Topline Docs

Assistant

Preferences

Set durable personal guidance for how Topline responds and works.

Preferences

Set durable personal guidance for how Topline responds and works.

Where to find it

Open Account > Assistant > Preferences.

Address: /account/assistant?panel=preferences.

Add a personal preference

  1. In Saved preferences, choose Add preference.
  2. Enter a short Preference name, such as “Explain calculations”.
  3. Enter the Guidance, such as “Show the formula and units before giving a calculated result.”
  4. Choose Save preference and read the resulting status.

Use preferences for durable personal behavior. Put company facts in Company Knowledge, definitions in Glossary, and workspace rules in workspace instructions.

Edit or remove guidance

Choose Edit on the saved entry, revise the name or guidance, and choose Save changes. Cancel leaves the saved entry unchanged. To stop using an entry, choose Remove and confirm the named preference.

Understand the status

  • Active: the preference is included in current personal guidance.
  • Needs review: a conflicting candidate is saved but inactive. Resolve the conflict through the available review process before relying on it.
  • Not applied: the entry remains saved but is not currently included. The page can report that older active preferences were omitted from the loaded context; saved does not always mean applied.

Recover a failed change

A duplicate name opens the existing entry for editing. A failed save keeps your changes in the form; correct the problem and retry. Could not load preferences has Try again. Recheck the saved status after removal or a conflict. Do not store passwords or temporary task state here.