Personalization

Personalization lets you add a short form of questions to a Suite. Your users answer them once, and every Agent in the Suite (including Agent steps inside Flows) receives those answers as background about the person it is talking to. Your users get tailored results without repeating themselves in every conversation.

Personalization forms are available on the Pro and Agency plans.

How it works

Each answer reaches the Agent together with the question it answers. If you ask What is your profession? and a user answers Dentist, the Agent knows it is talking to a dentist and tailors its examples and advice to that, without being asked to check the form.

For example, imagine a marketing Suite with three Agents: a blog writer, a social caption writer, and an email drafter. If you ask for Brand voice, Target audience, and Industry, all three Agents use those answers to shape their output, and your users never have to type that information into a prompt.

Setting up the form

1. Open your Suite from the Suites page.
2. Go to the Personalization Form tab.
3. Click Add field.
4. For each question, fill in:
   • Label: the question your users see, for example "What do you do?". Write it as a clear question, because the Agent reads the label alongside the answer.
   • Type: Short text for a single line, Long text for a paragraph, or Select for a fixed list of choices.
   • Options (Select only): the choices, separated by commas.
   • Required: turn this on for questions every user should answer.
5. Click Save fields.

Keep the form short. Every extra question is one more thing your users have to fill in, so focus on the answers that will change the output the most.

Where answers apply

Every question applies to the whole Suite: each Agent in the Suite receives every answer. There is no per-Agent or per-Flow setting. If some context only matters to one Agent, put it in that Agent's instructions instead.

Answers belong to each user and to each Suite. A user who has access to two Suites answers each Suite's form separately.

If you share a Suite through a Portal, the Portal's own onboarding questions are added to the same context, so an Agent sees both sets of answers.

How your users fill it in

When your users open the Suite, a person icon appears next to the search bar. Clicking it opens the Personalization panel, where they answer your questions and can come back to change their answers at any time. The panel appears for signed-in users only.

Example: a marketing Suite

Suppose you build a marketing Suite called "Content Studio" with five Agents. You add three questions:

• What is your brand's tone? (Short text), for example: professional, casual, playful.
• Who are you creating content for? (Long text), for example: small business owners, developers, parents.
• What industry are you in? (Select) with the options SaaS, E-commerce, Healthcare, Other.

Once a user answers these, the blog writer drafts in the right voice, the social caption writer targets the right audience, and the email drafter uses the right industry terms, 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.