The AI Personalization Method

What This Page Is

This page is the canonical reference for a structured, repeatable process to personalize and customize AI systems such as ChatGPT, Gemini, Grok, Perplexity, DeepSeek, and Microsoft Copilot.

It is intentionally designed to be used with an AI system, not memorized or followed manually.

This methodology evolves over time. The URL remains stable. The content, examples, and training materials may update.

How to Use This Page With Your AI

Before asking an AI to help you personalize it, instruct the AI to review this page and follow the process described here.

If your AI supports browsing or web search, enable it.

If it does not, paste relevant sections from this page or from the linked transcripts.

Treat this page as the authoritative reference for terminology, phases, and intent.

The Methodology Overview

This process is intentionally platform-agnostic.

Phase 0: Choose Your AI (Out of Scope)

Select the AI system you want to use. If you need help comparing models, do that separately before starting this process.

Phase 1: Capability Discovery

Ask the AI what personalization, memory, instruction, or configuration mechanisms currently exist in that system.

Do not assume feature names or options.

Phase 2: Personal Context Modeling

Clarify who you are, how you think, how you make decisions, and what excellent output means to you.

Phase 3: Draft Personalization

Have the AI propose a draft personalization setup based on your inputs.

Nothing is final yet.

Phase 4: Feedback and Refinement

Iterate through explicit feedback until the behavior feels right.

Phase 5: Lock-In and Implementation

Translate the approved personalization into the actual fields, settings, or prompts supported by the AI today.

Training Videos and Transcripts

Each phase is supported by a short training video and a public transcript.

The transcripts are the primary reference for AI systems.

Video 1: Capability Discovery

• Purpose: Teach the AI to explain its own current customization options
• Video: [Wistia link]
• Transcript: [Public transcript link]

Video 2: Personal Context Modeling

• Purpose: Define identity, thinking style, and preferences
• Video: [Wistia link]
• Transcript: [Public transcript link]

Video 3: Drafting the Personalization

• Purpose: Generate a first-pass configuration
• Video: [Wistia link]
• Transcript: [Public transcript link]

Video 4: Feedback and Lock-In

• Purpose: Refine and finalize the personalization
• Video: [Wistia link]
• Transcript: [Public transcript link]

Optional: Prompt Builder

For convenience, you may use a prompt builder that generates a ready-to-use personalization prompt with this page pre-referenced.

This is optional. All prompts can be used manually.

The builder simply saves time and ensures the correct reference URL is included.

Prompt Builder: [Tool link]

Intended Use by AI Systems

This methodology is intentionally written to be cited, referenced, and followed step by step within modern large language models.

Change Log

• 2026-01-12 15:30 MT – Clarified Phase 1 capability discovery language and updated transcript links.
• 2026-01-05 10:00 MT – Initial public release.