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Workforce
Templates
Documents
Workflows- 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