How to customize Stratpilot for a better experience

Stratpilot AI

9 Jul 202404:04

Summary

TLDRThis video tutorial guides viewers through the 'Your Settings' section on Strat Pilot, detailing how to personalize their profile, including name, surname, email, and location. It emphasizes the 'About You' section for adding personal and professional details to tailor chat responses. The video also covers selecting an AI companion, managing chat context, and updating passwords. Aimed at members, owners, and admins, it ensures a customized experience on the platform.

Takeaways

🛠️ The 'Your Settings' section on Strat Pilot is available to all members, including owners and admins, while 'Team Settings' is only accessible to owners and admins.
👤 The 'My Profile' section allows you to input and update your name, surname, email, and location details.
📘 The 'About You' section is a customizable space to provide information about yourself, your business, or your studies, which helps personalize the platform's responses.
📝 The 'About You' section includes a question about what you want Strat Pilot to know about you, such as your professional background, interests, hobbies, goals, and values, with a word limit of 1,500.
🏢 Another question in the 'About You' section focuses on what you want Strat Pilot to know about your business, studies, or role, including details like mission, vision, achievements, and challenges.
💬 You can specify how you want Strat Pilot to respond to you by choosing the level of detail, frequency of communication, and response style.
🤖 The 'My AI Companion' section lets you view and modify the AI companion you interact with, including renaming or choosing a different AI companion.
📂 The 'My Context' section allows you to manage and search through chats, add new contexts, and view or edit contexts shared with you by other team members.
🔒 The 'Change Your Password' section enables you to update your password by submitting the current one and entering a new one.
📊 The video provides a detailed overview of the different sections within the 'Your Settings' on Strat Pilot, highlighting how each can be customized to enhance the user experience.

Q & A

What are the different sections available under 'Your Settings' on Strat Pilot?
-The 'Your Settings' section on Strat Pilot includes 'My Profile', 'About You', 'My AI Companion', 'My Context', and 'Change Your Password'.
Who can access the 'Your Settings' section on Strat Pilot?
-Members, owners, and admins can access the 'Your Settings' section, while only owners and admins can also access 'Team Settings'.
What information can be added to the 'About You' section and how does it impact the chat responses?
-The 'About You' section allows users to add personal information such as professional background, interests, hobbies, goals, and values. This information is used to personalize the chat responses from Strat Pilot.
What is the word limit for the 'What would you like Strat P to know about you?' section?
-The word limit for the 'What would you like Strat P to know about you?' section is 1,500 words.
How can users specify their business or role information in the 'About You' section?
-Users can specify their business overview, mission and vision, achievements, roles and responsibilities, challenges, and support, as well as school and courses in the 'About You' section.
What customization options are available for the AI companion in 'My AI Companion'?
-Users can name their AI companion and select a different AI companion buddy, with options to update the name or visual changes.
What is the purpose of the 'My Context' section and how can users manage it?
-The 'My Context' section allows users to manage the context that they and their team have created in the chat. Users can search, add, edit, share, and delete context.
How can users update their password in the 'Change Your Password' section?
-Users can submit their current password and then enter and confirm a new password to update it.
What are the different types of responses that can be customized for Strat Pilot?
-Users can customize the level of detail, frequency of communication, and response styles or formats for Strat Pilot's responses.
How does the 'My Profile' section differ from the 'About You' section on Strat Pilot?
-The 'My Profile' section contains basic personal information such as name, surname, and email, while the 'About You' section is for adding detailed personal and professional information to personalize chat responses.

Outlines

00:00

🛠️ Customizing Your Settings on Strat Pilot

This video tutorial focuses on navigating and customizing the 'Your Settings' section within the Strat Pilot platform. It begins by explaining the accessibility of settings for different user roles, such as member, owner, and admin. The presenter then delves into the 'My Profile' section, where users can input personal information like name, surname, email, and location. The 'About You' section is emphasized as a space for users to provide personal and professional details that will be used to personalize chat responses. The video also covers the 'My AI Companion' feature, allowing users to select and name their AI companion, and the 'My Context' feature, which lets users manage the context of their chats by adding, editing, or deleting chat context. Lastly, the video touches on the process of changing one's password for account security.

Mindmap

Keywords

💡Settings

Settings refer to the configurations or options available within a software application that allow users to customize their experience. In the context of the video, 'Settings' is a section where users can adjust their preferences and account details on the Strat pilot platform. The script mentions 'your settings' and 'team settings,' indicating different levels of customization available to users based on their roles.

💡Profile

A profile is a collection of information that represents a user's identity and details within a system. In the video, 'My Profile' is a section where users can view and edit their personal information such as name, surname, email, and location. This is crucial for personalizing the user's interaction with the platform and ensuring that the system can address them appropriately.

💡About You

The 'About You' section is a part of the user's profile where they can provide additional information about themselves. This could include professional background, interests, hobbies, goals, and values. The video script emphasizes that this information is used to personalize the chat responses, making the interaction more relevant and meaningful to the user.

💡AI Companion

An AI Companion, as mentioned in the script, is an artificial intelligence-driven entity that interacts with users within the platform. The video discusses the ability to name and select an AI companion, which suggests that the platform offers a level of interaction that is designed to be friendly and personalized, enhancing the user experience.

💡Context

Context in the video refers to the background information and previous interactions that the platform uses to inform its responses. 'My Context' is a feature that allows users to manage and view the context that influences the chat. This is important for ensuring that the AI's responses are relevant and build upon the user's history within the platform.

💡Password

Changing a password is a security measure that allows users to update their account credentials. In the video, 'Change Your Password' is a feature within the 'Your Settings' section that enables users to maintain the security of their accounts by regularly updating their passwords, as demonstrated by the script's mention of submitting the current password and confirming a new one.

💡Personalization

Personalization is the process of tailoring a product or service to individual preferences. The video highlights several aspects of personalization, such as the 'About You' section where users can input personal details, and the 'AI Companion' feature, which suggests a level of customization in the interaction with the AI.

💡Word Limit

A word limit is a restriction on the number of words that can be used in a given space, often used to keep content concise. The script mentions a 1,500-word limit for the 'What would you like SHP to know about you?' section, indicating that while users have the freedom to express themselves, there is a constraint to maintain focus and brevity.

💡Response Styles

Response styles refer to the manner in which the AI presents its replies to the user. The video script mentions that users can specify how they would like Strat pilot to respond, including the level of detail, frequency of communication, and the format of the responses. This allows for a more user-centric approach to AI interaction.

💡Team Settings

Team settings are configurations that apply to a group of users within an organization or team. While the video focuses on 'Your Settings,' it also mentions 'Team Settings,' suggesting that there are additional customization options for users who have administrative roles, allowing them to manage settings for the entire team.

💡Role

A role in the context of the video refers to the function or position a user holds within the platform, such as member, owner, or admin. The script notes that different roles have varying access to settings, with owners and admins having additional privileges like 'Team Settings,' which is crucial for managing team-wide configurations.

Highlights

Introduction to the 'Your Settings' section in the SE settings

Access to 'Your Settings' and 'Team Settings' based on user role

My Profile section for personal information management

Adding personal details in the 'About You' section

Word limit of 1,500 words for the 'About You' section

Customizing chat responses with personal and professional information

Guidance on what to include in the 'About Your Business/Studies/Role' section

Setting preferences for chat response styles and formats

Managing AI companion settings and visual representation

Ability to change the AI companion and update its name

My Context feature for managing chat context

Editing, sharing, and deleting context in the chat

Viewing and managing context added by the team

Changing password with current and new password submission

Confirmation of password change through the update button

Summary of the video's focus on 'Your Settings' customization