Change how an agent works

Open the agent on the Team page and go to the Brain tab.

• Description: one line about the agent.
• Personality: who the agent is and how it speaks. Keep it short.
• Instructions: what it owns, its priorities each time it works, and when it should stop and ask you.

Write in plain words, like you'd brief a new hire: "Always reply in the customer's language. Never promise a delivery date. Ask me before offering a refund."

Good to know

• Editing a ready-made agent makes a private copy for your business. Other businesses aren't affected.
• CORE's instructions can't be edited, because the rest of the team depends on how it plans. You can rename CORE.
• For a method the agent should follow for one kind of job, add a skill instead of making the instructions longer.
• For facts (prices, policies), use Knowledge, not instructions.

Related: Teach an agent a method with skills · What Knowledge is for