Saleh Afzoon

Saleh Afzoon, MohammadHossein Ahmadi, Usman Naseem et al.

Personalization and contextual coherence are two essential components in building effective persona-grounded dialogue systems. These aspects play a crucial role in enhancing user engagement and ensuring responses are more relevant and consistent with user identity. However, recent studies indicate that open-source large language models (LLMs) continue to struggle to generate responses that are both contextually grounded and aligned with persona cues, despite exhibiting strong general conversational abilities like fluency and naturalness. We present PersoDPO, a scalable preference optimisation framework that uses supervision signals from automatic evaluations of responses generated by both closed-source and open-source LLMs to fine-tune dialogue models. The framework integrates evaluation metrics targeting coherence and personalization, along with a length-format compliance feature to promote instruction adherence. These signals are combined to automatically construct high-quality preference pairs without manual annotation, enabling a scalable and reproducible training pipeline. Experiments on the FoCus dataset show that an open-source language model fine-tuned with the PersoDPO framework consistently outperforms strong open-source baselines and a standard Direct Preference Optimization (DPO) variant across multiple evaluation dimensions.

Saleh Afzoon, Amin Beheshti, Usman Naseem

Understanding and classifying user personas is critical for delivering effective personalization. While persona information offers valuable insights, its full potential is realized only when contextualized, linking user characteristics with situational context to enable more precise and meaningful service provision. Existing systems often treat persona and context as separate inputs, limiting their ability to generate nuanced, adaptive interactions. To address this gap, we present PersoPilot, an agentic AI-Copilot that integrates persona understanding with contextual analysis to support both end users and analysts. End users interact through a transparent, explainable chat interface, where they can express preferences in natural language, request recommendations, and receive information tailored to their immediate task. On the analyst side, PersoPilot delivers a transparent, reasoning-powered labeling assistant, integrated with an active learning-driven classification process that adapts over time with new labeled data. This feedback loop enables targeted service recommendations and adaptive personalization, bridging the gap between raw persona data and actionable, context-aware insights. As an adaptable framework, PersoPilot is applicable to a broad range of service personalization scenarios.

Saleh Afzoon, Amin Beheshti, Nabi Rezvani et al.

In user-centric design, persona development plays a vital role in understanding user behaviour, capturing needs, segmenting audiences, and guiding design decisions. However, the growing complexity of user interactions calls for a more contextualized approach to ensure designs align with real user needs. While earlier studies have advanced persona classification by modelling user behaviour, capturing contextual information, especially by integrating textual and tabular data, remains a key challenge. These models also often lack explainability, leaving their predictions difficult to interpret or justify. To address these limitations, we present ExBigBang (Explainable BigBang), a hybrid text-tabular approach that uses transformer-based architectures to model rich contextual features for persona classification. ExBigBang incorporates metadata, domain knowledge, and user profiling to embed deeper context into predictions. Through a cyclical process of user profiling and classification, our approach dynamically updates to reflect evolving user behaviours. Experiments on a benchmark persona classification dataset demonstrate the robustness of our model. An ablation study confirms the benefits of combining text and tabular data, while Explainable AI techniques shed light on the rationale behind the model's predictions.

Saleh Afzoon, Zahra Jahanandish, Phuong Thao Huynh et al.

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.