Personalization

Personalization lets you define custom fields that your users fill in once, and every Flow in the Suite uses that information as context. This means your Flows can produce more relevant, tailored results without your users having to repeat themselves in every Flow.

How it works

When a user opens your Suite for the first time, they can go to Settings within the Suite and fill in their personalization fields. These values are then passed to the AI behind every Flow in the set, giving it background context about the user.

For example, imagine you have a marketing Suite with three Flows: a blog post writer, a social media caption generator, and an email drafter. If you add personalization fields for Brand Voice, Target Audience, and Industry, every Flow in the set will use those values to shape its output - without the user needing to type that information into each Flow separately.

Setting up personalization fields

1. Open your Suite from the Suites page.
2. Go to the Settings tab.
3. Find the Personalization section.
4. Click Add Field.
5. For each field, fill in the following:
   • Name - A label for the field (for example, "Company Name" or "Preferred Tone").
   • Type - The kind of input (text, dropdown, etc.).
   • Description - A short hint to help your users understand what to enter.
6. Click Save when you are done.

You can add as many fields as you need. Keep in mind that the more fields you add, the more your users need to fill in - so focus on the ones that will have the biggest impact on Flow quality.

Field scope

Personalization fields can have different scopes that control where they are used:

• Flow-only - The field is available to a specific Flow within the Suite. Use this for context that only matters for one particular Flow.
• Suite-wide - The field is shared across all Flows in the Suite. This is the most common option and the best choice for things like company name, industry, or tone.
• Global - The field carries across all Suites that the user has access to. Useful for universal preferences that apply everywhere.

Example: a marketing Suite

Here is a practical example of personalization in action:

Suppose you build a marketing Suite called "Content Studio" with five Flows inside it. You add three personalization fields:

• Brand Voice (Suite-wide) - "Describe your brand's tone. For example: professional, casual, playful."
• Target Audience (Suite-wide) - "Who are you creating content for? For example: small business owners, developers, parents."
• Industry (Suite-wide) - "What industry are you in? For example: SaaS, e-commerce, healthcare."

When a user opens your Suite and fills in these fields, every Flow in the set automatically uses that context. The blog post writer drafts articles in the right voice, the social media Flow targets the right audience, and the email drafter uses the correct industry terminology - all without the user repeating themselves.

Next steps

With personalization set up, your Suite is ready to deliver a polished experience. Head over to Sharing and Embedding to learn how to get your Suite in front of users.