profile Settings** under **Personal Settings**. Profile Settings * Before deleting the account, a confirmation popup will appear, informing you that ownership must be transferred to another user first. Delete Account * Once the **Owner** transfers ownership, they will become an **Admin** and can then proceed to delete their account. After deletion, they will be redirected to the login page. Transfer Ownership # Manage Persona DMs - For Owners & Admins Source: https://docs.personal.ai/documentation/workspace-settings/manage-persona-DM **Admin Settings** * As an admin, you can view the list of users who currently have access to chat with your Persona under the **Admin** section, within the **People** tab. * By clicking the **Persona DMs** dropdown under the **Messages** section, you will see a list of all users who have access to the Persona, along with the messages they have sent. * Click the three dots next to the user's name to open the Persona Name settings. From there, you can adjust settings such as enabling or disabling reply on mention, changing the default message, managing fallback suggestions, and toggling voice response. (Hover over the "i" symbol for more information about each setting.) * You can also adjust the AI response by dragging the slider to control the response when the personal score differs. * You can modify the custom directive for this Persona specifically for this user. * For the invited user, this is what the conversation will look like when they open the Persona DMs. # Permissions and Roles for Persona-Level Settings Source: https://docs.personal.ai/documentation/workspace-settings/persona-level-settings * **Owner Role** serves as the ultimate authority for a Persona. They have full control over all aspects including critical decisions about configuration, access management, and Persona development. Their purpose is to maintain strategic control and ensure the Persona aligns with organizational goals. * **Manager Role** functions like a team leader who handles day-to-day operations. They can train the AI, manage basic settings, and coordinate with collaborators. Their purpose is to maintain regular Rersona operations without having access to critical system changes, making them ideal for departmental or project-level management. * **Collaborator Role** operates as a content contributor with basic access rights. They can help train the AI and view interactions but cannot change settings or manage others. Their purpose is to allow broader team participation in persona development while maintaining security through limited permissions. This three-tier structure ensures efficient workflow management while protecting sensitive persona functions and maintaining clear accountability at each level. See below for what each Persona-role has access to: # Removal of Workspace Member/Admin Source: https://docs.personal.ai/documentation/workspace-settings/removal-of-workspace-member-admin * Under **Organizational Settings**, you can manage **People** settings, including the ability to remove a workspace **Member** or **Admin**. People Settings By clicking the red trash can icon next to a user's name, you can remove them from the workspace. Before deletion, a confirmation popup will appear, warning that this action will: * Permanently delete their Personal AI account * Erase all message history * Remove them from all chats and channels * Delete all associated data This action **cannot** be undone. People Settings * If the user owns a **Persona**, you must assign a new owner before removing them from the workspace. People Settings * If the user owns a **Channel**, you must assign a new owner before removing them from the workspace. People Settings # Settings for Workspace Admins Source: https://docs.personal.ai/documentation/workspace-settings/settings-admin Workspace Admins serve as day-to-day managers who help maintain and organize the workspace. While they can't handle billing or make top-level decisions, they have significant control over member management and workspace customization. They're like team leaders who ensure smooth operations without having financial responsibilities. * Under **Personal Settings**, you can manage your profile settings, including your name, email address, API key, accessibility options, and the option to delete your account. Profle Settings * Under **Organizational Settings**, you can manage **Workspace Management** settings, including the workspace name and logo. Unlike Owners, Admins **cannot** see the option to transfer the workspace to another user or delete the workspace from this section. Workspace Management * Under **Organizational Settings**, you can manage **People** settings, where you can view members' names, email addresses, and their roles within the workspace. People Settings * From there, you can add new members and assign them a role using the dropdown menu. The available roles are **Owner**, **Admin**, and **Member**. Add New Members * You can also update these roles later from the **People** settings page if you need to make any changes. Change Member Roles # Settings for Workspace Members Source: https://docs.personal.ai/documentation/workspace-settings/settings-member Workspace Members are the standard users who can participate in channels, communicate with others, and manage their own created content. They focus on collaboration and communication within the workspace but don't have administrative privileges. Think of them as team members who contribute to the workspace's activities without management responsibilities. * To access your settings, click your icon in the bottom left corner and select **Profile Settings**. Settings * Under **Personal Settings**, you can manage your profile settings, including your name, email address and accessibility options. Profile Settings * Under **Workspace Settings**, you can view and manage your workspace settings, including the logo and workspace name. Workspace Settings # Settings for Workspace Owners Source: https://docs.personal.ai/documentation/workspace-settings/settings-owner Workspace Owners are the highest-level administrators who have complete control over the workspace. They manage the organization's structure, billing, and have full administrative powers. Think of them as the workspace's executive leadership - they make critical decisions about workspace configuration and user management. * Under **Personal Settings**, you can manage your profile settings, including your name, email address, API key, accessibility options, and the option to delete your account. Profle Settings * Under **Organizational Settings**, you can manage **Workspace Management** settings, including the workspace name, logo, and the option to transfer the workspace to another user. You can also delete the workspace from this section. Workspace Management * Under **Organizational Settings**, you can manage **People** settings, where you can view members' names, email addresses, and their roles within the workspace. People Settings * From there, you can add new members and assign them a role using the dropdown menu. The available roles are **Owner**, **Admin**, and **Member**. Add New Members * You can also update these roles later from the **People** settings page if you need to make any changes. Change Member Roles * If the invitee has a **Guest** role, it will also be displayed on the page. Invitee Guest Role # null Source: https://docs.personal.ai/documentation/workspace-settings/share-persona In Personal AI for Enterprise, AI Personas can be shared across teams to support collaborative training and management. Admins can assign access roles to control who can view, chat with, upload data to, or edit a Persona. Permissions can be configured to manage how team members contribute, including uploading training data, refining outputs, and adjusting settings.
Share Persona
Want someone else to help train or interact with a Persona you own? Here’s how to invite them: Share Persona * Hover over the Persona you want to share. * Click the three dots in the top-right corner. * Select "Share Persona." You’ll land on the Chat tab by default, where invited members can start messaging with the Persona. Share Persona To manage training access, switch to the **Train** tab. When inviting someone, you’ll assign them one of two roles: * **Manager**: Can train the Persona, send messages, adjust settings, and add or remove other users. * **Collaborator**: Can contribute by uploading training content and interact with the Persona through messaging. Choose the role that fits the level of access you want to provide. Share Persona Once someone has been added to a Persona, you can update their role anytime: * Navigate to the **Shared With** tab. * Use the dropdown next to their name to switch between Collaborator and Manager. Share Persona Need to revoke access? * From the **Shared With** list, click the three dots next to the user’s name. * Select "Remove" and they’ll immediately lose access to that Persona. Share Persona To hand off control of a Persona: * In the **Shared With** list, click the three dots next to the new owner’s name. * Select "Transfer Ownership." * Confirm in the pop-up window. **Heads up:** This action is permanent. Once transferred, you’ll no longer be able to control that Persona as an owner. Share Persona As the owner of the Persona, this is the sidebar view you'll see in the Message tab, Training Studio, and Configure sections. You have full access to all settings and features because you own the Persona.
Owner View
As a Persona Manager, you have full access to all features **except** viewing the profile page chat and accessing advanced settings such as clearing memories or deleting the Persona.
Manager View
As a Persona Collaborator, you can upload memories and use memory integrations. However, you cannot view the profile page chat, Persona DMs, the memory stack, or the upload library. You also do not have access to any settings under the Configure section.
Collaborator View
# Manage and Transfer Ownership Role of Personas Source: https://docs.personal.ai/documentation/workspace-settings/transfer-ownership If you are an admin, you can manage user ownership of Personas. Here's how to control these settings: * Navigate to **People** settings under **Admin** for the specific Persona you want to manage. * There, you can modify a user's role in the middle section. Use the drop-down menus to transfer ownership or switch their role between Manager and Collaborator. * Additionally, a workspace owner or admin can reassign Persona ownership when removing a user who currently owns it. * A pop-up window will appear, warning that this action is irreversible and that the user will lose the ability to oversee this Persona. # Transfer Ownership of a Workspace Source: https://docs.personal.ai/documentation/workspace-settings/transfer-ownership-owner If an **Owner** wants to transfer ownership to another user in the workspace, they can do so under **Workspace Management** in the **Organizational Settings** page. Profle Settings The owner can select a new user from the dropdown menu within the workspace to assign them the **Owner** role. Profle Settings Before transferring ownership, a confirmation popup will appear asking you to confirm the transfer. Once confirmed, the current **Owner** will be demoted to an **Admin**, and this action **cannot** be undone. Profle Settings After the transfer is completed, a notification will appear in the top right corner, confirming that ownership has been transferred to the new user. The previous owner will no longer have access to **Owner** settings in their account. Profle Settings # Permissions and Roles in Workspace Settings Source: https://docs.personal.ai/documentation/workspace-settings/workspace-settings **Workspace Settings** The Personal AI Workspace includes three roles: * **Workspace Owners** are the highest-level administrators who have complete control over the workspace. They manage the organization's structure, billing, and have full administrative powers. Think of them as the workspace's executive leadership - they make critical decisions about workspace configuration and user management. * **Workspace Admins** serve as day-to-day managers who help maintain and organize the workspace. While they can't handle billing or make top-level decisions, they have significant control over member management and workspace customization. They're like team leaders who ensure smooth operations without having financial responsibilities. * **Workspace Members** are the standard users who can participate in channels, communicate with others, and manage their own created content. They focus on collaboration and communication within the workspace but don't have administrative privileges. Think of them as team members who contribute to the workspace's activities without management responsibilities. Each role is designed to create a clear hierarchy of responsibilities while maintaining security and proper access control within the workspace. See below for what account settings and permissions each role has: Workspace Level # Overview Source: https://docs.personal.ai/release-notes/index See our latest product releases # Welcome to Personal AI Personal AI helps you create and train customized AI personas that learn from your data. Whether you're building for professional use or personal tasks, our platform enables you to develop AI agents that reflect your knowledge and style. ## Latest Updates #### New Features & Enhancements * Clear Formatting in AI Responses: Users can now remove all formatting from AI-generated responses, providing a cleaner and more customizable reading experience. * Terms of Service Agreement Prompt: A new flow requires users to explicitly review and agree to the Terms of Service before continuing. * ID Support for QA Engineers: The application now includes unique IDs to support automated testing and validation by QA engineers. * CropperJS Upgrade: CropperJS was upgraded to resolve breaking changes and maintain compatibility with other components. #### Bug Fixes * Account Name Overlap/Truncation: Fixed an issue where long account names would overlap or become truncated in the UI. * Display Full Email on Unknown Mentions: The mobile view now correctly displays full email addresses when mentioning unrecognized users. * Pagination Loop in Settings > Members/Personas Tab: Resolved an issue that caused an infinite pagination loop in the Settings > Members/Personas tab. * Auto-send Without AI Reply in Conversation Starters: Addressed a problem where messages were being auto-sent without waiting for an AI reply when triggered from the conversation starters. * Pagination Issue in Upload History: Fixed a front-end issue that disrupted pagination in the Upload History view. * WorkspaceID Always Returning 0: The backend now correctly returns the appropriate WorkspaceID, instead of always returning 0. * Duplicate Messaging Route Consolidation: Merged duplicate API routes related to messaging to reduce redundancy and improve maintainability. * Cannot Delete Workspace (Security Fix): A critical bug that prevented workspace deletion has been resolved. * is\_final Not Returned Correctly During Stream: Fixed a backend issue where the is\_final field was not being correctly returned during streaming events. #### New Features * Enhanced New User Experience: New users joining a workspace now see clear call-to-action buttons to start direct messages with members or personas, plus prominent options to join available channels * Updated Invite Flow: Streamlined the workspace invitation process for better user onboarding * Batch Invite to Conversations: Added ability to invite multiple users to conversations simultaneously * Enhanced Message API: User intent is now returned as part of the JSON payload from the message API * Increased Persona Directive Limit: Expanded persona directive limit from previous cap to 20 directives * Data Directives in Persona Settings: New capability to create and manage data directives within persona settings * Batch Memory Processing: Implemented batch processing for memory API across all documents for better efficiency * Package Updates: Updated frontend dependencies and packages * UI Event Tracking: Added UI events integration to notification services * Environment Configuration: Implemented application ROLES environment variable #### Bug Fixes * Persona Creation Fix: Resolved critical issue where personas could not be created due to save functionality not working * Workspace Loading: Fixed workspace loading issues affecting user experience Bug Fixes * Workspace Query Issue: Resolved a bug where the query for fetching available workspaces returned only a single result. Users will now see all workspaces they have access to. * Channel Conversation Starter Persona: Fixed an issue where conversation starters in channels were not using the designated persona. Starters will now properly reflect the assigned persona. * Conversation Starters – Edit Before Send (Channels): Fixed a bug where the "Edit Before Send" option did not apply correctly in channels. * Conversation Starters Overwritten: Addressed an issue where saving a new conversation starter would overwrite previously saved starters. You can now add multiple starters without losing existing ones. * Formatting Issues: HTML formatting is now preserved when conversation starters are shown in the message bar. * Auto-replies: Corrected behavior where messages sent in channels triggered auto-replies in DMs instead of the channel. Backend Changes & Improvements * Feature Flag for Integrations: A new backend-controlled feature flag has been introduced to manage the rollout and availability of integrations. * Account Deletion Restored: Users can once again delete their accounts directly from the Personal AI interface, giving them more control over their data and privacy. * Security Enhancement: Introduced comprehensive audit logging for user and data-related activities to strengthen security and ensure better traceability. #### Improvements * Vertex AI – Switch Anthropic to Vertex AI: Updated Anthropic integration to use Vertex AI for improved performance and reliability. * Toggle to Enable Perplexity Without System Prompt (Research): Introduced a toggle to allow Perplexity to run without a system prompt, supporting more flexible research use cases. * Move Uploads to Blob Storage: Refactored personalai-message-api to store uploads in blob storage instead of memory-apis for better scalability. * Channel Name Format Update: Updated naming convention to use domain name + channel name for clarity and consistency. #### Bug Fixes * Payment Hotfix (Personal Account): Resolved an issue affecting payments for personal accounts. * Assign Person Button Not Working: Fixed a bug where the "Assign Person" button in the file editor was non-functional. * Cannot Search Members When Sharing Persona: Fixed an issue preventing member search when sharing a persona (e.g., inviting to chat or train). * Cannot Invite Pending Member to Channel: Resolved a bug where users couldn’t invite pending members to a channel. * Jump To Not Working: Fixed the "Jump to" functionality that was previously broken. * File Upload Display Bug: Fixed a bug where uploaded files temporarily appeared under the wrong persona’s memory upload section. #### Improvements * AI Persona Indicator: Added an “AI” marker to clearly identify AI personas in DMs. * AI Controls Restored: Re-added AI control on the Public Chat page. * AI Controls Restored: Re-added AI control on the Message AI page. #### Bug Fixes * Default Voice Not Working: Fixed an issue where the default voice setting was not functioning correctly. #### New Features * Enterprise Feature Flag: Introduced a feature flag system for Enterprise-level functionality, enabling more flexible and secure deployment of advanced features. #### Bug Fixes * Primary AI Tagging Issue: Resolved a bug where the Primary AI was unable to tag sub-persona documents within channels. * Customer Login: Enabled and ensured the clear=true parameter in login links executes as expected, resolving multiple customer login issues. #### Bug Fixes * Resolved an issue where the default AI custom directive was not being applied as expected when initializing new sessions. * Fixed a display issue where AI mentions were not showing up in the channel list. Improved sorting logic to ensure proper visibility and ordering. #### User Interface Improvements * Settings Dialog Update: Changed wording in the settings dialog to "Save" and "Discard" for improved clarity * Channel/DM Avatar Optimization: Enhanced the visual representation of avatars in channels and direct messages #### Bug Fixes * All Menu Navigation Issue: Fixed a bug where DMs and channels would disappear due to pagination ordering issues * Channel Directive Character Limit: Increased the character limit for Channel Directives from 1000 characters to 1000 words #### Account Management Enhancements * Log Out Optimization: Improved the logout process to sign users out of all workspaces simultaneously * Existing Email Signup Flow: When users attempt to sign up with an existing email address, the system now pre-fills the account information and redirects to the login page * Workspace Limit Removed: Users can now log in even when they have more than 7 workspaces * Single Login → Multiple Workspace: Implemented a new system allowing users to access multiple workspaces with a single login #### Collaboration Features * External Persona Invites: Non-members invited via Persona are now automatically invited as Collaborators #### Bug Fixes * Fixed webhook trigger for Copilot functionality * Resolved issue preventing file uploads to personas * Fixed Upload Library loading problems * Restored search functionality in Upload History * Fixed SMS functionality for Public Channels * Corrected persona default settings - new personas will no longer default to Copilot * Fixed missing domain\_name at channel creation - domain name will now display correctly under channel name * Fixed issue where invited members to Persona DMs appeared disabled in Owner View * Resolved error when deleting Persona Memory * Fixed empty My AI list for Workspace Members/Guests * Corrected issue where Default AI was not displaying for Channels * Fixed POST /document API to properly return results #### Improvements * Removed Journey pop-up blocker * Set Primary directive as the default for newly created channels * Updated 11Labs to use Flash model #### Bug Fixes * Backward Compatibility for Primary AI: Restored compatibility with previous versions of the Primary AI system. * Webhook for Copilot: Fixed the webhook integration issue that was preventing Copilot from receiving proper notifications. * JSON Uploader Support: Implemented support for JSON file uploads that was previously failing. * AI Message Context: Resolved an issue where AI messages were not maintaining context from previous interactions. #### Bug Fixes * Fixed output issues on Batch messaging * Resolved problems with Colon Reference documents * Fixed visibility issue where Co-pilot was only visible to workspace owners and not persona owners * Improved accessibility for Public Chat feature #### Personal AI Enterprise * Introduces shared Workspaces for organizations * Enables unified AI personas, communication, and training * Supports collaborative workflows, cross-functional insights, and centralized management #### Workspace Roles * Four roles: Owner, Admin, Member, Guest * Owner: full control, including payments and visibility across personas * Admin: manage workspace and promote members * Member: create channels and interact with shared personas * Guest: limited access, cannot manage personas or settings * Roles managed under “People” tab in Organization Settings #### Persona Templates * Launches pre-built templates for common use cases across industries * Natural language input auto-generates persona instructions, use cases, tasks, and uploads * Includes directive alternatives and AI-generated guidance * One-click regenerate button to refine and iterate quickly #### Persona Collaboration Roles * Three levels: Owner, Manager, Collaborator * Owner: full access and ability to assign roles * Manager: all permissions except deletion and critical config * Collaborator: training access only, cannot edit configuration or share settings * Access granted via “Share Persona” button or from Training Studio > Admin #### Persona DMs * Private, one-on-one chats with AI personas * Separate from group DMs and shared channels * Useful for focused collaboration with internal or external stakeholders * Invite via “Invite to Chat” tab on persona cards * Persona owners can monitor and review training from these chats #### New Message Menu * Redesigned message menu includes three tabs: Members, Personas, Channels * Members tab: start DMs with people in the workspace * Personas tab: start DMs with shared personas * Channels tab: view and join shared channels * Improves discoverability and simplifies navigation ##### Redefined Directives * Directives now split into Persona Directives and Channel Directives * Persona Directives: alternate instruction sets for different contexts or users * Configured in AI Controls within DMs or Channels * Channel Directives: universal behavior rules across all personas in a channel * Ensures consistent tone, focus, and task execution regardless of who responds #### New Features * Enhanced QnA Generation * Added title as metadata when generating QnA * Provides improved context for AI processing * Results in more accurate and relevant responses Expanded AI Service Support * Added support for Perplexity Deep Research * Integrated Claude 3.7 capabilities * Broadens available AI tools for more comprehensive results #### New Features Channel Details Button * Added a new 'Channel Details' button on the right side of the screen, adjacent to AI tools * Provides easy access to channel information and descriptions, improving navigation and context awareness for users #### Bug Fixes AI Stacking Issues * Fixed a critical issue with memory stacking in multi-AI channels * Channel owners' stacked memories now correctly route to their default AI instead of their primary AI * Ensures proper memory management and AI interaction Chat List Behavior * Resolved an issue where selecting AI tools didn't update chat list positioning * Clicking an AI tool now properly bumps the associated chat to the top of the list * Improves chat organization and user experience by maintaining expected conversation order #### New Features HIPAA Compliance * Personal AI has achieved HIPAA compliance certification, enabling secure handling of protected health information * This milestone opens up new opportunities for medical and healthcare use cases * Healthcare providers can now leverage Personal AI while maintaining regulatory compliance Memory API Endpoint Update * Implemented new endpoint for Memory API functionality #### Bug Fixes AI Settings Update * Fixed delayed settings update when switching AI * Settings call now executes immediately upon AI switch * AI picture now updates correctly in pilot modes AI Threshold Configuration * Resolved issue where AI threshold was incorrectly set to -1 during channel creation * System now properly respects user-defined threshold settings * Default threshold behavior has been corrected #### Security Enhancements * API Key Management * Migrated Notification/Firebase API key to environment variables * Enhanced security through proper credential management * Reduced risk of exposed API keys in codebase #### Sitemap Upload Support * Upload entire website content structures via a single URL. * Import website content in bulk using sitemap URLs. * Filter content using “Select All” or choose specific pages. * Monitor imports through the Upload Library interface. * Ideal for research and analysis tasks. * **Example**: Input an investor relations URL to collect financial reports, media releases, and corporate presentations. #### Persona Settings Migration * Moved Persona Settings from Configure tab to Training Studio for better workflow. * Consolidated all Persona management tools in Training Studio. * Unified access to memory uploads and training configurations. * Enhanced navigation efficiency and streamlined user experience. #### Enhanced Email Memory Integration * Improved email processing with metadata extraction. * Advanced formatting for full email thread context. * Captures sender, recipient, CC, body, and signature information. * Enables better conversation analysis and participant tracking. * For detailed documentation, refer to \[LINK]. #### AI Mentions Channel Integration * Introduced new API endpoints for AI Mentions functionality within channels. * Developers can now implement AI Mentions across channel communications. #### Priority Queue Management * Implemented a priority queueing system for memory uploads at the consumer level. #### SMS Thread Memory * Added memory for SMS conversation threads. * Maintains conversation history between AI and users across multiple interactions. * Enables more contextual and personalized responses in follow-up conversations. #### Enhanced Channel Creation Flow * Redesigned channel creation into a clear three-step process: * Channel naming * Privacy configuration (private, shared, or public) * AI profile configuration (AI Profile Setting, AI Mode, and Threshold) * All settings remain editable after creation. #### UI Improvements * Updated Personal Score display to show “Personal Score Unavailable” when no memory is linked. * Provides a more accurate representation of scores and eliminates misleading percentage displays. ## Questions? Our support team is here to help you succeed with Personal AI. Browse our [documentation](/documentation), join our [community](https://community.personal.ai), or [contact support](mailto:support@personal.ai) for assistance. # April Source: https://docs.personal.ai/release-notes/updates/april ## New Features **Personal AI Enterprise** * Introduces shared Workspaces for organizations * Enables unified AI personas, communication, and training * Supports collaborative workflows, cross-functional insights, and centralized management **Workspace Roles** * Four roles: Owner, Admin, Member, Guest * Owner: full control, including payments and visibility across personas * Admin: manage workspace and promote members * Member: create channels and interact with shared personas * Guest: limited access, cannot manage personas or settings * Roles managed under “People” tab in Organization Settings **Persona Templates** * Launches pre-built templates for common use cases across industries * Natural language input auto-generates persona instructions, use cases, tasks, and uploads * Includes directive alternatives and AI-generated guidance * One-click regenerate button to refine and iterate quickly **Persona Collaboration Roles** * Three levels: Owner, Manager, Collaborator * Owner: full access and ability to assign roles * Manager: all permissions except deletion and critical config * Collaborator: training access only, cannot edit configuration or share settings * Access granted via “Share Persona” button or from Training Studio > Admin **Persona DMs** * Private, one-on-one chats with AI personas * Separate from group DMs and shared channels * Useful for focused collaboration with internal or external stakeholders * Invite via “Invite to Chat” tab on persona cards * Persona owners can monitor and review training from these chats **New Message Menu** * Redesigned message menu includes three tabs: Members, Personas, Channels * Members tab: start DMs with people in the workspace * Personas tab: start DMs with shared personas * Channels tab: view and join shared channels * Improves discoverability and simplifies navigation **Redefined Directives** * Directives now split into Persona Directives and Channel Directives * Persona Directives: alternate instruction sets for different contexts or users * Configured in AI Controls within DMs or Channels * Channel Directives: universal behavior rules across all personas in a channel * Ensures consistent tone, focus, and task execution regardless of who responds ## Bugs * Fixed output issues on Batch messaging * Resolved problems with Colon Reference documents * Fixed visibility issue where Co-pilot was only visible to workspace owners and not persona owners * Improved accessibility for Public Chat feature * Restored compatibility with previous versions of the Primary AI system. * Fixed the webhook integration issue that was preventing Copilot from receiving proper notifications. * Implemented support for JSON file uploads that was previously failing. * Resolved an issue where AI messages were not maintaining context from previous interactions. * Fixed webhook trigger for Copilot functionality * Resolved issue preventing file uploads to personas * Fixed Upload Library loading problems * Restored search functionality in Upload History * Fixed SMS functionality for Public Channels * Corrected persona default settings - new personas will no longer default to Copilot * Fixed missing domain\_name at channel creation - domain name will now display correctly under channel name * Fixed issue where invited members to Persona DMs appeared disabled in Owner View * Resolved error when deleting Persona Memory * Fixed empty My AI list for Workspace Members/Guests * Corrected issue where Default AI was not displaying for Channels * Fixed POST /document API to properly return results ## Improvements * Removed Journey pop-up blocker * Set Primary directive as the default for newly created channels * Updated 11Labs to use Flash model # null Source: https://docs.personal.ai/release-notes/updates/february ### **New Features** **HIPAA Compliance** * Personal AI has achieved HIPAA compliance certification, enabling secure handling of protected health information * This milestone opens up new opportunities for medical and healthcare use cases * Healthcare providers can now leverage Personal AI while maintaining regulatory compliance **Memory API Endpoint Update** Implemented new endpoint for Memory API functionality * API documentation available at: [Memory API Documentation](https://postman.personal.ai/#4f4deb74-5847-4c3c-a44d-80c47e76c7cc) **Channel Details Button** * Added a new 'Channel Details' button on the right side of the screen, adjacent to AI tools * Provides easy access to channel information and descriptions, improving navigation and context awareness for users ### **Bug Fixes** **Channel Journey UI Improvements** Two critical UI issues have been addressed in the Channel Journey: 1. AI Settings Update * Fixed delayed settings update when switching AI * Settings call now executes immediately upon AI switch * AI picture now updates correctly in pilot modes 1. AI Threshold Configuration * Resolved issue where AI threshold was incorrectly set to -1 during channel creation * System now properly respects user-defined threshold settings * Default threshold behavior has been corrected **AI Stacking Issues** * Fixed a critical issue with memory stacking in multi-AI channels * Channel owners' stacked memories now correctly route to their default AI instead of their primary AI * Ensures proper memory management and AI interaction **Chat List Behavior** * Resolved an issue where selecting AI tools didn't update chat list positioning * Clicking an AI tool now properly bumps the associated chat to the top of the list * Improves chat organization and user experience by maintaining expected conversation order # ### **Security Enhancements** **API Key Management** * Migrated Notification/Firebase API key to environment variables * Enhanced security through proper credential management * Reduced risk of exposed API keys in codebase # null Source: https://docs.personal.ai/release-notes/updates/january ### **Sitemap Upload Support** Upload entire website content structures through a single URL, streamlining the AI Persona knowledge-building process. * Import website content in bulk using sitemap URLs * Filter content through "Select All" functionality or choose specific pages * Monitor all imports through the Upload Library interface * Ideal for comprehensive research and analysis tasks Example use case: Input an investor relations URL to automatically collect financial reports, media releases, and corporate presentations. ### **Persona Settings Migration** Relocated Persona Settings from the Configure tab to Training Studio for improved workflow organization. * Consolidated all Persona management tools in Training Studio * Unified access to memory uploads and training configurations * Enhanced navigation efficiency * Streamlined user experience ### **Enhanced Email Memory Integration** Upgraded email processing capabilities with comprehensive metadata extraction. * Advanced formatting for complete email thread context * Captures sender and recipient information * Preserves CC data * Maintains email body and signature integrity * Enables more accurate conversation analysis and participant tracking ### **AI Mentions Channel Integration** * Introduced new API endpoints enabling AI Mentions functionality within channels * Developers can now access and implement AI Mentions across channel communications ### **Priority Queue Management** * Implemented consumer-level priority queueing system for memory uploads ### **SMS Thread Memory** * Added conversation thread memory for SMS channels * Maintains conversation history between AI and users across multiple interactions * Enables more contextual and personalized responses in follow-up conversations ### **Enhanced Channel Creation Flow** The channel creation process has been redesigned into a clear three-step journey: 1. Channel naming 2. Privacy configuration (private, shared, or public) 3. AI profile configuration (AI Profile Setting, AI Mode, and Threshold) * All settings remain editable after channel creation ### **UI Improvements** * Updated Personal Score display to show "Personal Score Unavailable" instead of "5%" when no memory is linked to the output * Provides more accurate representation of scores * Eliminates potentially misleading percentage displays # null Source: https://docs.personal.ai/release-notes/updates/july #### New Features * Enhanced New User Experience: New users joining a workspace now see clear call-to-action buttons to start direct messages with members or personas, plus prominent options to join available channels * Updated Invite Flow: Streamlined the workspace invitation process for better user onboarding * Batch Invite to Conversations: Added ability to invite multiple users to conversations simultaneously * Enhanced Message API: User intent is now returned as part of the JSON payload from the message API * Increased Persona Directive Limit: Expanded persona directive limit from previous cap to 20 directives * Data Directives in Persona Settings: New capability to create and manage data directives within persona settings * Batch Memory Processing: Implemented batch processing for memory API across all documents for better efficiency * Package Updates: Updated frontend dependencies and packages * UI Event Tracking: Added UI events integration to notification services * Environment Configuration: Implemented application ROLES environment variable * Clear Formatting in AI Responses: Users can now remove all formatting from AI-generated responses, providing a cleaner and more customizable reading experience. * Terms of Service Agreement Prompt: A new flow requires users to explicitly review and agree to the Terms of Service before continuing. * ID Support for QA Engineers: The application now includes unique IDs to support automated testing and validation by QA engineers. * CropperJS Upgrade: CropperJS was upgraded to resolve breaking changes and maintain compatibility with other components. #### Bug Fixes * Persona Creation Fix: Resolved critical issue where personas could not be created due to save functionality not working * Workspace Loading: Fixed workspace loading issues affecting user experience * Account Name Overlap/Truncation: Fixed an issue where long account names would overlap or become truncated in the UI. * Display Full Email on Unknown Mentions: The mobile view now correctly displays full email addresses when mentioning unrecognized users. * Pagination Loop in Settings > Members/Personas Tab: Resolved an issue that caused an infinite pagination loop in the Settings > Members/Personas tab. * Auto-send Without AI Reply in Conversation Starters: Addressed a problem where messages were being auto-sent without waiting for an AI reply when triggered from the conversation starters. * Pagination Issue in Upload History: Fixed a front-end issue that disrupted pagination in the Upload History view. * WorkspaceID Always Returning 0: The backend now correctly returns the appropriate WorkspaceID, instead of always returning 0. * Duplicate Messaging Route Consolidation: Merged duplicate API routes related to messaging to reduce redundancy and improve maintainability. * Cannot Delete Workspace (Security Fix): A critical bug that prevented workspace deletion has been resolved. * is\_final Not Returned Correctly During Stream: Fixed a backend issue where the is\_final field was not being correctly returned during streaming events. # null Source: https://docs.personal.ai/release-notes/updates/june #### Improvements * Vertex AI – Switch Anthropic to Vertex AI: Updated Anthropic integration to use Vertex AI for improved performance and reliability. * Toggle to Enable Perplexity Without System Prompt (Research): Introduced a toggle to allow Perplexity to run without a system prompt, supporting more flexible research use cases. * Move Uploads to Blob Storage: Refactored personalai-message-api to store uploads in blob storage instead of memory-apis for better scalability. * Channel Name Format Update: Updated naming convention to use domain name + channel name for clarity and consistency. * Account Deletion Restored: Users can once again delete their accounts directly from the Personal AI interface, giving them more control over their data and privacy. * Security Enhancement: Introduced comprehensive audit logging for user and data-related activities to strengthen security and ensure better traceability. * Feature Flag for Integrations: A new backend-controlled feature flag has been introduced to manage the rollout and availability of integrations. #### Bug Fixes * Payment Hotfix (Personal Account): Resolved an issue affecting payments for personal accounts. * Assign Person Button Not Working: Fixed a bug where the "Assign Person" button in the file editor was non-functional. * Cannot Search Members When Sharing Persona: Fixed an issue preventing member search when sharing a persona (e.g., inviting to chat or train). * Cannot Invite Pending Member to Channel: Resolved a bug where users couldn’t invite pending members to a channel. * Jump To Not Working: Fixed the "Jump to" functionality that was previously broken. * File Upload Display Bug: Fixed a bug where uploaded files temporarily appeared under the wrong persona’s memory upload section. * Workspace Query Issue: Resolved a bug where the query for fetching available workspaces returned only a single result. Users will now see all workspaces they have access to. * Channel Conversation Starter Persona: Fixed an issue where conversation starters in channels were not using the designated persona. Starters will now properly reflect the assigned persona. * Conversation Starters – Edit Before Send (Channels): Fixed a bug where the "Edit Before Send" option did not apply correctly in channels. * Conversation Starters Overwritten: Addressed an issue where saving a new conversation starter would overwrite previously saved starters. You can now add multiple starters without losing existing ones. * Formatting Issues: HTML formatting is now preserved when conversation starters are shown in the message bar. * Auto-replies: Corrected behavior where messages sent in channels triggered auto-replies in DMs instead of the channel. # null Source: https://docs.personal.ai/release-notes/updates/march ### New Features * Enhanced QnA Generation * Added title as metadata when generating QnA * Provides improved context for AI processing * Results in more accurate and relevant responses ### Expanded AI Service Support * Added support for Perplexity Deep Research * Integrated Claude 3.7 capabilities * Broadens available AI tools for more comprehensive results # null Source: https://docs.personal.ai/release-notes/updates/may #### User Interface Improvements * Settings Dialog Update: Changed wording in the settings dialog to "Save" and "Discard" for improved clarity * Channel/DM Avatar Optimization: Enhanced the visual representation of avatars in channels and direct messages * Unified Messaging: Combined Persona DMs with standard DMs for a more cohesive user experience. * Streamlined Navigation: Removed the "More" button from both DMs and Channels to simplify the interface. * AI Persona Indicator: Added an "AI" marker to clearly identify AI personas in DMs. * AI Controls Restored: Re-added AI control on the Public Chat page. * AI Controls Restored: Re-added AI control on the Message AI page. #### Bug Fixes * All Menu Navigation Issue: Fixed a bug where DMs and channels would disappear due to pagination ordering issues * Channel Directive Character Limit: Increased the character limit for Channel Directives from 1000 characters to 1000 words * Resolved an issue where the default AI custom directive was not being applied as expected when initializing new sessions. * Fixed a display issue where AI mentions were not showing up in the channel list. Improved sorting logic to ensure proper visibility and ordering. * Primary AI Tagging Issue: Resolved a bug where the Primary AI was unable to tag sub-persona documents within channels. * Customer Login: Enabled and ensured the clear=true parameter in login links executes as expected, resolving multiple customer login issues. * Default Voice Not Working: Fixed an issue where the default voice setting was not functioning correctly. #### Account Management Enhancements * Log Out Optimization: Improved the logout process to sign users out of all workspaces simultaneously * Existing Email Signup Flow: When users attempt to sign up with an existing email address, the system now pre-fills the account information and redirects to the login page * Workspace Limit Removed: Users can now log in even when they have more than 7 workspaces * Single Login → Multiple Workspace: Implemented a new system allowing users to access multiple workspaces with a single login #### New Features * External Persona Invites: Non-members invited via Persona are now automatically invited as Collaborators * Enterprise Feature Flag: Introduced a feature flag system for Enterprise-level functionality, enabling more flexible and secure deployment of advanced features.