ITIAN Knowledge Hub
Technology Simplified — Solutions That Work

chatgpt-module-3-personalisation

ITIAN ChatGPT Academy

Technology Simplified — Solutions That Work

Phase 1 • Foundations and Personalisation

Personalise ChatGPT with Purpose

Shape how ChatGPT communicates, what preferences it can use and which context belongs in global settings, memory, individual conversations or project-specific instructions.

Beginner7 lessons + quizApproximately 3–4 hoursPersonal AI profile project

Welcome to Module 3

Personalisation works best when every setting has a clear job. This module helps you create a consistent experience without oversharing or expecting one control to do everything.

Write Useful Instructions

Create concise Custom Instructions for enduring preferences, working style and accessible output.

Control Remembered Context

Understand saved memories, chat-history reference, review controls and Temporary Chat.

Build a Personal AI Profile

Combine the right settings, test them with real prompts and keep an approved profile you can maintain.

Learning Outcomes

By completing Module 3, you should be able to:

1

Explain Each Personalisation Layer

Distinguish personality, characteristics, Custom Instructions, memory, project context and one-time prompts.

2

Choose Appropriate Settings

Select a base style and fine-tuning options suited to the way you want to work.

3

Create Strong Custom Instructions

Write clear, compact instructions covering language, teaching style, formatting and enduring preferences.

4

Manage Memory Deliberately

Review, add, correct, remove and disable remembered information when appropriate.

5

Protect Personal Information

Minimise sensitive details and understand how Temporary Chat and Data Controls differ from Memory.

6

Test and Maintain a Profile

Evaluate behaviour across several tasks, resolve conflicting instructions and schedule regular reviews.

Your Module Progress

Tick a lesson after completing its reading and practical activity. Progress is stored only in this browser when local storage is available.

Module 3 Completion

Seven lessons and the final knowledge check

0 of 8 completed — begin with Lesson 3.1.

Module 3 Lessons

Follow the sequence on your first visit. Each lesson builds one part of a maintainable personalisation system.

3.1

Personalisation Overview

Understand the different layers, what each one controls and which setting should hold which kind of information.

20–25 minutesFoundationsLayer map
Open Lesson
3.2

Personality and Characteristics

Choose a base style and fine-tune response qualities while recognising that capability and safety remain unchanged.

25–30 minutesStyleComparison activity
Open Lesson
3.3

Custom Instructions

Write global guidance for language, tone, teaching style, formatting, recurring work and useful boundaries.

30–35 minutesInstructionsInstruction builder
Open Lesson
3.4

Memory Basics

Learn the difference between saved memories and chat-history reference, and when remembered context can help.

25–30 minutesMemorySafe examples
Open Lesson
3.5

Managing Memory

Ask what is remembered, correct outdated details, remove unwanted memories and understand what turning Memory off does.

25–30 minutesManagementMemory audit
Open Lesson
3.6

Personalisation and Privacy

Choose what not to personalise, use Temporary Chat appropriately and distinguish Memory from training and deletion controls.

25–30 minutesPrivacyControl checklist
Open Lesson
3.7

Build Your Personal AI Profile

Combine the right settings, test realistic tasks, resolve conflicts and create a versioned profile you can maintain.

35–40 minutesProfileCapstone project
Open Lesson
Quiz

Module 3 Knowledge Check

Apply the personalisation layers to realistic style, instruction, memory and privacy scenarios.

15–20 minutesAssessmentReview included
Take Quiz

Where Should This Preference Live?

Use the smallest personalisation layer that matches the scope.

LayerBest forExample
Current promptOne task or temporary exception“For this answer, use a formal tone.”
PersonalityGeneral communication styleFriendly, Professional or Efficient.
CharacteristicsFine adjustments where availableMore concise, warmer or fewer emojis.
Custom InstructionsExplicit preferences used broadlyUse NZ English and teach step by step.
Saved MemoryUseful details that may help future chatsA recurring learning preference you want remembered.
Project instructionsRules and context for one projectUse the ITIAN template only inside the ITIAN project.

Direct task instructions still matter

Personality, characteristics, Custom Instructions and memory work together, but a clear request in the current conversation can alter the response for that task. When instructions conflict, inspect the result and simplify the competing guidance.

Module Orientation Video

This video will compare the personalisation layers with the same sample prompt.

  • Change personality and characteristics.
  • Add one useful Custom Instruction.
  • Review a saved memory safely.
  • Show when a project instruction is better.

Module 3 Practical Challenge

Create and test your first versioned Personal AI Profile.

  1. Choose a base personality that suits most of your conversations.
  2. Write concise Custom Instructions for language, explanation style, organisation and important boundaries.
  3. Review saved memories and remove anything outdated, unnecessary or too sensitive.
  4. Decide which project-specific rules should stay out of global instructions.
  5. Test the profile with four tasks: an explanation, a technical checklist, a writing revision and a planning request.
  6. Record what worked, what conflicted and what you changed in version 1.1.

Evidence of completion: keep your approved instruction text, a memory-review checklist and a short test report without private values.

Official Sources and Further Reading

Reviewed against current first-party OpenAI guidance on 13 July 2026. Personalisation options can vary by plan, workspace, surface and gradual rollout.

OpenAI guidance used for Module 3

Ready to begin?

Start by mapping the personalisation layers before changing settings. That first lesson prevents global instructions, memories and project-specific rules from becoming a tangled collection.

ITIAN ChatGPT Academy

Module 3 — Personalise style, instructions and remembered context with purpose.

Technology Simplified — Solutions That Work