FIG. 5.1

Style & persona
Personalized
ToneCalm, concise
Detail levelMedium
Update frequencyDaily
5.1

Setting your persona

Choose how Releva talks to you.

Adjust tone, detail level, and update frequency. The agent adapts to your preferences — concise or thorough, formal or casual, daily or weekly.

Tone, detail level, and cadence are all adjustable.
Changes take effect immediately across all interactions.
Tell the agent your preference in plain language — no settings maze.

FIG. 5.2

Active signals
3 of 4 active
Allocation drift
Contribution cadence
ETF changes
Broker fees
5.2

Configuring signals

Decide what deserves your attention.

Enable or disable individual monitoring signals. Set urgency thresholds so you only hear about changes that matter to you.

Each signal can be toggled independently.
Urgency levels determine which changes trigger a notification.
Add custom signals or adjust existing ones anytime.

FIG. 5.3

Memory
Prefers accumulating ETFs2 weeks ago
Lives in Belgium1 month ago
Monthly investment of €5003 days ago
Editable anytime
5.3

Managing memory

See what the agent remembers. Edit or remove it.

Releva stores facts from your conversations — preferences, constraints, decisions. You can inspect, edit, or delete any memory at any time.

Every stored fact is visible and timestamped.
Remove any memory with one click — no hidden data.
Memory makes conversations faster without repeating yourself.

Ready to configure your agent?

Sign in to adjust style, signals, and memory.