Product, growth, and lifecycle teams

In-product personalization

Let customers describe their goals, preferences, and constraints in their own words, then turn that context into reviewed fields your product can use.

Suggested fields

  • Primary goal
  • Current situation
  • Preferences
  • Constraints
  • Desired next step

Recommended workflow

  1. Explain how answers shape the experience
  2. Invite a natural description
  3. Ask only the missing follow-ups
  4. Let the customer review the structured profile before applying it

Important limitations

  • Personalization should remain editable and reversible
  • Do not infer sensitive traits or make high-impact decisions from voice

Related guidance