arXiv:2407.10994v1 Announce Type: cross Abstract: The availability of powerful open-source large language models (LLMs) opens exciting use-cases, such as automated personal assistants that adapt to the user’s unique data and demands. Two key desiderata for such assistants are personalization-in the sense that the assistant should reflect the user’s own style-and privacy-in the sense that users may prefer to always store their personal data locally, on their own computing device. We present a new design for such an automated assistant, for the specific use case of personal assistant for email generation, which we call Panza. Specifically, Panza can be both trained and inferenced locally on commodity hardware, and is personalized to the user’s writing style. Panza’s personalization features are based on a new technique called data playback, which allows us to fine-tune an LLM to better reflect a user’s writing style using limited data. We show that, by combining efficient fine-tuning and inference methods, Panza can be executed entirely locally using limited resources-specifically, it can be executed within the same resources as a free Google Colab instance. Finally, our key methodological contribution is a careful study of evaluation metrics, and of how different choices of system components (e.g. the use of Retrieval-Augmented Generation or different fine-tuning approaches) impact the system’s performance.
The article “Panza: A Personalized and Privacy-Preserving Automated Assistant for Email Generation” explores the potential of open-source large language models (LLMs) in creating automated personal assistants that adapt to individual users. The two main goals of these assistants are personalization, where the assistant reflects the user’s style, and privacy, where users can store their personal data locally. The authors present Panza, a new design for an automated assistant specifically tailored for email generation. Panza can be trained and used locally on everyday devices, and it incorporates a technique called data playback to personalize the assistant’s writing style based on limited data. The article also discusses efficient fine-tuning and inference methods that enable Panza to be executed within limited resources, such as a free Google Colab instance. Additionally, the authors highlight the importance of evaluating the system’s performance and analyze how different system components impact its effectiveness.

The Importance of Personalization and Privacy in Automated Personal Assistants

As powerful open-source large language models (LLMs) become more readily available, the potential use cases for automated personal assistants are expanding. These assistants have the ability to adapt to the user’s unique data and demands, providing a personalized and efficient experience. However, two key factors must be taken into consideration when designing such assistants: personalization and privacy.

Personalization

An ideal personal assistant should reflect the user’s own style, making interactions feel natural and seamless. To achieve this, we present a new design for a personal assistant called Panza, specifically tailored for email generation. Panza can both be trained and inferenced locally on commodity hardware, allowing users to have control over the personalization process.

One of the key features of Panza is the use of a technique called data playback. This technique allows us to fine-tune the LLM using limited data, capturing the user’s unique writing style. By combining efficient fine-tuning and inference methods, Panza can be executed entirely locally, utilizing limited resources without compromising on performance.

Privacy

Privacy is another crucial aspect that users consider when using personal assistants. Many individuals prefer to store their personal data locally, on their own computing devices, rather than on external servers. Panza addresses this concern by providing a solution that allows users to keep their personal data secure.

By training and inferencing locally, Panza ensures that the user’s data stays within their control. This approach eliminates the need for external servers and reduces the risk of data breaches. Users can feel confident that their personal information remains private and protected.

Evaluation and System Performance

We acknowledge the importance of evaluating the performance of Panza and understanding how different system components impact its effectiveness. Therefore, we have conducted a meticulous study of evaluation metrics and the impact of various choices in system components.

One example is the use of Retrieval-Augmented Generation, which enhances the assistant’s ability to provide accurate and relevant suggestions. We have also explored different fine-tuning approaches to optimize Panza’s performance. By constantly evaluating and refining these system components, we can ensure that Panza consistently delivers high-quality results.

In conclusion, Panza offers an innovative solution for an automated personal assistant that prioritizes personalization and privacy. Through the use of data playback and local execution, users can experience a truly customized assistant without compromising their privacy. With ongoing evaluation and improvement, Panza is poised to revolutionize the way we interact with personal assistants, opening up new possibilities for efficient and secure automated experiences.

Reference: arXiv:2407.10994v1

The paper arXiv:2407.10994v1 introduces a new design for an automated personal assistant called Panza, specifically developed for email generation. This assistant aims to achieve two crucial goals: personalization and privacy. Personalization refers to the ability of the assistant to reflect the user’s unique writing style, while privacy entails the preference of users to store their personal data locally on their own computing devices.

To achieve personalization, Panza utilizes a technique called data playback. This approach allows the assistant to fine-tune a large language model (LLM) using limited data, thereby enabling it to better adapt to the user’s writing style. By combining efficient fine-tuning and inference methods, Panza can be executed entirely on commodity hardware, making it feasible to run locally even on limited resources, such as a free Google Colab instance.

One notable contribution of this research is the careful study of evaluation metrics. The authors explore different system components, such as the use of Retrieval-Augmented Generation and various fine-tuning approaches, to assess their impact on Panza’s performance. This analysis provides valuable insights into the effectiveness of different techniques and helps guide future improvements.

Looking ahead, the findings of this work pave the way for further advancements in automated personal assistants. The ability to personalize these assistants to reflect the user’s style is crucial for enhancing user experience and making the interactions more natural and seamless. Additionally, the focus on privacy by allowing users to store their data locally addresses growing concerns about data security and privacy breaches.

Future research in this area could explore ways to extend the personalization capabilities of Panza beyond email generation. Adapting the assistant to other writing tasks, such as document drafting or content creation, would greatly enhance its utility. Moreover, investigating methods to improve the efficiency of fine-tuning and inference processes could further democratize the use of personal assistants on a wider range of devices, including low-resource ones.

In conclusion, the introduction of Panza as an automated personal assistant for email generation, with a strong emphasis on personalization and privacy, represents a significant advancement in the field. The utilization of data playback and the careful analysis of evaluation metrics contribute to the overall effectiveness of the system. This work sets the stage for future developments in personalized and privacy-conscious AI assistants.
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