> ## Documentation Index
> Fetch the complete documentation index at: https://help.mytruv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customizing Your Assistant

> Set your assistant's name, avatar, memory, and instructions so it answers the way you want.

You can personalize your AI assistant from one screen. Pick a name and avatar, add personal context, and shape how it responds.

## Where to customize

Open **Settings → Assistant** on either platform - that's the dedicated home for all assistant customization.

<Note>
  **On the web** - open Settings from the sidebar, then **Assistant** (or go directly to `app.mytruv.com/settings/assistant`).

  **On iOS** - open Settings, then **Assistant**.
</Note>

## What you can customize

### Name and avatar

Give your assistant a custom name (up to 50 characters) and pick an avatar from the grid. You can change either anytime.

The first time you set an avatar (during onboarding), the name pre-fills with the avatar's name (for example, picking the "Zoe" avatar pre-fills the name as "Zoe"). You're free to overwrite it.

### Memory

Add personal context that helps the assistant give better answers - your financial goals, life situation, areas of focus, or anything else that matters when the assistant interprets a question. Memory persists across all your conversations.

### Custom instructions

Set the tone, level of detail, or formatting rules the assistant should follow. Instructions support markdown so you can use bullet lists, headings, or short rules. Like memory, instructions apply across all conversations.

## When changes take effect

Changes apply immediately to new conversations. Existing threads keep the assistant settings they were started with.

## Related

* [Meet Your AI Assistant](/assistant/meet-your-ai-assistant) - the assistant overview
* [Asking Financial Questions](/assistant/asking-financial-questions) - question types that work well
* [Chat History](/assistant/chat-history) - how threads keep their own context

<Tip>Start light - one or two sentences of memory and a few short instructions are usually enough. You can always refine later.</Tip>