Shape Their Persona
Each employee has an identity, personality, and brain you can customize. These settings control who the employee is, how they communicate, and how capable they are.
TL;DR
Go to Workspace, select an employee, open the Profile tab. Three sections: Identity (name, role, avatar), Persona (personality and communication style), and Brain (AI model, thinking depth, max actions per turn). Every employee comes with defaults from their role template. Changes save automatically when you click away from a field.
What Is on the Profile Tab
The Profile tab is divided into three sections:
Identity
Controls who the employee is.
| Field | What It Does |
|---|---|
| Avatar | The employee's profile picture (customization coming soon) |
| Name | Display name used in the sidebar, chat, and across the platform |
| Role | Job title shown on the employee's profile (e.g., "Content Writer," "Marketing Strategist") |
Persona
Controls how the employee communicates.
| Field | What It Does |
|---|---|
| Persona Prompt | A text field where you describe the employee's personality, tone of voice, and communication style. Write naturally: "You are friendly and concise. You use simple language and avoid jargon." |
The persona prompt shapes the style of every response. A formal persona produces structured, professional output. A casual persona produces conversational, relaxed output. The persona does not affect the quality of the work, only the style.
Brain
Controls the AI model powering the employee and how deeply it thinks.
| Field | What It Does |
|---|---|
| Model | Which AI model the employee uses. Dropdown shows all available models grouped by tier (Fast, Standard, Advanced) |
| Thinking Depth | How much the model "thinks" before responding. Only active for models that support extended reasoning |
| Max Actions per Turn | How many actions (tool calls, web searches, file writes) the employee can take in a single response. Leave empty to use the organization default |
AI Model Tiers
Models are grouped into three tiers that balance speed, capability, and cost:
| Tier | Best For | Credit Cost |
|---|---|---|
| Fast | Quick tasks like drafts, lookups, and formatting | Lowest (60 to 303 credits per 1M tokens) |
| Standard | Most everyday work like writing, research, and planning | Medium (705 to 1,603 credits per 1M tokens) |
| Advanced | Complex reasoning, strategy, analysis, and coding | Highest (2,120 to 3,915 credits per 1M tokens) |
The model dropdown shows models from multiple providers (OpenAI, Anthropic, and others). You can also select local models via Ollama, which use zero API credits.
Supported Languages
Strongest in English first.
Each model has different capabilities, but you can always find your language in one of our supported languages.
Albanian, Amharic, Arabic, Armenian, Bengali, Bosnian, Bulgarian, Burmese, Catalan, Chinese, Croatian, Czech, Danish, Dutch, Estonian, Finnish, French, Georgian, German, Greek, Gujarati, Hindi, Hungarian, Icelandic, Indonesian, Italian, Japanese, Kannada, Kazakh, Korean, Latvian, Lithuanian, Macedonian, Malay, Malayalam, Marathi, Mongolian, Norwegian, Persian, Polish, Portuguese, Punjabi, Romanian, Russian, Serbian, Slovak, Slovenian, Somali, Spanish, Swahili, Swedish, Tagalog, Tamil, Telugu, Thai, Turkish, Ukrainian, Urdu, Vietnamese and much more.
How Model Selection Works
The system resolves which model to use in this order:
- Employee override (set on the Profile tab) takes priority
- If no override is set, the workspace default is used (set in Settings, under AI Behavior)
- If no workspace default is set, the system default is used
To set the same model for all employees at once, click the "Change for all employees" link in the Brain section. This takes you to the AI Behavior settings where you can pick a workspace-wide default.
Thinking Depth
For models that support extended thinking, you can control how deeply the employee reasons before responding:
| Level | What It Does |
|---|---|
| Default | Uses whatever the system or organization default is |
| Auto (Recommended) | Adjusts dynamically. Quick answers for simple messages, deeper thinking for complex ones |
| Off | No reasoning. Fastest responses, lowest cost |
| Minimal | Lightest reasoning |
| Low | Light reasoning |
| Medium | Moderate reasoning |
| High | Maximum reasoning depth. Best for complex analysis, but uses more credits |
The thinking depth dropdown is always visible. If the selected model does not support reasoning, the dropdown is disabled (grayed out).
What You Can Do
| Action | How |
|---|---|
| Change the name | Profile tab, Identity section. Edit the Name field, click away to save |
| Change the role | Profile tab, Identity section. Edit the Role field, click away to save |
| Set personality | Profile tab, Persona section. Write a persona prompt describing tone and style |
| Switch AI model | Profile tab, Brain section. Select from the Model dropdown |
| Set thinking depth | Profile tab, Brain section. Select from the Thinking Depth dropdown |
| Set max actions | Profile tab, Brain section. Enter a number (50 to 1000) or leave empty for org default |
| Change model for all employees | Profile tab, Brain section. Click "Change for all employees" link |
| Use a free local model | Profile tab, Brain section. Select an Ollama model (requires Ollama running locally) |
How to Set It Up
- Go to Workspace, click on an employee in the sidebar
- Open the Profile tab
- Edit any field. Changes save automatically when you click away
Tips and Tricks
- Match the persona to the role. A customer-facing writer might be friendly and conversational. A legal analyst might be formal and precise.
- Use Fast for simple tasks. Quick lookups, formatting, and drafts cost significantly less than Standard or Advanced models.
- Set different models per employee. Your content writer can use Standard while your research analyst uses Advanced. Each employee's model is independent.
- Persona is not a skill. Do not put process instructions in the persona prompt. Use the Skills tab for workflows and the Duties tab for standing rules.
- Try Auto reasoning. The "Auto" thinking depth is the best default for most use cases. It adapts based on the complexity of each message.
Good to Know
- Changes apply immediately. Updated persona, model, and reasoning settings take effect on the next message. No restart needed.
- No quality impact from persona. Persona changes style, not capability. A casual employee produces the same quality work as a formal one.
- Per-employee model. Changing one employee's model does not affect any other employee.
- Provider fallback. If a model provider goes down (e.g., OpenAI has an outage), the system automatically retries with a model from another provider. You are billed at the fallback model's rate.
- Ollama is free. Local models via Ollama use zero API credits. Useful for testing or when you want full privacy.
- Auto-save on blur. All fields save automatically when you click outside (blur). There is no save button.
Frequently Asked Questions
Q: Does changing the personality affect the quality of work? A: No. Persona changes the style of communication (formal vs. casual, detailed vs. concise) but not the quality or accuracy of the output.
Q: Can I use AI models from different providers? A: Yes. The Model dropdown includes models from OpenAI, Anthropic, and Ollama (local). Select any model that fits your needs and budget.
Q: What happens if the AI provider goes down? A: The system automatically retries with a fallback model from a different provider. You are billed at the fallback model's rate, not the original.
Q: Does using Advanced always produce better results? A: For complex reasoning, strategy, and coding, yes. For simple tasks like formatting or quick lookups, Fast models are equally effective and cost significantly less.
Q: Can I change the employee's name? A: Yes. Edit the Name field in the Identity section of the Profile tab. The employee responds to whatever name you give them. The change takes effect immediately.
Q: What does "Max Actions per Turn" mean? A: It limits how many actions (tool calls, web searches, file operations) the employee can perform in a single response. Higher values allow longer, multi-step work. Leave it empty to use your organization's default (typically 250).