The AI Profile page is where you teach DaVinci how your business works, who your customers are, and how you prefer to communicate.

The more context you provide, the more useful and personalized DaVinci becomes when helping with:

Your AI Profile is organized into three sections:

At the top of the page, you’ll see three tabs:

Changes apply immediately to new conversations after you click Save. Existing chats are not affected.

The Offer Catalog tells DaVinci what your business sells.

DaVinci uses this information when generating:

You can add as many offers as you want.

If you completed the Business Info section during onboarding, DaVinci can generate draft offers automatically.

The more complete your Business Info and customer avatars are, the better the suggestions will be.

Click + Add Offer to create a new offer card.

Fill out the following fields:

Best for:

Best for:

Best for:

Best for:

Best for:

Ideal Customers (also called customer avatars) help DaVinci understand who you serve best.

When DaVinci understands your customers, it can create more targeted:

You can create multiple customer avatars.

Example:

Suggestions are based on your:

Click + Add Avatar to create a customer profile.

Complete the following fields:

Strong descriptions improve DaVinci’s recommendations significantly.

Good avatar descriptions include:

“Busy Brenda is a working parent who values reliability over price and wants providers who communicate clearly and show up on time.”

The Personalization tab controls how DaVinci communicates with you.

These settings apply across future conversations and help tailor the experience to your working style.

At the top of the page, you’ll see a Memory toggle.

When Memory is enabled, DaVinci can remember:

DaVinci builds long-term context over time.

Each conversation starts fresh with no retained memory.

These settings control DaVinci’s communication style.

Choose how DaVinci sounds during conversations.

Warm, encouraging, and conversational.

Structured, clear, and business-focused.

Short and straight to the point.

More reflective and question-driven.

Casual with occasional humor.

Choose how detailed responses should be.

Quick answers with minimal explanation.

Moderate detail with actionable guidance.

Comprehensive explanations with examples and reasoning.

Control how much accountability DaVinci applies.

Encouraging and low pressure.

A mix of support and accountability.

Pushes harder and asks tougher follow-up questions.

Control whether DaVinci proactively follows up.

DaVinci regularly checks on progress and goals.

DaVinci checks in only when context suggests it would help.

DaVinci only follows up when you ask.

Choose how often DaVinci asks clarifying questions.

DaVinci asks questions regularly before responding.

Questions are asked only when important context is missing.

DaVinci answers immediately with minimal clarification.

Control whether DaVinci includes recommended next steps.

Every response ends with a suggested action.

Next steps appear only when appropriate.

DaVinci focuses only on answering the question.

Tone Overrides allow advanced personalization beyond the standard settings.

Most users won’t need these settings.

Choose a more customized personality style for DaVinci.

The default recommendation is:

Use interaction preferences only

Custom Instructions are persistent directions applied to every conversation.

Examples:

Custom Instructions are one of the most powerful personalization tools available.

When you finish making changes:

You do not need to save each tab separately.

No. Every section is optional.

However, adding:

…will noticeably improve DaVinci’s recommendations.

Yes. There is no limit.

Add as many as accurately represent your business.

Update the offer in the Offer Catalog and click Save.

Future recommendations will use the updated pricing.

No. Memory is controlled at the account level.

To disable it completely:

No.

Updated settings only apply to conversations started after saving your changes.