Agent personalization

Agent personalization lets you save response preferences for CareMap Agent on your account. For example, you can ask Agent to use concise language, prefer a particular format, or use terminology familiar to you.

Save personalization

1. Open Settings from the main navigation.
2. Select Account, then Agent.
3. Enter up to 2,000 characters in Agent personalization.
4. Review the remaining-character count and select Save.

Your saved personalization applies to the next Agent turn in the workspace, Guide editor, or Form editor. A turn already in progress keeps the preferences that were active when it started. The preference is account-level, so it is available after you sign in again on another supported device.

Personalization can guide response style, formatting, terminology, and useful account context. It cannot grant access, enable unavailable tools, expand an editor's scope, approve changes, or override CareMap safety and authorization rules. Your current request still takes priority when it conflicts with a saved preference.

Reset personalization

Select Reset to remove the saved preference. New Agent turns return to the standard behavior. Resetting does not rewrite earlier conversation messages or change a turn that is already running.

Agent personalization is not used to generate report summaries, note titles, file ingestion or OCR output, catalog content, background processing, or other one-time AI workflows outside the interactive Agent surfaces.