← The OperatorOS notebook

Feature guide · AI access

Choose which notebook each AI can use

· 3 min read · OperatorOS

You may use one assistant to prepare for store visits and another to plan something at home. Both can be useful without needing the same notebook access. OperatorOS lets you review the spaces available to each active connection, so your saved context follows your choices about how you use each assistant.

These steps use Personal → AI access in the live web companion for existing OperatorOS customers. AI connections require Pro and a supported provider connection. Provider availability varies; web-only signup and billing remain coming soon.

01

Start with the job you want the assistant to do

Imagine a fictional manager, Drew, who uses one supported connected assistant for work preparation. Drew has also started saving weekend ideas in Personal. The work assistant does not need those ideas simply because they are in the same OperatorOS account.

Before changing access, decide whether that connection needs Work, Personal, both or neither. Connecting an assistant and allowing it to use Personal are separate choices. Existing Work access does not automatically make Personal records available.

02

Review the connection’s spaces

  1. 1Sign in to the web companion with your existing OperatorOS account. Open Personal, then choose AI access.
  2. 2Under Choose what each AI can see, find the connection by its displayed name. Review whether it has Read only or Read and write permissions.
  3. 3Use that connection’s spaces menu to choose Work only, Personal only, Work and Personal or Neither space, according to what you want it to use.
  4. 4If you are adding Personal access, read the confirmation before accepting. After the change finishes, check that the selected spaces still match your choice.

If there are no active commercial AI connections, the page offers Connect an AI. That means there is no connection to configure here yet. A provider appearing in a setup guide is not proof that your account has completed authorization or successfully retrieved a record.

03

Keep spaces and permissions distinct

The spaces menu controls which notebook areas are available to that connection. It retains the connection’s existing read/write permissions. Selecting Personal does not turn a read-only connection into one that can save changes.

For Drew, Work only keeps the work assistant focused on professional records. A separately authorized assistant can be given Personal only for home planning. Work and Personal is available when Drew deliberately wants the same connection to use both. These are access choices, not automatic imports of chat histories.

After configuring a supported assistant, ask it to retrieve one harmless saved record from the intended space and identify the record it used. Check the result against OperatorOS. A successful retrieval is more useful evidence than assuming a sign-in screen completed every part of the connection.

04

Revisit access when your habits change

Practical tip: review this page when you change your preferred assistant. Keep access aligned with what you actually use rather than leaving every connection with both spaces by default.

Choosing Neither space removes access to both spaces through this control. Removing access stops future requests; it cannot erase information already returned to an assistant. Likewise, changing your preferred AI does not copy its private conversation history into OperatorOS.

The expected result is a clear account of which connection can use which saved notebook. Your records remain in OperatorOS, ready for the supported assistants you choose to authorize.

Review your Personal AI access settings →