Teammate Settings

Configure intelligence levels, behavioral instructions, knowledge sources, and tool integrations.

The Settings Modal is where you tailor your AI Teammate to match your organization’s exact standards, security policies, and domain requirements.

You can calibrate their reasoning depth, define persona and tone, connect external business applications, and upload proprietary documentation to ground their responses.

You can update instructions, install new skills, or revoke tool access at any time without losing past conversation history or existing artifacts.

In this section

Deep dive into Teammate customization:

• Profile & Prompt Instructions: Configure avatar, job title, reasoning levels, and write structured operational instructions using the AI prompt assistant.

• Skills & Knowledge Sources: Install specialized capabilities from the Skill Library and upload company documents for domain grounding.

• Connectors, Tools & Memory: Manage third-party integrations, review tool permission policies and manage long-term memory.