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

# Personalization, settings and updates

> Customize the desktop and Assistant appearance, distinguish local preferences from shared configuration, and manage connections and updates.

Open **Settings** from the sidebar user menu or press `Cmd/Ctrl+,`. Search settings by topic. Most changes preview immediately: **Save settings** retains them, and **Cancel changes** restores saved values. Returning to the workspace preserves the Assistant and conversation and prompts about unsaved changes.

## Personal preferences

| Setting | What it controls |
| - | - |
| General | Interface language and everyday display preferences |
| Appearance | Light, dark or system mode; desktop and chat colors, fonts, sizes, corners and density |
| Usage & points | Current plan, balances, consumption trends and details |
| Service connection | API, Xpert web and ChatKit URLs and certificate policy |
| Local terminal | Local command permissions, Shell, starting directory and recent execution history |

Desktop fonts must already be installed. An Assistant's character color can affect its conversation theme; groups use the configured chat palette. Local terminal parameters use the separate **Apply Shell settings** action.

## Customize the Assistant's name and appearance

Open customization in the conversation's Assistant panel to choose a built-in appearance, configure a character, select a Pet or upload an image. Available resources come from the deployment. Expression and activity previews are for design and do not change the Assistant's actual execution state.

Public names and appearances belong to the platform Assistant and are visible to its other users. Saving and uploading require workspace editing rights; other users may view the appearance. Saving updates the name and avatar without overwriting workflows, prompts or unpublished drafts.

## Which changes affect other users?

| Change | Scope |
| - | - |
| Pins, personal sections, local copies and personal profile | Local presentation for the current service, account and organization |
| Mark unread | A local reminder; marking read updates platform reading state |
| Public name and Assistant appearance | Users of that platform Assistant |
| Models, prompts and capabilities | Subsequent use of the Assistant after saving and publishing |
| Project members, shared materials and business data | Collaboration within the resource's authorized scope |

The personal section of **Edit profile** is separate from shared Assistant configuration. Check editing rights and impact before changing shared models or capabilities. Advanced orchestration remains in Xpert Studio. See [Assistant profile](/en/ai/agent/assistant-profile).

## Connect your own Xpert service

Use the API, web and ChatKit URLs provided by your administrator. Remote services use HTTPS. Saving changed URLs or certificate policy rebuilds the connection and requires signing in again.

**Allow untrusted service certificates** is for explicitly trusted private deployments and is off by default. Enabling it disables certificate identity verification for configured service hosts. Check addresses and deployment certificates first; this setting does not fix account or resource permissions.

Connection diagnostics distinguish certificate problems from network failures. See the [desktop user guide](/en/ai/tutorial/bosi-desktop-user-guide) for URL formats and steps. Bosi encrypts saved sign-in credentials when operating-system secure storage is available. Passwords are not persisted; without secure storage, credentials remain in memory only.

## Update the client

Supported installed stable builds show an update entry in the account area. You can also choose **Check for updates** from the application menu. After download, choose **Install and restart** or **Later**, saving current work before restarting.

If the build does not support in-app updates, obtain an installer from the official download page. Reinstalling may retain local user data and sign-in state; use **Sign out** to clear the saved session.

Bosi, the Xpert server and hosted ChatKit jointly provide the experience. Updating the desktop client does not upgrade the server, business plugins, published Assistants or ChatKit features.


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