Organizations: School of Computing, Macquarie University, Sydney, Australia · Department of Computer Engineering and Information Technology, Shiraz University of Technology, Shiraz, Iran
AI copilots represent a new generation of AI-powered systems designed to assist users, particularly knowledge workers and developers, in complex, context-rich tasks. As these systems become more embedded in daily workflows, personalization has emerged as a critical factor for improving usability, effectiveness, and user satisfaction. Central to this personalization is preference optimization: the system's ability to detect, interpret, and align with individual user preferences. While prior work in intelligent assistants and optimization algorithms is extensive, their intersection within AI copilots remains underexplored. This survey addresses that gap by examining how user preferences are operationalized in AI copilots. We investigate how preference signals are sourced, modeled across different interaction stages, and refined through feedback loops. Building on a comprehensive literature review, we define the concept of an AI copilot and introduce a taxonomy of preference optimization techniques across pre-, mid-, and post-interaction phases. Each technique is evaluated in terms of advantages, limitations, and design implications. By consolidating fragmented efforts across AI personalization, human-AI interaction, and language model adaptation, this work offers both a unified conceptual foundation and a practical design perspective for building user-aligned, persona-aware AI copilots that support end-to-end adaptability and deployment.
Large language models (LLMs) are typically aligned with population-level preferences, despite substantial variation across individual users. We introduce POPI, a user-level personalization framework that separates the problem into two components connected by a natural-language interface: a shared inference model that distills heterogeneous user signals into a concise preference summary, and a shared generator that conditions on this summary to produce personalized responses. Both components are trained under a unified preference-optimization objective, with reinforcement learning handling the non-differentiable inference step. This objective decomposes into generator approximation error and summary informativeness, revealing how a single loss simultaneously drives accurate generation and informative summarization. Because the interface is natural language, learned summaries can be inferred once per user and reused across different generators -- including frozen, black-box commercial APIs. Across four personalization benchmarks, POPI generally improves personalization quality while reducing context overhead by up to an order of magnitude.
While LLMs have demonstrated remarkable potential in Question Answering (QA), evaluating personalization remains a critical bottleneck. Existing paradigms predominantly rely on lexical-level similarity or manual heuristics, often lacking sufficient data-driven validation. We address this by mining Community-Individual Preference Divergence (CIPD), where individual choices override consensus, to distill six key personalization factors as evaluative dimensions. Accordingly, we introduce CoPA, a benchmark with 1,985 user profiles for fine-grained, factor-level assessment. By quantifying the alignment between model outputs and user-specific cognitive preferences inferred from interaction patterns, CoPA provides a more comprehensive and discriminative standard for evaluating personalized QA than generic metrics. The code is available at https://github.com/bjzgcai/CoPA.
Personalized LLMs can significantly enhance user experiences by tailoring responses to preferences such as helpfulness, conciseness, and humor. However, fine-tuning models to address all possible combinations of user preferences is computationally expensive and impractical. In this paper, we introduce \textbf{CLIPer}(\textbf{Cl}assifier-guided \textbf{I}nference-time \textbf{Per}sonalization), a lightweight personalization approach that leverages a classifier model to steer LLM generation dynamically to different user preferences at inference time. Our method eliminates the need for extensive fine-tuning, inducing negligible additional computational overhead while enabling more controllable and nuanced personalization across single and multi-dimensional preferences. Comprehensive empirical analyses demonstrate the scalability and effectiveness of our approach in delivering personalized language generation.