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Understanding Personalization and Memory in Hatz AI

Learn how Personalization and Memory work together to create tailored AI experiences in Hatz.

Updated over a week ago

Overview

Hatz AI offers two complementary features that customize your AI interactions: Personalization and Memory. While they work together to improve your experience, they serve distinct purposes.

Personalization is a static profile you manually configure that controls how the AI responds to you (style, tone, format). Memory is a dynamic knowledge base the AI builds automatically about you over time that controls what the AI knows about you (facts, context, history).


Who this is for

This feature is available to all Hatz users who want more personalized AI interactions. Both features apply at the individual user level within a workspace.


Summary

Personalization controls how the AI responds—style, tone, length, and behavior. It's a static profile you manually create and update.

Memory controls what the AI knows about you—facts, context, and history. It's a dynamic knowledge base the AI builds automatically during conversations.

Together, they create a consistent, contextually aware AI experience tailored to your unique needs.


What is Personalization?

Personalization is a static profile you configure manually. You fill it out once during onboarding and can update it anytime in Settings > AI Preferences.

What Personalization stores:

  • Your name, timezone, and job description

  • Response length preference (Concise, Balanced, or Detailed)

  • Tone preference (Neutral, Formal, or Friendly)

  • Emoji usage preference (On, Off, or Mirror User)

  • Custom freeform instructions (e.g., "always summarize key actions first")

How Personalization works:

  • Your preferences are compiled into a pre-generated system prompt

  • This prompt is injected at the top of the system message for every chat

  • It shapes how the AI responds—controlling tone, length, and formatting style

User control:

You explicitly write and save these preferences. Nothing changes unless you manually update and save new settings in AI Preferences.


What is Memory?

Memory is a dynamic, auto-growing knowledge base about you that the AI builds over time during conversations.

What Memory stores:

  • Individual fact and summary items (e.g., "User enjoys spicy food", "User travels to New York frequently")

  • Each memory has an importance score and a vector embedding for semantic search

  • Memories are stored and recalled based on relevance to the current conversation

How Memory works:

  • During conversations, the AI can automatically save, forget, search, and list memories using built-in tools

  • Before each AI response, the system predicts which memories are relevant (based on prior message context), fetches them, and injects them as a memory block in the system message

User control:

Memory is mostly automatic—the AI decides what to save based on conversation context. However, you can review and manually manage your full memory list at any time.


The core distinction

Personalization

Memory

Nature

Static profile you write

Dynamic facts the AI learns

Controls

HOW the AI responds (style/tone)

WHAT the AI knows about you

Updated by

You (manually)

AI (automatically, during chats)

Applied

Every chat, always

Only when relevant to the current chat

Scope

Formatting, tone, instructions

Facts, context, history


Expected results

With Personalization enabled:

  • AI responses will consistently match your configured style, tone, and length preferences

  • The AI will reference your personal details (name, job description, timezone) in responses

  • Custom instructions will be applied across all conversations and models

With Memory enabled:

  • The AI will recall relevant facts and context that created a memory previous conversations

  • Responses will become more contextually aware over time as the AI learns more about you

  • You'll see continuity across conversations without repeating information

With both enabled:

  • The AI will respond in your preferred style (Personalization) while incorporating relevant facts it has learned about you (Memory)

  • You get both consistent formatting and intelligent context awareness


Troubleshooting

Personalization changes aren't taking effect

  • Ensure you clicked Save Settings after making changes

  • Refresh the page and start a new conversation to see updated preferences

  • Verify that the Personalization toggle is enabled in AI Behavior

Memory isn't recalling information

  • Confirm that the Memory toggle is enabled in AI Behavior settings

  • Check your Memory list to verify the information was actually saved

  • Note that Memory is recalled selectively—only memories relevant to the current conversation are injected

AI is not saving new memories automatically

  • Ensure Memory is enabled in AI Preferences

  • The AI prioritizes important information—not every detail will be saved

  • You can manually add memories in Settings > Memory if needed

Unclear what to include in Custom instructions

  • Click See examples in the Custom instructions field for guidance on effective instructions

  • Focus on behavioral preferences rather than facts (facts belong in Memory)


Limitations

Personalization limitations:

  • Personalization shapes how the AI responds but does not change the underlying capabilities of the models

  • Custom instructions are limited to 2,000 characters

  • Changes only affect new AI interactions; existing conversation history is not retroactively modified

  • Response length, Tone, and Emoji options are limited to the preset choices provided in the interface

  • Personalization must be enabled in AI Behavior settings to function

Memory limitations:

  • Memory must be enabled in AI Behavior settings to function

  • The AI determines what information is important enough to save automatically—not all conversational details are stored

  • Memories are recalled based on relevance to the current conversation, so not all memories appear in every chat

  • Manual management of memories (editing, deleting, merging) requires accessing Settings > Memory

  • Memory does not retroactively modify previous conversation history; it only influences future responses

  • The semantic search system may not always retrieve the most relevant memories for highly ambiguous queries

Combined limitations:

  • Neither feature modifies the capabilities or knowledge cutoff dates of the underlying language models

  • Both features require explicit user enablement via toggles in AI Preferences

  • Organization-level policies and model availability restrictions set by your admin take priority over personal preferences

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