Memory & personalization

Use AI personalization to keep your preferred name, reference files, instructions, and durable memory available across chats.

#Open personalization

1. Open Settings.
2. Under Features, select Bidlo AI.
3. Select Personalization.

The page groups your options under Preferences, Memory, and Skills.

#Choose the right kind of personalization

Use a prompt attachment or @ mention instead when the context belongs only to the current request.

#Review memory

The Memory field shows what Bidlo AI remembers about you. Review it periodically and remove information that is no longer accurate or useful.

#Add company terminology

Use Instructions for terms or preferences that should shape many chats. Give each term a short definition and, when useful, one example.

For a large reference document, add the document under Files instead of pasting the entire source into instructions.

#Related pages

• Bidlo AI overview
• Attach files and mention documents
• Use skills

#FAQs

#What belongs in memory instead of the current prompt?

Use memory for information you want Bidlo AI to apply repeatedly. For example: “Our team focuses on Texas civil projects, uses USD, and prefers bid summaries in a table.” For a one-time request, such as reviewing the plans for a specific project, attach the plans or @ mention the project in your prompt.

#Should sensitive or temporary details be saved in memory?

No. Keep memory concise, current, and appropriate for reuse across future conversations.