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Overview

You can shape how the agent works in two ways:
  • What the agent remembers. Short notes it starts every request with, such as how your workspace files invoices or how you like replies. Some are yours alone; some apply to everyone in the workspace.
  • How it behaves. A persona and a set of workspace rules that an owner or admin writes once for the whole workspace.
Both live in Settings > Agent.

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What the agent remembers

The agent keeps short notes about procedures and preferences, not the contents of your documents. For example:
  • “Invoices are filed under Finance/Vendor/Year. Never rename a signed contract.”
  • “Keep replies short. Ask before moving anything out of my Inbox folder.”
Every new request in the workspace starts with these notes. A note you add or change applies from your next request.

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Yours and the workspace’s

Notes belong to one workspace. Your notes in one workspace don’t follow you into another.

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Ask the agent to remember

Tell the agent in a conversation:
The agent saves a note for you. It may also write one on its own when it notices a way of working you repeat. For the whole workspace. If you’re an owner or admin, ask the agent to remember something “for the whole workspace”. It shows a card titled, for example, “Remember “invoice-filing” for the whole workspace”, with the note and a warning that “Every member’s assistant will follow this from their next conversation on.” Click Allow to save it. Members can’t save workspace notes. Ask an owner or admin to add one. To remove a note, ask: “Forget the note about invoice filing.” Asking the agent to remember or forget something doesn’t count as a task.

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See and edit notes

1

Open the notes

Open Settings > Agent and expand What the agent remembers. Notes are listed under Workspace and Yours. Each shows its name, its first lines and when it was written.
2

Edit a note

Click a note to open it. Change the text and click Save, or Cancel.
3

Delete a note

Click the trash icon next to the note and confirm. The agent no longer starts with it.
You can open workspace notes to read them even if you can’t change them.
What the agent remembers expanded, with workspace notes and your own notes

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Add a note yourself

1

Start a note

In What the agent remembers, click Add a note under Yours, or under Workspace if you’re an owner or admin.
2

Name it and write it

Give the note a short name, such as invoice-filing. Names use lowercase letters, numbers and dashes; anything else is turned into a dash, and the box shows what it will be saved as. Then write the note in plain text or Markdown.
3

Save

Click Remember.
Each note can be up to 4,000 characters. A note with the same name as an existing one replaces it.
Keep notes about how to do things, not about what’s in your files. Facts from documents go out of date, and the agent can always look them up.

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How it behaves

Owners and admins can give the agent a persona and standing rules for the whole workspace. Open Settings > Agent and expand How it behaves. Members don’t see this section. Write either in plain text or Markdown. Then click Save changes at the bottom of the tab, or Discard to undo your edits. The collapsed section shows, for example, “custom persona · 3 lines of workspace rules”. Both apply to every member’s requests in the workspace.

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Memory or workspace rules?

Both reach every request. Use whichever fits:
  • Workspace rules are one place for the standing policy an admin owns, edited only in Settings.
  • Workspace notes are separate, named notes. The agent can propose them in a conversation, and an admin approves each one.

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Tips

“File invoices under Finance/Vendor/Year” works better than “keep invoices organized”.
Rules like “Never move anything out of /Archive” or “Never rename a signed contract” stop changes you’d otherwise have to decline. The agent still shows every change it makes.
If the agent keeps doing something you don’t want, check What the agent remembers for a note that says otherwise, and edit it.

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What’s next?

Agent settings

Every setting for the agent in one place.

Conversations

Tabs, history, alerts and attachments.