Setting up: the first conversation

Set the memory up first. Everything else in this manual works better afterwards, and most of the disappointing first sessions people have with any AI assistant come from skipping this step.

Why it matters

Without a profile, Metis has to guess your regulatory framework, your role, and what a useful answer looks like for you. It will still retrieve and quote the right sources, but it cannot narrow the question the way a colleague who knows your job would.

With a profile, "do I need to report this?" is answered against the rules that apply to your organisation type, in your jurisdiction, in the format you prefer. That difference compounds across every conversation you ever have.

The first conversation

The first time you open the chat with an empty profile, Metis opens a short setup interview instead of a blank prompt. It is a conversation, not a form — a few short rounds, and it stops as soon as it has enough to be useful.

It introduces itself, offers to be renamed, and then asks about:

1. Your organisation and your position in it — AOC operator, CAMO, Part-145 maintenance, Part-147 training, independent consultant, or authority; and what you do there.
2. The regulatory scope you work under — which EASA Parts are actually yours, so it stops offering you rules that are not.
3. Your fleet and scope of work — the types and the work you deal with.
4. How you like answers — length, format, units, how much quoting.

It then writes what it learned to memory in one go, and shows it to you for review. Nothing is saved behind your back.

It also seeds a few default working rules — cite the regulation reference, distinguish a hard requirement from acceptable means and guidance, and never assert a final compliance decision. You can edit or remove these like any other rule.

If you would rather not do it now

You are never blocked. If you open the chat with a real question, it answers that first and offers the setup afterwards. You can start it at any later point by asking it to set up your profile, and you can run it again to update things when your job changes.

Naming it

"Metis" is the default name, not a fixed one. Tell it to call itself something else — in the setup interview or any time after — and it uses that name everywhere: in chat, in your browser, on your phone. You can also change it directly at Memory → Profile & rules.

If you already have this written down somewhere

If another AI assistant already knows a great deal about you, do not retype it. There is a transfer flow that moves it across in one pass — see Bringing what you already know in.

A note on plans

Persistent memory is part of the paid plan. On the free plan Metis is stateless between conversations: it answers, cites and drafts perfectly well, but it does not carry anything from one conversation to the next, and the Memory page shows an upgrade state rather than editors. See pricing for what each plan includes.