Set Up ChatGPT So It Knows You: Personalisation, Custom Instructions & Privacy
You can prompt — but ChatGPT still meets you as a stranger each time. In two focused hours, set up personalisation, custom instructions and memory so it knows your role, standards and tone — plus the privacy controls that keep confidential work confidential.
Most people who use ChatGPT have never opened its settings. They prompt well enough — but every conversation starts cold, so they re-explain who they are, what they do and how they want things written, again and again.
This two-hour session fixes that. Working in your own account, you set up the personalisation and custom-instruction fields — who you are, your role, your standards, and how you want ChatGPT to respond — so that context travels into every chat without being retyped. You will also see how ChatGPT’s memory works: what it remembers, what it infers from past conversations, and how to keep it under control.
Because this is finance and professional-services territory, privacy is treated as a first-class topic, not an afterthought. You will learn the controls that matter — the model-training opt-out, Temporary Chat for sensitive work, and the important difference between a personal account and a business (Team or Enterprise) account, where your data is not used to train the models by default.
You leave with a configured profile you can use the next morning, and a clear sense of what should — and should not — be shared with a tool. The exact wording of some settings shifts as the product evolves; the session works from whatever is live in your account on the day.
This is the ChatGPT edition; a companion session does the same in Microsoft Copilot, where the data-protection picture is different again.
- ■Configure ChatGPT's personalisation and custom instructions so it knows who you are, what you do and how you want it to respond — across every chat
- ■Use saved memory and chat-history reference deliberately, and know when to switch them off
- ■Apply the privacy and data controls that matter — the model-training opt-out, Temporary Chat, and how business accounts differ from personal ones
- ■Write an 'about you' profile that improves results without exposing confidential or personal data
- 01Why a tool that doesn't know you wastes your time — the case for setting it up once
- 02Personalisation and custom instructions: the about-you and how-to-respond fields, your role, and tone and format preferences
- 03Memory: saved memories versus referencing past chats — what persists and how to control it
- 04Privacy by design: the model-training opt-out, Temporary Chat, and the personal-versus-business data distinction
- 05Your turn: configure your own profile on a real task and compare the before and after
Ordered directly from Kramer Consulting — no public dates. Pick a time that suits you or your team.
This is a Kramer Consulting intensive, offered directly — not through the Digital Learning Hub. It is delivered one-to-one or to a small team, online or on site, and tailored to your tools and your confidentiality rules. Get in touch to arrange a session.