ThreoAI Profile Settings

Overview

The Profile Settings page is your central location for managing how ThreoAI knows and interacts with you. From this page, you can view your account information, personalize the AI’s behavior by providing context about yourself and your work, control whether ThreoAI remembers facts from your conversations, import memories from other AI assistants you have used, choose your default AI model, configure two-factor authentication, and access your Synthreo Builder account.

Taking a few minutes to configure your profile settings can significantly improve the quality and relevance of ThreoAI’s responses across all your conversations, because the context you provide here is included with every chat you have.

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Accessing Profile Settings

There are two ways to open Profile Settings:

1. From the profile dropdown: Click your profile avatar in the top-right corner of the ThreoAI interface. A dropdown menu appears with options including Profile, Keyboard Shortcuts, Submit Feedback, Support Access, and Log out. Select Profile to open the Profile Settings page.
2. Direct URL: Navigate directly to https://threo.synthreo.ai/#/profile in your browser.

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Account Information

At the top of the Profile page, three read-only fields display your account details:

Field	Description
Id	Your internal user ID within the ThreoAI system. This is a unique identifier assigned to your account.
Name	Your display name as registered in the system. This is the name shown in your profile avatar and associated with your account.
Email	Your account email address, used for login and for receiving email-based MFA verification codes.

These fields are managed by your organization’s administrator through Tenant Management and cannot be edited directly from the Profile Settings page. If you need to update your name or email address, contact your ThreoAI administrator.

Visit my Builder account

Below the account information fields, the Visit my Builder account button opens Synthreo Builder in a new browser tab. Synthreo Builder is Synthreo’s no-code AI workflow engine that allows you to build and manage AI automations, workflows, and integrations.

This button is particularly relevant if you are building Custom GPTs that use Actions - the Actions tab in the GPT configuration dialog links to Builder workflows that allow your GPT to interact with external systems such as ticketing platforms, CRMs, and email services. Clicking this button gives you quick access to Builder without needing to navigate to it separately.

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Two-Factor Authentication (2FA)

The 2FA Method section on the Profile page lets you view and change your current two-factor authentication method. A dropdown selector shows your currently configured method (Email or App), and you can switch between the two options at any time.

To change your 2FA method:

1. Click the 2FA Method dropdown on the Profile page.
2. Select either Email (verification code sent to your registered email address each time you log in) or App (time-based code generated by an authenticator app on your phone, such as Google Authenticator or Microsoft Authenticator).
3. If switching to App, you will be prompted to scan a QR code with your authenticator app and confirm with a 6-digit code.
4. Click Save to apply the change.

The change takes effect on your next login. On your next login attempt after entering your password, you will be prompted for a verification code from your newly selected method.

For full MFA setup instructions, troubleshooting steps for missing email codes or non-working authenticator codes, and first-time enrollment guidance, see Setting Up MFA.

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General Tab

The General tab is where you personalize how ThreoAI interacts with you. It contains context fields and a default model selector. The information you provide here is included with your conversations so the AI can give more relevant, personalized responses tailored to your role, preferences, and working style.

Context Fields

The General tab contains three free-text fields that help ThreoAI understand who you are and how to best assist you:

Field	Description	Example
What should Threo call you?	Your preferred name or nickname for ThreoAI to use when addressing you in conversations. This can be your first name, a nickname, or any name you prefer.	”Alex” or “Dr. Martinez”
What do you do?	A description of your role, responsibilities, job title, industry, or how you primarily use ThreoAI. The more specific you are, the better ThreoAI can tailor its responses to your professional context.	”I’m an IT support specialist at an MSP handling 50+ client accounts”
Anything else Threo should know about you?	Any additional context that helps ThreoAI give you better responses. This can include your preferred communication style, topics you frequently work with, tools or platforms you use, things to focus on, or things to avoid.	”Keep answers concise and use bullet points where possible. I work primarily with ConnectWise, Microsoft 365, and Azure environments.”

Tips for Writing Effective Context

The quality of the context you provide directly affects how well ThreoAI can personalize its responses. Here are strategies for writing effective context:

• Be specific about your role and industry. Instead of “I work in IT,” write something like “I’m a Level 2 support engineer at a managed service provider specializing in healthcare compliance.” This gives ThreoAI the domain knowledge it needs to give you industry-appropriate answers.
• Specify your communication preferences. If you prefer brief, bullet-pointed answers, say so. If you prefer detailed explanations with examples, include that. For example: “I prefer concise answers formatted as step-by-step instructions when troubleshooting.”
• Mention the tools and platforms you use. If ThreoAI knows your technology stack, it can give more relevant suggestions. For example: “I work with ConnectWise Manage, Microsoft 365, Azure Active Directory, and Intune.”
• Include recurring topics or priorities. If you frequently work on a specific type of task, mention it. For example: “I spend most of my time writing technical documentation and client-facing status reports.”
• Mention things to avoid. If there are response patterns you dislike, state them clearly. For example: “Avoid using overly formal language. Don’t include disclaimers unless they are legally relevant.”

Default Model

The Default Model selector at the bottom of the General tab lets you choose which AI model ThreoAI uses by default when you start a new chat. This setting applies to all new conversations you begin, saving you from manually switching models each time.

• If you select a model from the dropdown, all new chats will start with that model active.
• If you leave the Default Model empty (no selection), ThreoAI uses your organization’s default model, which is configured by your administrator in Tenant Management.
• You can still switch models within any individual conversation using the model selector in the top-right corner of the chat interface. The Default Model setting only controls the starting model for new conversations.

Note: The models available in the Default Model selector are the same models available throughout ThreoAI. They are controlled by your organization’s administrator. If you do not see the model you want, contact your admin to request that it be enabled in Tenant Management.

Saving Your Changes

After updating any fields on the General tab, click Save at the bottom of the tab to apply your changes. Your updated context and default model selection take effect immediately for new conversations.

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Memory Tab

The Memory tab manages ThreoAI’s ability to remember facts from your conversations and apply them automatically to future chats. When memory is enabled, ThreoAI can learn details about you, your preferences, your projects, and your working style over time, and then recall those details in subsequent conversations without you needing to repeat yourself.

Use Memory Toggle

The Use Memory toggle at the top of the Memory tab controls whether memory is active on your account:

• Enabled (blue) - ThreoAI actively saves facts it learns during your conversations. These facts can include your preferences, project context, personal details you share, tools you use, and other information that helps ThreoAI provide more relevant responses. These saved facts are automatically recalled and applied in future sessions, allowing ThreoAI to build a personalized understanding of your needs over time.
• Disabled - ThreoAI does not retain or use memory across sessions. Each conversation starts fresh with no recollection of previous interactions (other than the context you provide in the General tab, which always applies). Disabling memory does not delete existing memory items - they remain in your Memory Items list but are not referenced until you re-enable memory.

Memory Items List

Below the toggle, a table displays all memory items that ThreoAI has stored from your conversations. This gives you full visibility into exactly what ThreoAI remembers about you. Each row in the table includes the following columns:

Column	Description
ID	The memory item’s unique identifier within the system.
Content	A truncated preview of what was remembered. Click the row to view the full content of the memory item.
Conversation ID	The identifier of the conversation where this memory was created, allowing you to trace which conversation generated the memory.
Project ID	The project (if any) associated with this memory. If the memory was created during a conversation inside a Project workspace, the project ID appears here.
Created	The date and time the memory item was saved.

Deleting Memory Items

You have full control over your memory items and can remove any item at any time:

• To delete a single item: Click the trash icon on the memory item’s row. This permanently deletes that specific item, and ThreoAI will no longer reference it in future conversations.
• To delete multiple items at once: Use the checkboxes on the left side of each row to select the items you want to remove, then use the bulk delete option to remove all selected items in one action.

Deleted memory items are permanently removed and cannot be recovered.

Tip: Periodically review your memory items to remove outdated, incorrect, or irrelevant entries. Over time, memory items can accumulate and some may become stale - for example, if you changed roles, switched projects, or updated your preferences. Keeping your memory accurate and up to date improves the quality and relevance of ThreoAI’s responses.

Importing Memory from Another AI (ChatGPT, Claude, Gemini, Copilot, and More)

The Import Memory button lets you migrate your saved context, preferences, and instructions from any AI assistant into ThreoAI. This is especially valuable if you are switching from another AI tool or adding ThreoAI alongside tools you already use, because it means you do not have to rebuild your personalization from scratch. ThreoAI can immediately benefit from the context and preferences your previous AI assistant already learned about you.

This import feature works with any AI that has a memory or context feature, including:

• ChatGPT (OpenAI) - supports stored memories across conversations
• Claude (Anthropic) - retains user preferences and context via Projects memory
• Google Gemini - retains personalized context over time
• Microsoft Copilot - remembers preferences and user context
• Perplexity AI - stores user preferences and instructions
• Meta AI - maintains memory across interactions
• Any other AI assistant that can respond to a structured export prompt

How to Import Your Memory

The import process uses a two-step workflow where you extract your memories from your current AI assistant and then paste them into ThreoAI:

1. Click the Import Memory button on the Memory tab. The “Import Memory” dialog opens with two steps displayed.

2. Step 1 - Export from your current AI: Click the Copy button in the dialog to copy a pre-written export prompt to your clipboard. Open your current AI assistant (for example, ChatGPT, Gemini, or Copilot) and paste the prompt into a new conversation. Send the prompt, and the AI will return your stored memories and context organized by category: Instructions, Preferences, Personal Context, Projects, and Miscellaneous.

3. Step 2 - Import into ThreoAI: Copy the AI’s full response (the organized list of memories it generated) and paste it into the text area labeled “Paste the memory list here…” in the ThreoAI Import Memory dialog.

4. Click Import to save the memories to your ThreoAI account.

Once imported, the memories appear in your Memory Items list on the Memory tab, and ThreoAI will reference them automatically in future conversations just like any other memory item.

Switching from ChatGPT to ThreoAI? This feature is the fastest way to carry over everything ChatGPT knows about you - your preferences, instructions, and working style - without retraining ThreoAI from scratch. Using multiple AI tools? You can import memory from any AI that supports memory or personalization, consolidating your context into one place in ThreoAI. This ensures that ThreoAI has the broadest possible understanding of your preferences and working style, regardless of which AI tools you have used in the past.

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Frequently Asked Questions

Do the General tab context fields and memory work together? Yes. The General tab context fields provide a static baseline of information about you (your name, role, and preferences) that is included with every conversation. Memory adds dynamic, conversation-derived facts on top of that baseline. Both sources are used together to personalize ThreoAI’s responses.

If I disable memory, does ThreoAI forget everything? Disabling the Use Memory toggle stops ThreoAI from saving new facts and from referencing existing memory items in conversations. However, your existing memory items are not deleted - they remain in the Memory Items list. If you re-enable memory later, ThreoAI will resume using those stored items. To permanently remove specific memories, delete them individually or in bulk from the Memory Items table.

Does my profile context affect Custom GPT conversations? Yes. The context you provide in the General tab (your name, role, and preferences) is included in all conversations, including conversations with Custom GPTs and AI Agents. This means a Custom GPT will know your preferred name and role even if the GPT creator did not specifically configure it to ask for that information.

Can my administrator see my profile context or memory items? Your profile context fields and memory items are part of your personal account settings. Your administrator manages account-level settings (such as your name, email, and available models) through Tenant Management but does not have direct access to the content of your General tab context fields or individual memory items.

How do I choose between Email and App for 2FA? Email MFA sends a verification code to your registered email each time you log in - it is simpler to set up but requires access to your email. Authenticator App MFA generates time-based codes on your phone using apps like Google Authenticator or Microsoft Authenticator - it does not require email access and works even offline, but requires initial QR code setup. Choose whichever method is most convenient and reliable for your daily workflow. See Setting Up MFA for detailed setup instructions.

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Related

• Welcome to ThreoAI - overview of the top-right profile dropdown
• Setting Up MFA - full MFA setup and troubleshooting guide
• Starting a Chat - how your default model and profile context apply to new conversations
• ThreoAI Overview - full platform overview
• Creating Custom GPTs - build GPTs that benefit from Builder integration via the Visit my Builder account link