Bot settings

Each bot has its own settings: who it is, what it knows, what it can reach, and how it behaves.

The profile card

Click the bot's avatar in the chat header to open its profile card. It's a quick look at the bot:

• its face, name, and one-line blurb,
• what it's doing now, like Ready or Working, and the model it runs on,
• Looks after: the goals you've given it on the Responsibilities page, if any.

Below that are the things you'd reach for next:

Click anywhere outside the card to close it.

Open a bot's settings

Any of these works:

• Click the bot's name in the chat header.
• Click the bot's avatar in the chat header, then All settings.
• Right-click the bot in the sidebar and choose Edit Profile.
• Click the usage chip in the chat header to open the Usage section.

Settings open in a panel on the right. Click a section to open or close it. Type in the Search box at the top to jump to a setting.

Changes save as you go. Only Memory has its own Save button.

The sections at a glance

Overview

A plain-language summary of the bot.

Setup ideas appears while there's still something worth filling in: Name and title, Standing instructions, Connected apps, and A routine. Click one to jump to that section. They're optional: you can start chatting straight away.

Set up with the bot sends /setup into the chat. The bot asks you a few questions about what you want it to do, then updates its own settings. It's the easiest way to set up a new bot.

Below that:

Prompt preview

Click Prompt preview to unfold it. The heading shows its size, like Prompt preview · 1,240 bytes ≈ 310 tokens. Inside, each part (Agent, Instructions, Workspace) folds open to show its exact text. It's useful for checking that your Soul says what you think it says, and for seeing how much of every turn your instructions take up.

Identity

How the bot looks and what it's called.

Avatar

• Upload image: use your own picture. PNG, JPEG, GIF, or WebP, up to 10 MB. To go back to the mascot, click the trash button next to it (Remove custom image).
• Shape: Mascot, Circle, Rounded, or Square.
• For the mascot, choose its Expression, Color, and Body.
• Prop (Plush mascots only): something the mascot holds. It swaps for a work tool while the bot is busy. Surprise me picks one for you, and No prop leaves its hands empty.
• Reset mascot goes back to the default.

Whether mascots are drawn Classic or Plush is one choice for all your bots. Change it with the Appearance link under Shape, or in Settings → Appearance.

Name, title, and blurb

Long standing instructions belong in the Soul, not the blurb. View full next to the blurb opens it in a larger window.

You can also rename a bot by double-clicking its name in the sidebar, or with the pencil next to its name in the chat header.

Soul

The bot's standing instructions: who it is and how it should work. It's the single most useful setting. See Write a bot's Soul.

Skills and Memory

Skills lists extra know-how the bot can use, each with an on/off switch. Memory is the bot's own notes, which you can read and edit. See Skills and memory.

Routines

The bot's scheduled jobs, with buttons to create a new one, see run logs, and open the full Automations page. See Automations.

Channels

Other places the bot can answer, like Slack. See Channels.

Secrets

API keys and passwords the bot's computer gets. See Secrets and webhooks.

Changes

A history of every change to the bot's project, newest first. Click one to see exactly what changed. Click Show older to go further back. Useful for seeing what a bot changed, and when.

Access

What the bot can reach, and what it needs your OK for.

• Connected apps: the apps connected to this bot. Click Connect an app… to add one. See Connected apps.
• Webhooks: outside services that can start this bot. See Secrets and webhooks.
• What needs your OK: choose, for each kind of action, whether the bot asks you, goes ahead, or never does it. See below.
• Always allowed: a list of standing grants, with Remove next to each. Approval requests from Machine bots have no Always allow button, so this list stays empty and shows Nothing standing yet. To stop a bot asking about one kind of action, set that row to Allow in What needs your OK instead.

What needs your OK

Each row is one kind of action:

For each row, pick one:

A rule you set always wins over the approval level. For example, set Send or post to Ask on your Inbox bot, and it checks with you before every email, even on Approve for me. See Approvals.

Model

Default model: the AI model used for group chats and new threads. It also changes the current thread if the bot is idle. Other existing threads keep their model.

Reasoning effort is set from the message box, not here. See Choosing a model and Reasoning effort.

Permissions

The bot's Approval level: whether it asks you before running commands and changing files. It's the default for new threads. Existing threads keep their own level: change it from that thread's message box. See Approvals.

Alerts

Notifications: switch notifications on or off for this bot. When on, you're told when it finishes, has a question, needs approval, or hits an error. See Notifications.

History

A record of what happened in the current thread, newest first. Each row says when, who did it (you or the bot), and what was done, including anything that failed and why.

When the thread has cost something, the top row sums it up, for example This thread has cost $0.42 — $0.30 model, $0.12 compute, over 18 requests.

Usage

How much this bot has been used: turns, tokens, and cost. All bots → opens your usage for every bot. See Usage and billing.

What follows you to other devices

Most of a bot's settings are kept on Machine, so they're the same on every computer and phone where you sign in. A few stay on the device where you set them.

Whether mascots look Classic or Plush is an app setting, chosen per device in Appearance.