Identity controls who the worker is, what it is responsible for, and how it should behave.
It has two areas:
- Profile — structured fields such as name, role, purpose, personality, and manager.
- General Instructions — durable guidance the worker should follow across conversations and tasks.
Profile settings
| Setting | What it does |
|---|
| Picture / avatar | The worker’s visual identity. |
| Name | Display name used in the app and connected channels. |
| Role | Short job label, such as “Payroll Administrator” or “Research Analyst”. |
| Purpose | A concise description of what the worker is responsible for. |
| Personality | The worker’s behavioural style. |
| Manager | The account member responsible for the worker. |
Personality options
| Personality | Behaviour |
|---|
| Default | Balanced and adaptive. |
| Analytical | Precise and methodical. |
| Creative | Inventive and expressive. |
| Empathetic | Warm and understanding. |
| Assertive | Direct and action-oriented. |
| Collaborative | Team-focused and inclusive. |
| Detail-oriented | Thorough and quality-focused. |
| Strategic | Big-picture systems thinker. |
| Supportive | Patient and encouraging. |
General Instructions
General Instructions are the worker’s durable operating guidance. Use them for rules and preferences that should apply broadly.
Good examples include:
- Tone of voice
- Escalation rules
- Approval expectations
- Writing style
- Role boundaries
- Things the worker should never do
- Output formatting preferences
- How to handle uncertainty
Make instructions concrete. “Escalate contract variations over $50,000 to the manager” is better than “be careful with important contracts”.
Saving changes
Profile changes and General Instructions are saved together. If you have unsaved changes, use Save Changes to apply them or Cancel to discard them. 
Get Started
Workforce
Templates
Documents
Workflows