Personalization
Personalization is where you give the AI new abilities: instructions it follows, apps it can reach, files it can read and layouts it can fill in. Everything you add here can stay private, go to a few colleagues, or be shared with the whole workspace.
Open it from the Personalization icon in the sidebar. The column lists each area, and selecting one shows your items in that area.
What you can add
Section titled “What you can add”| Area | What it is for |
|---|---|
| Skills | Instructions the AI follows, such as your brand voice or how to write a weekly report. |
| Connectors | The apps and accounts the AI can reach, such as Outlook, Slack or Xero. |
| Plugins | Ready-made bundles of skills, some of which work with particular apps. |
| Knowledge Base | Files and web pages grouped together for the assistant to search and read. |
| Workflows | Automations you build and run. They have their own section of this site. |
| Templates | Layouts a workflow fills in, and cards an agent shows when it needs something from a person. |
| Web search | The service the AI uses to look things up on the live web. |
Agents have their own place in the sidebar. See Agents.
What the AI remembers about you is a setting rather than something you build, so it lives in Settings → Preferences → Memory. See Memory.
Who can see what you add
Section titled “Who can see what you add”Every skill, connector, plugin, knowledge base, template and web search tool asks Who can see this when you create it:
- Only me: nobody else sees it.
- Shared with: the people you pick. Search the workspace and tick them.
- Anyone: everyone in the workspace can discover it.
You can change your answer later from the item’s ⋮ menu, with Who can see this….
Yours, Discover and Favourites
Section titled “Yours, Discover and Favourites”Each area’s list has chips at the top:
- Yours: what you made, plus what you chose to add.
- Favourites: the items you starred. Use the ⋮ menu on a row and select Add to Favourites.
- Discover: items other people shared with you that you have not added yet. Add the ones you want, and remove them from Yours again later with Remove from Yours.
The Discover row at the foot of each list is your own setting. With it on, things shared with you arrive in Discover first. With it off, everything shared with you is already in Yours. It changes what you see, not what anyone else does.
When your role limits an area
Section titled “When your role limits an area”Your workspace’s admins decide what each role can do, area by area, with role templates. Depending on the area, a role can be set to:
- Enable: you can add, edit and delete items as usual.
- Disable: the area’s add button is hidden for you.
- IT Manager Approval: you can still add and edit, but each new item, edit or delete becomes a request. The item shows Pending until an admin decides, and Rejected if they turn it down.
Follow your requests in Admin → Approvals → My requests. See Approvals.