Personal Preferences and Memory Settings

Personal Preferences and Memory Settings let Analytics Agent remember how you prefer to work. They eliminate the need to repeatedly explain your preferred answer style, chart style, or communication habits in every conversation.

For example, if you want Agent to use a particular color palette, title style, or presentation format by default when creating charts, save that requirement as a personal preference. Agent can then refer to the preference in later conversations, reducing repeated instructions.

⚠️ Note: Personal preferences are suitable only for recording individual habits. Do not use them for business definitions that apply to a team. Maintain shared knowledge, such as metric definitions, business rules, and term explanations, in the Knowledge Base.

What Problems This Feature Helps You Solve

Scenario	Example	Value
Chart-style preferences	You prefer charts that use green tones and concise titles by default.	Generated charts better match your presentation preferences.
Response-language preferences	You prefer responses in Chinese or in a more conversational style by default.	You do not need to repeat language requirements for every question.
Analysis-explanation preferences	You prefer responses to present the conclusion first, then explain the reasons.	The response structure better matches how you read and use analysis.
Personal areas of focus	You frequently focus on a particular region, store, or product.	You can provide less background in later questions.

How Personal Preferences Differ from the Knowledge Base

Type	Best for recording	Typical content
Personal preferences	Individual habits that affect only your own experience.	Chart styles, response language, presentation preferences, and personal areas of focus.
Knowledge Base	Shared business knowledge for a team and analytics domain.	Metric definitions, business terms, policy documents, data dictionaries, and product documentation.

If content represents only your personal preference, save it in Personal Preferences. If it needs to be used by team members in the same analytics domain, maintain it in the Knowledge Base.

Opening Personal Preferences

Open an Analytics Agent conversation.
Click the Personal Preferences icon next to the input box.
Open the Personal Preferences panel.

Viewing Personal Memory

In the Personal Preferences panel, you can view saved memory. The page groups memory by type, such as personal preferences and language preferences.

Use the search box to quickly find a specific item when you have many saved memories.

Adding a Personal Preference

Open the Personal Preferences panel.
Click Add Preference.
Enter a preference title and content.
After you save it, Analytics Agent can refer to the preference in later conversations.

Make preferences specific. For example:

When creating trend charts, prefer line charts.
Use green tones for charts whenever possible, and keep titles concise.
Present the conclusion first, then provide reasons and recommendations.
Unless otherwise specified, respond in Chinese by default.

Managing Personal Memory

From the Personal Preferences panel, you can manage saved memory:

Edit: Update inaccurate or outdated preferences.
Delete: Remove a memory you no longer need.
Bulk delete: Clear multiple unneeded memories at once.
View by type: Distinguish among personal preferences, language preferences, and other types.

⚠️ Note: If a preference no longer matches how you work, edit or delete it promptly to avoid affecting later responses.

FAQ

Do personal preferences affect other people?

No. Personal preferences affect only your own experience; they do not change the responses received by other people.

Can personal preferences replace the Knowledge Base?

No. Personal preferences record individual habits, while the Knowledge Base stores knowledge shared by a team or analytics domain.

Can I save chart-style preferences here?

Yes. Save preferences such as a default chart type, color style, or title format as personal preferences.

Should I save a temporary request as a personal preference?

Not necessarily. For a one-time request, state it directly in the current question. Save only habits that you use repeatedly as personal preferences.

Can I save business rules as personal preferences?

This is not recommended. Business rules normally need to be followed by the whole team, so maintain them in the Knowledge Base.