Modeling and Optimizing User Preferences in AI Copilots: A Comprehensive Survey and Taxonomy

AI copilots, context-aware, AI-powered systems designed to assist users in tasks such as software development and content creation, are becoming integral to modern workflows. As these systems grow in capability and adoption, personalization has emerged as a cornerstone for ensuring usability, trust, and productivity. Central to this personalization is preference optimization: the ability of AI copilots to detect, interpret, and align with individual user preferences. While personalization techniques are well-established in domains like recommender systems and dialogue agents, their adaptation to interactive, real-time systems like AI copilots remains fragmented and underexplored. This survey addresses this gap by synthesizing research on how user preferences are captured, modeled, and refined within the design of AI copilots. We introduce a unified definition of AI copilots and propose a phase-based taxonomy of preference optimization strategies, structured around pre-interaction, mid-interaction, and post-interaction stages. We analyze techniques for acquiring preference signals, modeling user intent, and integrating feedback loops, highlighting both established approaches and recent innovations. By bridging insights from AI personalization, human-AI collaboration, and large language model adaptation, this survey provides a structured foundation for designing adaptive, preference-aware AI copilots. It offers a holistic view of the available preference resources, how they can be leveraged, and which technical approaches are most suited to each stage of system design.