Workspace · Personalization

Agent and Model

Set the agent name and model, then shape its personality and durable memory for future workspaces.

2 min readLast reviewed July 27, 2026

#Name & Model, AGENT.md, and MEMORY.md

Personalization page with agent name, default model, instructions, and memory navigation — Personalization keeps the agent identity, model, personality instructions, and important facts together.

Setting	Use it for
Name & Model	Choose the identity shown in workspaces and the model used when new work begins.
AGENT.md	Defines the agent’s personality, role, quality bar, working style, and actions that need review. The agent reads and follows it, but only you can change it.
MEMORY.md	Keeps important facts and durable preferences that should help across future workspaces. You can edit it, and the agent can update it when asked to remember or correct something.

#Edit the files directly or update memory with the agent

Open AGENT.md or MEMORY.md whenever you want to review the exact guidance and facts the agent receives. You can edit and save either file directly.

The agent can read and follow AGENT.md but cannot modify it. When you want to change the agent’s personality or working instructions, open AGENT.md and edit it yourself.

The agent can update MEMORY.md when you ask it to remember an important fact, correct something it retained, or remove stale information. You can also edit MEMORY.md directly. Ask the agent to show a proposed memory change before saving when it could affect future work broadly.

BotDojo Personalization editor with the AGENT.md instructions file open — Open AGENT.md to review or directly edit the durable instructions only you can change.

#Review changes to future behavior

BotDojo Personalization editor with durable sales preferences in MEMORY.md — MEMORY.md keeps durable facts and preferences that you or the agent can update.

Use AGENT.md for how the agent should work and communicate.
Use MEMORY.md for facts and preferences worth retaining.
Ask for the evidence behind a proposed memory update.
Remove stale instructions and facts instead of letting them conflict.

Memory and Conversation HistoryUnderstand current conversation context, durable memory, past-conversation discovery, and visible tool activity.Personal ConnectionsConnect personal apps and define the agent permissions that new workspaces use as their starting defaults.