How do I teach the assistant how I like to work?

Two ways, both at Settings → Virtual Assistant:

• Custom Instructions — standing guidance, for example "Keep email drafts under 3 paragraphs", "Always CC sarah@firm.com on compliance-related emails", or "When creating tasks, default priority to medium and assign to me."
• Learned Preferences — things the assistant picked up during conversation, marked Learned in conversation or Added manually. You can add, edit or Remove Preference at any time.