> ## Documentation Index
> Fetch the complete documentation index at: https://help.pantaos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Memory & Personalization

> Tailor PANTA OS to you: theme colors, the facts the AI remembers about you, and chat preferences that shape how it responds in General Chat.

## What it is

Personalization is the tab in Settings where you tailor PANTA OS to yourself. It groups three areas: **Theme Colors** for the look of your workspace, **Memory** for facts the AI remembers about you across conversations, and **Advanced Chat Preferences** that shape how the AI communicates with you in General Chat. You find it in **Settings**, on the **Personalization** tab.

Each area applies to your own account, not the whole organization. You decide which colors apply, what is stored as a memory, and which style the AI adopts in General Chat.

## Why it matters

Two minutes on the Personalization tab shape every later chat. The three areas work together, each with a concrete effect:

* **Your own look**: Theme Colors let you set primary, secondary, and accent to match your environment, instead of working from the defaults.
* **Less repetition**: Memory lets you state a fact once, instead of restating it in every new chat.
* **The right style**: Advanced Chat Preferences let you set tone, verbosity, and format once, so the AI answers in your preferred way from the start.

## How to use it

<Steps>
  <Step title="Open Personalization" icon="sliders-horizontal">
    Go to **Settings** in the left navigation and open the **Personalization** tab.
  </Step>

  <Step title="Set theme colors" icon="palette">
    In **Theme Colors**, set **Primary**, **Secondary**, and **Accent** through the color swatch or the hex field. Select **Save** to apply them, or **Reset to organization default** to restore the organization's values.
  </Step>

  <Step title="Enable memory" icon="brain">
    In **Memory**, turn on **Use memory in General Chat**. This lets the AI save and recall memories during General Chat sessions.
  </Step>

  <Step title="Add a memory" icon="plus">
    Select **Add memory**, type one short fact, for example a tool preference or a recurring constraint, then save it. Each memory is limited to 280 characters. A counter shows how many memories are stored.
  </Step>

  <Step title="Personalize chat preferences" icon="message-square">
    Under **Advanced Chat Preferences**, turn on **Use personalization in General Chat** and pick your preferences in each category. Selected options are marked as set by you, and a counter per category shows how many preferences you have set.
  </Step>
</Steps>

## Theme Colors

<CardGroup cols={2}>
  <Card title="Primary, Secondary, Accent" icon="droplet">
    Three colors drive the look of your workspace. Each has a color swatch and a hex field, so you can set exact values.
  </Card>

  <Card title="Save" icon="save">
    Applies the chosen colors to your account.
  </Card>

  <Card title="Reset to organization default" icon="rotate-ccw">
    Resets the three colors to the values defined by the organization.
  </Card>
</CardGroup>

## Memory

Memory is facts the AI remembers about you across conversations. Instead of repeating the same context in every chat, you store a fact once and it is recalled in later General Chat sessions. You decide whether Memory is active, and you decide what is stored.

<CardGroup cols={2}>
  <Card title="Use memory in General Chat" icon="toggle-right">
    The main switch. When on, the AI saves and recalls memories during General Chat sessions. When off, nothing is recalled.
  </Card>

  <Card title="Add memory" icon="plus">
    Store one fact at a time through a short text field. Useful for preferences, tools, and recurring constraints. Each memory is limited to 280 characters.
  </Card>

  <Card title="Saved memories" icon="list">
    Stored facts appear in the Memory section, with a counter that shows how many are stored. Until you enable Memory or add one manually, the area stays empty.
  </Card>

  <Card title="Clear all" icon="trash">
    Removes every stored memory in one action. Removing memories takes effect for the next chat.
  </Card>
</CardGroup>

## Advanced Chat Preferences

Advanced Chat Preferences shape how the AI communicates with you in General Chat. The **Use personalization in General Chat** switch adds your preferences to the system prompt for General Chat sessions. Preferences are grouped into categories; a counter per category shows how many preferences are set, and each selected option is marked as set by you.

<CardGroup cols={2}>
  <Card title="Communication Style" icon="message-square">
    Tone (Formal, Casual, Friendly-Professional, Academic), Verbosity (Concise, Moderate, Detailed), and Response Format (Prose, Bullet-Points, Mixed).
  </Card>

  <Card title="Technical Profile" icon="cpu">
    Technical Proficiency (Beginner, Intermediate, Advanced, Expert), so the AI hits the right level of depth.
  </Card>

  <Card title="Work Context" icon="briefcase">
    Role and Industry as free text fields, plus Decision Authority (Individual-Contributor, Team-Lead, Decision-Maker).
  </Card>

  <Card title="Learning & Content" icon="graduation-cap">
    Learning Style (Visual, Textual, Hands-On, Conceptual) and Explanation Depth, which control how content is prepared and explained.
  </Card>
</CardGroup>

## Tips and best practices

* Match theme colors to your environment, and use **Reset to organization default** when you want to return to the organization's values.
* Store durable facts as memories, not one off context. A tool preference belongs in Memory; a detail that matters only today belongs in the chat.
* Keep each memory to a single fact. Short entries are recalled more reliably than long, mixed ones.
* In Advanced Chat Preferences, set Communication Style first. Tone, Verbosity, and Response Format have the most visible effect on every answer.
* Memory and Advanced Chat Preferences apply to General Chat. Assistants carry their own configuration, so use the assistant settings for behavior that should be tied to one assistant.

<Tip>
  Memory and Advanced Chat Preferences are different. Memory stores specific facts you add. Advanced Chat Preferences add your broader preferences to the system prompt. You can use one, both, or neither.
</Tip>

## Examples

A developer enables Memory and adds "I prefer TypeScript over JavaScript." In later General Chat sessions, code suggestions default to TypeScript without a reminder each time.

A consultant sets Tone to Casual and Response Format to Bullet-Points in Communication Style, and fills in Role and Industry in Work Context. New General Chat sessions then keep style and context consistent, so less has to be repeated at the start of every conversation.

## Help center

<AccordionGroup>
  <Accordion title="How do I change the theme colors" icon="palette">
    Open the Personalization tab and set Primary, Secondary, and Accent in the Theme Colors section through the color swatch or the hex field. Then select **Save**. Use **Reset to organization default** to return to the organization's values.
  </Accordion>

  <Accordion title="My memories are not being used" icon="circle-alert">
    Check that **Use memory in General Chat** is turned on. Memory applies to General Chat sessions. If the toggle is off, stored facts are not recalled.
  </Accordion>

  <Accordion title="I reached the character limit" icon="ruler">
    Each memory is capped at 280 characters. Split a long note into several short, single fact memories instead of one long entry.
  </Accordion>

  <Accordion title="How do I remove my memories" icon="trash">
    Use **Clear all** in the Memory section to remove every stored memory at once. The change takes effect for your next chat.
  </Accordion>

  <Accordion title="What is the difference between Memory and Advanced Chat Preferences" icon="settings">
    Memory stores specific facts that you add manually. Advanced Chat Preferences use the **Use personalization in General Chat** switch to add your broader preferences to the system prompt for General Chat sessions. They work independently.
  </Accordion>
</AccordionGroup>