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The web app

Making it yours

The welcome questions, how it talks, what it remembers, and what we keep.

The welcome questions

The first time you log in, PocketPhantom walks you through a short setup, one screen at a time: the language of the app, what to call you and roughly what you do (with a profile photo if you like), what you will use it for, how it should talk, how used to AI assistants you are, and where you heard of it. Each answer is saved the moment you give it, and Continue takes you to the next screen.

It opens over the chat and stays until you have been through it once; the questions want an answer, so there is no skip. If you close the tab halfway, it resumes on the same screen with everything you typed still there. It is asked once per account, not once per browser, so logging in on a second computer does not ask again. Every answer can be changed afterwards: the language under Settings › General, the photo under Settings › Account, and the rest in Settings › Personalisation, which also offers a way back into the guided questions. Where you heard of us is not in Settings; going back through the guided questions is the only way to change it.

Personalisation

Tone
Standard, Professional, Happy, Friendly or Efficient. Standard is how it talks out of the box.
Manner
Warm, Enthusiastic and Uses emoji, each on or off. Emoji are off by default, and never in code.
Headings
Plain headings, Title Case, or no headings at all: one flowing answer.
What should it call you?
A nickname or your first name. It is also the name the home page greets you by.
What do you do?
A line about your work, so its answers fit what you actually do.
Anything else it should know
What you are working on, how much detail you like, anything it keeps getting wrong. Up to 1,000 characters.
Instructions
Up to 2,000 characters, followed in every chat on top of everything above.
Write like me
Switch it on and paste a few paragraphs you wrote; it copies your rhythm and wording when it drafts for you.
Use my location
Off by default. Switched on, your browser asks whether to share your position; we round it to about ten kilometres and keep that and your time zone, so answers about weather, opening hours and the time come out right. You can write a town instead.
Replies in
Under General. Auto follows the language you write in.

These live on your account, so they reach every chat on every computer you log in on, and the scheduled runs that happen while you are away. A project's instructions are added on top of them.

Memory

Memory is a small vault of notes about you, in folders: About you, Preferences, Work, Trading, People and General. A note has a title and its text, and can point to another note by putting its title in double brackets, [[Like this]]; an open note also shows which notes point to it. You write notes in Settings › Memory, and the AI writes them too: when you tell it something lasting, such as a preference, a goal, a decision or how you trade, it saves or updates a note, and the chat says so with an Undo beside it. It writes its notes in English, whatever language you chat in, with the details that make them useful later. It never saves passwords, PINs, keys, recovery phrases or card numbers. Up to 300 notes, a title up to 80 characters, a note up to 4,000.

Every chat gets a short index of about 2,500 characters, folder by folder: each note's title and its first sentence, or the whole note when it is short, for as many notes as fit, and the names of your saved strategies, projects and scheduled tasks. The AI opens a longer note in full, finds a note that did not fit, or opens one of those, only when it needs it, which keeps memory quick however much is in it. When you mention an earlier conversation, it can also search your earlier chats. Memory is kept on your account, not in this browser; it is in the file you get from Export your data, and it goes when the account goes.

InfoSettings › Memory has three switches: Use memory (off, nothing is sent and nothing is saved, and every note stays), Let the AI save notes (off, only you write them), and Search earlier chats. Forget everything deletes every note at once, and so does Reset settings under Data. A temporary chat neither reads nor writes memory.

Data

Archived chats
Chats taken out of the sidebar and kept. Brought back one at a time from here.
Archive every chat
Takes all of them out of the sidebar at once and keeps every one.
Delete every chat
Every chat on the account, archived ones too, on every computer. No undo, no copy kept.
Reset settings
Every setting back to its default, nothing remembered and your saved strategies deleted. Chats, scheduled tasks and your plan are untouched, and the welcome questions are not asked again.
Export your data
One JSON file with your chats and what was said in them, your settings, your memory, your strategies, your scheduled tasks and their runs, the list of your pictures with the words each was made from, the record of your sign-ins, and your account's own facts.

Usage and Analytics

Settings › Usage shows what you have sent: today's count against the Free plan's five, the last 30 days as a chart, and every metered turn by model and by product. Analytics, in the same place, is those rows over a window you choose, filtered by model and by product.

Both are counts and token totals only. Nothing you wrote is kept in them, and they are yours alone: we do not publish them, sell them or hand them to anybody.

InfoSite analytics are a separate thing: the cookie banner's Analytics choice, which only covers the marketing pages. See Privacy in short.

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