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Open Personalization → You to describe how agents should work with you in this workspace. Your Agent Profile is private to your membership; another workspace has a separate profile.

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Set your preferences

  1. Choose When to clarify: only on material decisions, whenever destinations compete, or let the agent choose the likely vault.
  2. Add Do not assume entries, one per line.
  3. Describe your Working style and Response preferences.
  4. Select Save.
For example: “Show the source page for factual claims,” “Ask before changing an approved procedure,” or “Use short paragraphs and put open questions at the end.” These are instructions supplied to your agent. They do not bypass the agent’s own rules, give it new vault permissions, or enforce a workflow in the app.

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Make the profile available to your tools

A connected tool gets the live orientation through nlkb orient for a local replica or orient through remote MCP. Ask it to refresh orientation at the start of a session. The profile is not written into your Markdown folders automatically. Readable Company Voice guidance remains authoritative for shared company output; personal preferences do not override those company rules.

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Review Suggestions

Agents can propose changes for your review. Pending proposals appear below the profile.
  • Accept applies a preference proposal.
  • Reject declines it.
  • Forget removes the proposal from the pending review flow.
Knowledge and organization-rule proposals do not have an automatic Accept-to-wiki action. Review them, write an approved knowledge page yourself, and point Company Voice at it where appropriate.

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Export

Export YAML displays a text representation of the current form for copying. Save first if you want it to reflect the saved profile. This is separate from a vault export; take care when sharing personal working preferences outside the workspace.