Memory and Custom Instructions

The AI Assistant gets smarter the more you use it. It has two systems that make it feel like working with a colleague who knows your preferences: auto-learning memory and custom instructions.

Auto-learning memory

As you chat with the assistant, it automatically picks up on important details and preferences from your conversations. For example:

• The areas you frequently create content about

• Your preferred writing style or tone

• Your favourite image styles and aspect ratios

• Common property types you deal with

• Client communication preferences

The assistant learns from patterns in your usage over time. For example, if you consistently choose "Abstract Growth" style images, it will start defaulting to that style. Preferences are confirmed after being observed at least three times, so a single choice does not lock anything in.

How it works

• Memories are extracted from your conversations automatically after you finish chatting

• They are classified by topic (e.g. "market knowledge", "style preference", "area focus")

• Usage patterns (image style, post style, aspect ratio) are tracked as tallies that build over time

• When you start a new conversation, relevant memories are retrieved to provide context

• You do not need to repeat yourself, the assistant remembers

Viewing your learned preferences

Go to User Settings > AI Assistant to see what the assistant has learned about you. This includes:

• Your preferred post writing style (e.g. "Usually writes Short & Punchy posts")

• Your preferred image style (e.g. "Prefers Abstract Growth style images")

• Your preferred aspect ratio (e.g. "Usually uses 4:5 aspect ratio")

• Location preferences and other details picked up from conversations

You can delete any learned preference from this screen if it is wrong or outdated.

Telling the assistant to remember something

You can explicitly tell the assistant to remember a preference by saying things like "remember that I always want...", "from now on...", or "I prefer...". The assistant will confirm it has saved the preference immediately.

Privacy

• Memories are scoped to your individual profile, not shared across team members

• They are stored securely in your workspace database

• Memory content is never used to train external AI models

Custom instructions

Custom instructions let you tell the assistant how you want it to behave. Think of it as a permanent briefing that applies to every conversation.

Setting custom instructions

1. Go to User Settings (click your profile icon, then "User settings")

2. Find the AI Assistant section

3. Enter your custom instructions in the text field

4. Save

What to include

Good custom instructions might cover:

• Your role and agency: "I am a senior negotiator at Smith & Co in Brentwood, Essex"

• Tone preferences: "Write in a friendly, professional tone. Avoid jargon"

• Content style: "Keep social media captions under 150 words. Always include a call to action"

• Local knowledge: "Our main areas are Brentwood, Chelmsford, and Billericay"

• Formatting: "Use bullet points for property features. Always mention the asking price"

Tips

• Be specific, vague instructions like "be helpful" do not change behaviour meaningfully

• Focus on preferences that apply to most conversations

• You can update your instructions at any time

• Custom instructions and auto-learned memories work together, instructions set the rules, memories provide the context

Toggling memory

You can enable or disable the auto-learning memory feature in your User Settings. When disabled:

• The assistant will not extract or store new memories

• Existing memories are preserved but not used

• The assistant still works, just without personalisation context