Edit your analyst's details

In this article, you’ll learn how to do the following:

  1. Rename your analyst
  2. Update your analyst goal

Rename your analyst

Alfa will automatically name every new analyst. You can change this at any time by following these steps:

  1. Select your desired analyst
  2. Click on the analyst name at the top of the chat bar
    Screenshot 2025-01-31 at 10.46.07 AM
  3. Rename your analyst and your new name will automatically save

Update your analyst goal

Your analyst goal is a description given to your analyst to help you understand what it’s accomplishing for you. You can update your Analyst Goal at any time by following these steps:

  1. Select your desired analyst
  2. Navigate to the Settings tab
  3. Under Analyst Goal add your changes
    Screenshot 2025-01-31 at 10.45.17 AM
  4. Save your changes