Personalise Kaiya
Tell Kaiya how you like to work. That includes the language you use, how you write and the methods you use to research and assess candidates.
Ask Kaiya to remember those preferences so you do not have to repeat them in each conversation. Start with one preference and add others as you work, on desktop or mobile.
You can also ask Kaiya to show, change or delete saved information. On desktop, open Personalisation if you prefer to manage Instructions and Memories there.
Teach Kaiya how you work
Ask Kaiya to remember the choices you make across your work. For example:
| What you can personalise | Tell Kaiya |
|---|---|
| Language and terminology | Use British English. Use “candidate report”, not “candidate pack”. |
| Writing style | Write my client emails in a direct, friendly style. Avoid sales language and long introductions. |
| Candidate assessment | Use our assessment headings: responsibilities, scale, results and questions to test at interview. Distinguish the candidate's claims from evidence we have checked. |
| Research methods | For market maps, group companies by business model and ownership. Explain where the boundaries between groups are unclear. |
| How you review decisions | When comparing options, give me your recommendation and the main trade-offs. Tell me when the evidence challenges my view. |
| Your role and markets | I lead our European industrial technology practice. Most of my assignments involve manufacturing and automation businesses. |
| Client preferences | Acme Robotics' CEO prefers updates that start with decisions needed. Put detailed candidate notes after the assignment summary. |
Tell Kaiya which parts of your approach matter. If your firm uses an assessment method, share the criteria and explain how you use them.
You can attach an example of work you like and ask Kaiya to summarise the style or method to remember. Check the summary before asking Kaiya to save those preferences.
Instructions and Memories
Kaiya saves your guidance as Instructions and Memories. You can ask Kaiya to remember something without opening settings or choosing a type.
| Type | When Kaiya uses it | What to store |
|---|---|---|
| Instruction | In every conversation | Your language, tone, terminology, research methods, assessment criteria and preferred ways of presenting work |
| Memory | When relevant, or when you ask Kaiya to recall the information | Your role, markets, business relationships, client preferences and assignment decisions you need for later work |
Use Instructions for standing directions about how you want Kaiya to work. A direction can apply to a particular task, such as candidate comparisons.
Use Memories for background and preferences that matter to a particular subject. Name the client, assignment or type of work so Kaiya knows where the guidance applies.
Instruction example
Remember how I assess candidates: compare their responsibilities, the scale of
the business and their results with the agreed scorecard. Do not treat an
impressive title as evidence that someone meets the brief.
Memory example
Remember for the Acme Software CFO search: step-up means a first Group CFO role.
The client will consider Divisional CFOs, Regional CFOs, Finance Directors and VPs of Finance.
Keep detailed assignment evidence, source documents and working notes in the relevant conversation or Invenias. Ask Kaiya to save the preferences or decisions you will need again.
Refine your preferences as you work
If a result misses your preferred style or method, explain what to change. Ask Kaiya to remember the correction for similar work:
For future client updates, start with the decisions we need from the client.
Then cover progress and risks. Keep agreed actions and dates. Remember this
structure for my client updates.
For a one-off change, tell Kaiya that the request applies only to the current task. For a new preference, ask Kaiya to replace the earlier guidance.
If Kaiya misses a saved preference, ask Kaiya to check the saved wording. Correct anything that no longer describes how you work.
Find saved Instructions and Memories
- Open Personalisation in Kaiya.
- Use All, Instructions or Memories to filter the list.
- Use Search to find text in a saved item.
- Select an item to read its full content.
Kaiya can recall a relevant Memory without you naming it. If Kaiya misses a saved fact, ask Kaiya to check saved Memories.
Add an Instruction or Memory
Ask Kaiya to save a preference or a fact for later work:
Remember that I use British English in client documents.
Remember for the Roadrunner COO search: candidates must have opened new depots, not just run existing ones.
Ask Kaiya to show the saved wording if you want to check it.
To add an item yourself on desktop:
- Open Personalisation.
- Select the + button.
- Choose Instruction or Memory.
- Give the item a clear name.
- Enter the content.
- Review any duplicate or conflict that Kaiya finds.
- Save the item.
Edit or delete saved context
Ask Kaiya to change or forget a saved fact when a decision changes. You can also edit an item on desktop:
- Select an item in Personalisation.
- Choose Edit.
- Change the text.
- Save the item.
Choose Ask Kaiya for help rewriting an item or combining duplicate entries.
Use Check for duplicates and conflicts to find saved items that repeat or contradict each other. Review Kaiya's proposed changes before you accept them.
Delete a saved item when it is wrong or no longer useful. Copy anything you need to keep before you confirm deletion.
Keep personalisation useful
- Keep Instructions short and relevant across conversations.
- Name Memories so you can recognise the client, assignment or subject.
- Update a saved item when a decision changes.
- Remove duplicate or conflicting guidance.
- Tell Kaiya when current instructions should not apply to one task.
Do not save passwords or access codes. Ask your administrator to connect an approved system when Kaiya needs access to it.